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...

People Moves
18 February 2025

Who's Moving Where In Wealth Management? – VG, Jersey, Wealthify, Ocorian

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

Strategy
12 February 2025

Ocorian Inks Strategic Partnership With Data Aggregation, Analysis Firm

The partnership covers much of the background work of wealth management and business services used...

People Moves
11 February 2025

Who's Moving Where In Wealth Management – Ocorian

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

People Moves
31 January 2025

Who’s Moving Where In Wealth Management? – Allfunds, Rathbones Group, Ocorian, Ogier

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