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Showing 1 - 8 of 8 results for "Ocorian"

Family offices face more complex challenges: Ocorian

ANDREW MCKEAN  |  WEDNESDAY, 7 AUG 2024
... they face significant challenges, particularly with regulation and compliance, according to an international study by Ocorian. The research from Ocorian revealed that of the approximately 300 family office professionals it surveyed, which collectively ...

Why fund managers are missing out on investment mandates

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
New research from Ocorian and Newgate Compliance found alternative fund managers are losing investment mandates or clients because of compliance issues. The research also revealed there had been an increased level of internal conflict between fund management ...

Fund managers prepare for harsher penalties

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... for alternative fund managers for breaking regulations are expected to rise, according to new research commissioned by Ocorian. The international study among fund managers at private equity, venture capital and real estate firms revealed 79% were expecting ...

Family offices struggling to recruit: Study

CHLOE WALKER  |  MONDAY, 5 FEB 2024
... in four family offices across the globe are finding it difficult to recruit legal and compliance staff, new research by Ocorian reveals. Ocorian's latest global study, which surveyed 301 senior executives, including 50 family office investment managers ...

Family offices embrace outsourcing: Study

CHLOE WALKER  |  THURSDAY, 18 JAN 2024
Family offices across the globe are increasingly outsourcing more functions, new research from Ocorian suggests. The global study, which surveyed 301 senior executives including 50 family office investment managers in November 2023, found a staggering ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in the year, Ocorian commissioned independent research company PureProfile to ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
According to wealth administration provider Ocorian, family offices across the globe seem to be in good shape regarding succession planning. Ocorian's latest report, titled 'Family Offices and the role of third-party service providers' found 88% of ...

Family offices ready to take risks

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... got their sights set on investment grade fixed income and emerging market equities. That's according to a new study by Ocorian which gleaned insights from 134 family office investment managers across the globe. First and foremost, 99% of those surveyed ...
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