News, Comment & Analysis results for Ocorian

M and A
8 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Clarity Consulting Solutions

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
11 November 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, L&G, Ocorian

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Office
26 September 2025

Ocorian Expands In United Arab Emirates

The firm’s announcement follows a number of firms recently setting up shop in Dubai and...

People Moves
31 July 2025

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Charles Stanley, Ocorian

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

M and A
4 June 2025

Ocorian Expands US Footprint

The services provider, used by clients including HNW individuals, family offices and banks, has...

Fund Management
10 April 2025

Canoe Intelligence, Ocorian Form Pact

The agreement between the firms enables Ocorian clients to plug into Canoe's AI and machine...

People Moves
2 April 2025

Who’s Moving Where In Wealth Management? – Quilter, Ocorian 

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
27 March 2025

Who’s Moving Where In Wealth Management? – Ocorian, Quilter, Forsters

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
5 March 2025

Family Offices Hunker Down As Risks Swirl; Outsourcing Rises – Ocorian

Companies, investment houses and family offices, among others, are outsourcing more investment to...

Surveys
20 February 2025

Next Generation More Involved In Middle East Family Offices – Ocorian Survey

Ocorian, a global provider of services to high net worth individuals and family offices, financial...

Comment & Analysis results for Ocorian