• Ocorian launches The 2030 Trustee publication forecasting major industry themes and trends
• Economic and political landscape emphasises need for well-regulated, trusted providers
• Guide examines influence of: digital assets, next gen, ESG and philanthropy
Ocorian, the specialist global provider of services to high-net-worth individuals and family offices, launches
its new guide to the The 2030 Trustee which analyses the industry’s transformation over three pivotal
periods: the seismic 2008 financial crisis, the current post-COVID-19 era, and peeks into 2030 and the trends
that will define the future.
Michael Betley, Global Head of Private Client at Ocorian, highlights the series’ significance, stating: “Our
industry’s resilience in the face of economic turmoil underscores the continued demand for expertise and
robust client relationships. Our 2030 Trustee publication provides a critical examination of our industry’s past,
present, and future and what we as trustees need to heed as we plan ahead.
“Looking forward now is timely as the economy continues to be subject to major disruptions and the political
landscape evolves; this dynamic environment is once again giving rise to a shift in the private client industry,
and the successful responsive service providers of tomorrow will be the ones who adapt and change in step
with our clients’ priorities and demands.”
The exclusive series, a compilation of nine incisive articles contributed by leading industry experts, offers
diverse perspectives on the trust industry’s evolution and the shifting demands of clients. It will be available
to down on Ocorian’s microsite from Tuesday, 17 October 2023.
About Ocorian
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.
Supporting and protecting global investment is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients
including financial institutions, large-scale international organisations, and high-net-worth individuals.
Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold
financial interests, or however they are structured.
The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s
financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Guernsey, Finland, Hong Kong, Ireland, Isle of Man, Jersey,
Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US and employs over 1,500 professionals.
To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com
