Ocorian

Pressing pause for PAWS 🐾🇲🇺 Last week, colleagues from our Mauritius office stepped away from their desks to spend the day volunteering at the Protection of Animal Welfare Society, helping clean and improve an outdoor space for the animals in their care. Ocorian also donated three months’ worth of pet food to help keep bowls full and tails wagging. This initiative reflects Ocorian’s ongoing commitment to making a meaningful, positive impact. A big thank you to PAWS for the brilliant work that they do, and to our team for rolling up their sleeves and getting stuck in 🐶

An afternoon of colour, beachside energy and brighter-than-usual Ocorian kits 🌈 Our Jersey team recently took part in the Jersey Family Nursing & Home Care Colour Festival at St. Helier Beach, joining families, friends and local businesses to raise funds for the charity’s paediatric palliative care team. Ocorian also supported the initiative through a contribution from the Ocorian Charitable Trust, helping the charity continue providing vital care and support to children and families across the island.

Proud to share that we’ve been named the winner in the Family Governance Services category at the 2026 WealthBriefing Asia Awards! 🏆 This global awards programme recognises excellence across the wealth management industry, and we’re proud to be recognised alongside such strong peers. Congratulations to our talented team and to all of this year’s winners! Andrew Ho Dion Yee

Apollo 13 is remembered as a “successful failure” – but its safe return relied on more than technical skill. It was built on calm decision-making, collaboration and the ability to execute under pressure 🚀 In this piece, Barney Lewis and Cilla Torode MICA, FIAB, Cert CII revisit the Apollo 13 mission to illustrate why effective AML remediation needs its own Mission Control. For businesses facing large-scale compliance reviews, that means supporting internal teams with disciplined governance, clear decision-making, local regulatory judgment and the scale to execute when pressure intensifies. Read their insights below 👇

Who’s really making the big decisions in family offices today? 👀 Investment committees still lead the way, but our latest research shows a growing shift toward next-gen involvement, with 29% reporting that next-gen family members are the ultimate decision-makers for major investments or structures. It’s a clear sign that succession is no longer just future planning – it’s already shaping governance, investment strategy and long-term legacy building. Download our report for the full scoop: https://lnkd.in/euVAy_HS #FamilyOffice #PrivateClient #FamilyGovernance #SuccessionPlanning

Meet Andie Taylor from our private client team 👋 From navigating U.S.-connected trusts to coordinating cross-border private wealth structures, Andie works closely with our clients through some of life’s more complex moments. Below, she shares a little more about how our private client team supports families every day 👇 #PrivateClient #PrivateWealth #OneOcorian

Energy prices are shifting by the day, trade routes are under growing pressure, and risk appetite is changing with every new headline ⛈️ In the middle of a geopolitical storm, capital needs somewhere safe to anchor. In their latest article, Eamon Burns and Anatoly Sorin, CFA explore why private credit is becoming a safe harbour, helping sustain capital formation as public pricing remains volatile and institutional lending recedes: https://lnkd.in/d2gc3R4s #PrivateCredit #PrivateMarkets #CapitalMarkets #AssetManagement

Private credit isn’t in crisis – but the “simple yield” story is being stress-tested in real time. Blue Owl is one of the clearest examples of how market pressures around PIK dynamics, accrued income, valuations and reporting are becoming harder to ignore as the asset class scales. In this newsletter, Charlotte Cruickshank explores this shift, outlining why the next phase of private credit will be judged less on promise and more on proof. Stay tuned for more insights from our PIK Flash Report, landing soon 👀 #PrivateCredit #PIK #PrivateCapital #FundServices

Global ABS is the biggest event in the structured finance calendar, and our very own Juliette Challenger is returning to the stage for a second year. Juliette will join the panel “Trustee Roundtable: Where does the buck stop?”, exploring market developments from a trustee and transaction administration perspective, including operational resilience, reporting quality, servicing performance, complex structures, operational risk, transparency and governance. If you’re planning on attending, be sure to connect with Ocorian and Nordic Trustee's teams, who’ll be on the ground to discuss how we support clients across structured finance. #GlobalABS #StructuredFinance #CapitalMarkets

What does SpaceX reveal about the future of private markets? 🚀 As some of the world’s most sought-after companies stay private for longer, investor demand is increasingly being channelled through SPVs, feeder vehicles and syndicates. In his latest article, Robin Harris explores how the competitive edge is shifting – from simply identifying the right company, to securing allocation, structuring participation, and executing with speed. Read his insights: https://lnkd.in/eStaZqSW #PrivateMarkets #SPVs #InvestmentStructuring