Ocorian

Meet our Cayman Islands team! ???? With decades of combined experience, Fiona Crellin and Joel Burke bring unparalleled expertise to Ocorian’s corporate services in the Cayman Islands. Fiona, with over 25 years in the sector, is a powerhouse in investment management and private client services, acting as a trusted director and personal trustee for key relationships. Joel, a seasoned leader with nearly 20 years across finance, fund administration, and legal services, drives operational excellence and top-tier client service. Together, they ensure seamless support for our clients, offering: ??? Incorporation & establishment ?? Corporate administration ?? Directors & substance services ?? Voluntary liquidation ?? Treasury services Find out why Ocorian is the trusted choice for corporate administration in the Cayman Islands: https://lnkd.in/etvdiyhs #Cayman #CorporateServices #CorporateAdministration

While the latest UK Spring Statement held off on immediate tax hikes, the message is clear – change is coming. With non-dom reforms, inheritance tax shifts, and the new Foreign Income and Gains (FIG) regime in play, now is the time for proactive planning. Read Tracey Neuman’s insights on how you can stay ahead below. #SpringBudgetStatement #TaxPlanning #PrivateClient

The amended EU Alternative Investment Fund Managers Directive (AIFMD 2.0) is now in force and will be national law by April 2026 – are you prepared for the changes ahead? With new rules targeting private credit, stricter reporting requirements, and a shift in regulatory focus, private markets managers have just over a year to prepare. Our experts, Thomas Fahl and Gerry Warwick unpack what AIFMD 2.0 means for managers and why early preparation is key: https://lnkd.in/eQDcQiab #AIFMD #PrivateMarkets

For funds in Luxembourg, a well-organised investor onboarding process is essential for building trust and staying compliant ???? But without the right support, managing investor data and documents can quickly become complex. Rémy Cornet breaks down the process, outlining key steps, common challenges, and how our expertise helps streamline the journey for both clients and investors: https://lnkd.in/eAuYpX6v #InvestorOnboarding #LuxembourgFunds

A successful fund migration isn’t just about thorough planning – it’s also about how you manage the unexpected. ?? In this clip, Yegor Lanovenko, Charlotte Cruickshank and Richard Hansford discuss the critical challenges that can throw a wrench in your migration plans, such as data inaccuracies from the incumbent fund administrator and unexpected, accelerated timelines. They share their expertise on how flexibility, robust planning, and quick problem-solving are essential to overcoming these roadblocks and ensuring a smooth transition. #FundMigration #FundServices

Check out our latest video where Sarah Grantham and Anatoly Sorin, CFA discuss our new bond services in the UK! Learn about the lifecycle of a bond and how Nordic Trustee offers seamless and flexible end-to-end bond services. Watch now! ??? #BondServices #UKMarket #FinancialExpertise

Hong Kong’s family office ambitions are accelerating! ???? With 2,700+ single family offices already established and the government set to exceed its 2025 target, the city is cementing its status as a global hub for wealth and succession planning, according to Radio Television Hong Kong (RTHK). Robin Harris, Head of APAC at Ocorian, commented: “The Hong Kong government’s commitment to building a supportive ecosystem for family offices is creating real momentum. As more families prioritise stability and long-term legacy planning, the incentives on offer make Hong Kong an increasingly compelling jurisdiction. At Ocorian, we’re proud to support families across the region with trusted, cross-border solutions that protect their wealth today and preserve it for tomorrow.” Read more here: https://lnkd.in/eTZAQ83q #HongKong #FamilyOffice

Big changes ahead for UK taxation! ???? With the non-domicile regime ending on April 6, 2025, many are focused on HNWIs moving out – but what about those moving back? For some, returning to the UK could be a tax-smart decision. Tracey Neuman, Executive Director, explores the opportunities, UK tax benefits and key financial steps to consider. Read her expert insights here: https://lnkd.in/eXf8MCS5 #UKResNonDom #PrivateClient

Last chance to secure your spot for tomorrow's webinar: https://lnkd.in/dE4__BiE

We’re proud to share that Ocorian has been shortlisted in two categories in The Drawdown Awards 2025: 1. Fund Administration: $50-500bn (total AUA) 2. Fund Administration: ManCo Services These awards recognise the top service providers driving excellence in European private fund operations – and it’s thanks to the hard work and expertise of our fund administration and AIFM team that we’ve earned our place on the shortlist. Read more about the awards here: https://lnkd.in/eZJPMrZK #TDA25