Ocorian

Did you know that more family offices are outsourcing? 62% of those surveyed currently outsource advice on core services like illiquid investments. Annerien Hurter, Global Head of Private Client, comments: “Family offices clearly value third-party support and advice with high levels of outsourcing across a range of services. That is set to increase over the next three years as family offices look for more support.” Discover the insights from our survey results here: https://lnkd.in/dedQ74DN #FamilyOffice #Outsourcing

Last week, our UAE team enjoyed a wonderful evening connecting with Frank Hattann and some of our valued partners. It was a fantastic opportunity to reflect on shared successes and strengthen relationships 🤝 Here's to continued collaboration and growth in the year ahead! #OneOcorian

Our Private Client team recently hosted a festive seminar about trust issues, with a Dickensian twist! 🔔 Using ‘A Christmas Carol’ as inspiration, our experts shed light on modern-day trust challenges. Through the lens of "past, present, and future," we explored key issues trustees face, including: 🎅 Ensuring trust continuity after the settlor's passing 🎁 Managing underlying companies effectively 🎄 Preparing for future tax and regulatory hurdles Thank you to everyone who joined us and to our stellar cast: narrator Michael Harman and the "three spirits" Prapa Pearce, Paul Buckle and Tracey Neuman for bringing the story to life with expert insight. #PrivateClient #Trusts #TrustAndLegacy #TaxAndTrusts

🎥 Meet Kumaren Appavoo, Funds Department Manager at our Mauritius office. Kumaren gives us a glimpse into his role, what keeps him motivated, and the value of collaboration at Ocorian. His advice to future candidates? A great attitude and being a team player make all the difference! Looking to grow your career in a supportive, dynamic environment? Explore our opportunities here: https://lnkd.in/ex6AUVcD #JoinOcorian #BePartOfOcorian #MakeYourMark

We’re honoured to have won the Succession Planning Advisory Service award at the WealthBriefing Channel Islands Awards 2024! 🏆 These accolades celebrate the “brightest and best” in wealth management across the Channel Islands, highlighting excellence in three main categories: experts, products and services. This recognition reflects our unwavering commitment to providing tailored succession planning solutions that help families preserve their values, protect their assets, and ensure seamless transitions across generations. Congratulations to our private client team on this wonderful achievement. #SuccessionPlanning #WealthManagement #WealthBriefingAwards

Robust governance is crucial in a challenging economy. Yet, 65% of firms surveyed report having faced governance-related fines or sanctions in the last two years, exposing gaps in their defence frameworks. Our three-part series delves into how 3LOD principles can support risk management, compliance, and AML strategies for better results. Don’t let governance failures hold you back – download the full report today: https://lnkd.in/eEv2PvMV #3LOD #Compliance #RiskManagement #CorporateGovernance

The family office landscape across Asia is evolving rapidly 🌏 In our 2024 Asia Family Office Report, our experts Novia Lu, CTP TEP, Robin Harris, and Shawn Wang TEP respond to the data that we’ve gathered from our international study, and explore the evolving landscape of family offices through families’ differing approaches to succession, the increase of exposure to alternative asset classes and the amplified wealth of family offices across Asia. Get the report here: https://lnkd.in/eVTaeBXt #AsiaFamilyOffice #WealthManagement #SuccessionPlanning #AlternativeAssets #FamilyOfficeTrends

This week, Ocorian's Private Client team hosted a festive seminar with a twist, exploring trust issues – past, present, and future – through Dickens' classic Christmas tale 🎩 🎭. The event sparked insightful discussions on trustee responsibilities, ensuring continuity of trusts and preparing for future challenges. A huge thank you to everyone who joined us! And a special shoutout to our narrator Michael, and our fantastic "three spirits" Prapa, Paul and Tracey, who brought the story to life. Lottie Olivia Lucy Pav Sam #PrivateClient #Trusts #TaxAndTrusts #TrustAndLegacy

Last week, our APAC team hosted industry friends and colleagues at the China Club in Hong Kong to celebrate another successful year 🇭🇰 Overlooking the region’s iconic skyline, the evening was filled with engaging conversations, shared achievements, and reflections on a year of collaboration and success. Here’s to building even stronger partnerships and creating more opportunities for unlocking new value together in the year ahead! #UnlockNewValue #GlobalSuccess #Collaboration

Philanthropy has long followed the principle that 'charity begins at home,' even as global diversification became the norm for investment strategies 🌏👐 But now, this landscape is shifting for wealthy families in the US as they embrace new priorities and global perspectives. Amy Blackwell shares her insights into these trends, highlighting the changing dynamics of giving in the US and how it compares to the UK. Download our “2030 Trustee – Intermediary Insights” report for more expert perspectives: https://lnkd.in/eX2brFQP #GlobalPhilanthropy #WealthManagement #ESG #PrivateClientTrends