Ocorian

With the GAIM Ops Cayman conference fast approaching, we're gearing up for insightful discussions on the latest trends shaping the investment landscape. The event offers a unique opportunity for closed-door conversations, expert-led panels, and hands-on networking with leaders from top investment firms and family offices. The event will be attended by Portia Amato, Kendra Foster, Jason Gerlis, and Michael Gull, representing Ocorian. Learn more here: https://lnkd.in/dNiXAHma #GAIMOps2025

Ocorian is proud to have sponsored the Financial Times Asia Wealth Summit in Singapore yesterday! 🇸🇬 Our team, including Annerien Hurter, Robin Harris, Shawn Wang TEP, Novia Lu, CTP TEP, Simon Fraser and Lucy Booth, connected with industry leaders to explore how fiduciary services must adapt to meet the needs of Asia's next-generation wealth holders. A special highlight was Robin Harris's compelling session, "Future-fit fiduciaries: bolstering relationships with the next generation." Robin highlighted the evolving role of private banks , and how trust and technology will shape the next era of wealth transfer. Thank you to the Financial Times for a fantastic event! #FTWealthAsia #Ocorian #WealthManagement #FiduciaryServices

The value of the world’s assets surged ahead in the first two months of 2025, but in March alone have already given up almost half their gains, shrinking by $3.4 trillion. US assets are feeling the most pain, as a flood of capital out of US equity markets is washing up on shores in Europe and parts of Asia. Investors and businesses alike are seeking alternative paths to growth, and private capital is increasingly the bridge between opportunity and execution. In our latest article, Jason Gerlis, Head of Americas and Global Head of Corporate Services, shares surprising findings from our Global Asset Monitor: https://lnkd.in/euwBsEpa #GlobalAssetMonitor #PrivateCapital #PrivateMarkets

We’re excited to welcome Joseph Gordian to Ocorian as Commercial Director, further strengthening our fund services team in the US. With nearly 20 years of experience, Joseph brings a wealth of industry knowledge and a sharp understanding of the US market. "Joseph’s deep industry knowledge and regional expertise will help strengthen our relationships and deliver tailored solutions to clients across the US," comments Michael Gull, Head of US Sales, Fund Services. Find out more about the appointment here: https://lnkd.in/eNyksXv4

Just landed: Ocorian’s Global Asset Monitor – Focus on Asia 🌏🔍 It delivers unique insights into the evolving landscape of private and public markets across the region. Private capital is reshaping how businesses expand, and nowhere is this more apparent than in Asia, a region where opportunity and complexity converge. Download your copy full of in-depth research and expert insights here: https://lnkd.in/ea5-5TFz #GlobalAssetMonitor #PrivateMarkets #GlobalInvestment #Asia

Over three-quarters of businesses and portfolio companies are feeling the strain of supply chain disruptions, but their outlook remains optimistic. Our latest research reveals 64% of asset managers and senior executives are strengthening leadership teams to tackle these challenges, while 46% are taking more drastic action, fully divesting from affected portfolio companies. Despite these disruptions, confidence in market conditions remains strong. “Overall, the senior executives, asset managers, wealth managers, family offices, capital markets professionals and professional service providers that we surveyed hold a positive outlook on market conditions for the next 18 months, which is encouraging to see,” shares Charlotte Cruickshank. Explore more insights from our #GlobalAssetMonitor to see how firms are adapting: https://lnkd.in/eWqeatfY #SupplyChain #AssetManagement #PrivateMarkets

Struggling with missed deadlines, outdated technology and poor communication from your fund administrator? You’re not alone! In this clip, Charlotte Cruickshank, Richard Hansford and Yegor Lanovenko from Ocorian’s fund services team discuss why fund managers are making the switch to Ocorian – and how we ensure a seamless transition with minimal disruption, reduced risk and a stronger long-term partnership. 🎥 Watch the full video below! #FundAdministration #FundServices

Last week, our APAC team welcome industry friends and colleagues for a special lunch at the iconic China Club in Hong Kong 🇭🇰 The afternoon was filled with insightful discussions, shared successes, and a keynote speech by Joseph HL Chan, Under Secretary for Financial Services and the Treasury. A huge thank you to everyone who joined us and helped make the event such a success! #OneOcorian

Our APAC team, alongside our Heads of Corporate and Private Client Services, Jason Gerlis and Annerien Hurter, were honoured to host an insightful lunch in Singapore today 🇸🇬 It was a fantastic afternoon to connect, share insights and explore ways we can further support our clients. Thank you to all who joined us! #Collaboration #APAC #CorporateServices #PrivateClientServices

We are excited to announce that Andy Bailey has joined Ocorian as Head of Private Client in Guernsey 🇬🇬 With over 25 years of experience across private fiduciary, corporate fiduciary, and investment banking, Andy brings deep industry expertise and a strong client focus to our team. “I am happy to welcome Andy as the new Head of Private Client in Guernsey,” shares Annerien Hurter, Global Head of Private Client. “His expertise in working with ultra-high-net-worth individuals and his strong relationships across key regions will be vital as we continue to expand our private wealth offering in Guernsey and internationally.” Read more about the appointment: https://lnkd.in/eBBmd--A #PrivateClient #Guernsey