Company Research Report: Ocorian

Company Overview

• Name: Ocorian

• Mission: Ocorian aims to help clients succeed by unlocking new value through expertise, trust, and scale.

• Foundation: Founded in 1971; initially known as Bedell Trust in Jersey, rebranded to Ocorian in 2016 following a management buyout. Ocorian merged with Estera in 2020.

• Key People:

• Chantal Free, Chief Executive Officer

• Craig Buick, Chief Financial Officer

• Carole Murphy, Chief Operating Officer

• Jeanette Rooms, Chief People Officer

• Frank Hattann, Chief Commercial Officer

• Aron Brown, Global Head of Regulatory & Compliance

• Headquarters: No specific information on headquarters location is available.

• Number of Employees: Over 1,800 staff.

• Revenue: No information is available.

• Known For: Providing global fund administration, capital markets, corporate, and compliance solutions.

Products & Services

Products

• Corporate Services

• Description: Offers entity management, fiduciary, employee incentive services, and more.

• Key Features: Incorporation, corporate administration, accounting, tax reporting, voluntary liquidation services.

• Capital Markets

• Description: Provides SPV administration, corporate trust, and agency services throughout capital markets transactions.

• Key Features: SPV services, trustee & agency services, loan agency, aviation finance, marine finance.

• Funds

• Description: Specialized in the establishment and administration of alternative investment fund structures.

• Key Features: Fund administration, fund accounting, AIFM services, treasury services.

• Private Client

• Description: Offers services to protect, preserve, and plan for wealth management.

• Key Features: Trust services, succession planning, private fund formation, fiduciary services.

• Compliance and Regulatory Services

• Description: Manages regulatory, compliance, and legal obligations for clients.

• Key Features: Anti-money laundering services, regulatory reporting, data protection, compliance consulting.

Recent Developments

• New Acquisitions (2024-2025):

• Acquisition of A-Pass in 2023, and EdgePoint Fund Services in 2025.

• Bovill and Newgate Compliance merged to form Bovill Newgate in 2024.

• New Offices Established:

• Offices in New York and Frankfurt opened in 2022.

• Key Appointments:

• Ocorian strengthened its Funds team with key appointments in EMEA regions in 2025.

• Expansion of Services:

• Secured a Non-Performing Loan servicing license from BaFin through its subsidiary Nordic Trustee GmbH in 2025.

• Innovative Technologies:

• Launched Ocorian OPTICs, an interactive data analytics tool, enhancing transparency and oversight in capital markets services.

Additional Recent Highlights

• Client Growth: Over 8,000 clients supported worldwide, with 50+ years of providing tailored administration services.

• Commitment to ESG: Actively participating in ESG reporting and compliance services.

This comprehensive and structured report provides detailed insights into Ocorian, covering their core service offerings, recent corporate developments, and significant milestones in their expansion strategy.