Ocorian

We are very excited to sponsor the Investment COO Summit Europe 2024, which will take place in London from 7 – 8 November 2024. This forum, hosted by the Marcus Evans group, will help attendees elevate their investment operations by improving regulatory reporting, streamlining data management, incorporating automation, and optimising reconciliation and settlement processes. Ocorian's Michael Ozanne, Head of Sales Development and Success, will attend the summit. If you are attending the Summit please do schedule a meeting with Mike to learn how our team’s expertise, trust, and global scale can unlock new value for your business. Click here for more information on the event: https://lnkd.in/eyFmzAni

Next week, our Global Co-Head of Fund Services, Yegor Lanovenko, will join a must-attend panel hosted by Private Equity Wire on ‘The hard problem in PE: making automation work in an industry resisting standardisation.’ The panel will explore: 🔍 The toughest automation and efficiency hurdles in private equity 📈 Expected advancements in industry standardisation and the power players leading the charge 🔧 Practical strategies for improving automation – even without widespread standardisation 🗺️ Key roadmap initiatives designed to transform operational efficiency 🤖 Near-term AI adoption plans and potential use cases reshaping the future of PE Don’t miss this opportunity to explore the latest on automation, AI, and efficiency in private equity. Register here: https://lnkd.in/e4V9eWTG #PrivateEquity #FundServices #Automation #AI

Our 2024 UK, Europe, and Crown Dependencies Family Office Report reveals that 87% of regional respondents believe family offices have become more professional over the past five years due to the increasing scrutiny from global regulators. Learn why family offices are now adopting ESG criteria, implementing rigorous risk management frameworks, and adhering to global tax and financial reporting standards by downloading our report here: https://lnkd.in/ewvHD4sg #FamilyOffice #Governance #Compliance Michael Harman | Tracey Neuman | Ella Pinnock

🇬🇧 The UK government's Budget announcement yesterday introduced several changes that significantly impact high-net-worth Individuals (HNWIs). In our latest newsletter, Tracey Neuman and Michael Harman delve into the key elements of the budget that affect HNWIs and offer insights into navigating these changes. #AutumnBudget2024

Today's UK Budget has presented implications for those with res non-dom status. Want to know what it means for you?   Don't miss our expert analysis with Tracey Neuman and Michael Harman.   #UKBudget #nondom #taxplanning #wealthmanagement

Managing contentious trusts requires a careful blend of sensitivity, firmness and strategic foresight. In part three of our contentious trusts series, we explore five essential approaches for trustees: 🗣️ Open communication 🧩 Matching personalities 💪 Developing resilience 🔍 Considering future implications 🔄 Embracing flexibility Read the full article to learn more about our private client team’s effective resolutions: https://lnkd.in/eqc8qgaX #TrustManagement #FamilyOfficeSolutions

✨ Wishing our clients and colleagues a joyous Diwali. May this festival of lights bring prosperity, happiness, and success. Happy Diwali! 🪔

🔍 Considering a change in fund administrators? Our latest article shares six essential steps to ensure a successful migration, from auditing existing providers to creating a clear transition plan with your new fund administrator. Yegor Lanovenko, Global Co-Head of Fund Services, highlights how Ocorian’s dedicated Fund Services team helps clients navigate these risks by streamlining the process and reducing operational disruptions. Read more here: https://lnkd.in/ebs5DWKN #FundAdministration #WealthManagement

Family offices are increasingly focusing on returns from sustainable investing 🌱 Our latest study shows that 99% of family office professionals view ESG principles as central to investment priorities, and the focus over the next three years will be on making returns. Amy Collins, Head of Family Office, comments: “The survey shows that increasingly family offices are assessing ESG investing in the same way as other investment strategies and over the next three years will be focusing on returns much more than possibly, they did in the past.” Read the full article to explore these shifting priorities in ESG investing: https://lnkd.in/ewyfaV9w #ESG #SustainableInvesting #FamilyOffice

PRESS COVERAGE: Ocorian's latest research on family offices is highlighted in FT Adviser’s recent article on how the next generation is reshaping investment priorities. Our study reveals that family office professionals are seeing a shift in investment strategies, with 66% noting a growing focus on digital assets and 46% pointing to an increased interest in private markets. Michael Harman shares his insights: “Differences in approach and priorities between different generations in family offices are natural and to be expected but do need to be recognised and included in succession planning.” Read the full article here: https://lnkd.in/ejFv9_pH #FamilyOffices #PrivateClient