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Ocorian completes the acquisition of E78 Fund Solutions
07 August 2025 US
Reporter: Zarah Choudhary

The acquisition will see E78 Fund Solutions rebrand to Ocorian later this year by adopting the Ocorian name and brand identity in October

Bovil Newgate rebrands to Ocorian
30 July 2025 UK
Reporter: Zarah Choudhary

This is followed by the completion of the integration which began in 2024, and will take effect from 31 July 2025

Ocorian appoints Rowland as Commercial Director
29 July 2025 Jersey
Reporter: Zarah Choudhary

Craig Rowland brings nearly 20 years’ experience in senior business development roles, with his most recent role as chief revenue officer at Cleveland & Co

Buscema joins Ocorian as the Commercial Director
18 July 2025 US
Reporter: Zarah Choudhary

She will be a part of the US funds team and report to Markus Jolic, head of sales excellence at Ocorian

Apache Capital appoints Ocorian to provide services on BTR platforms
11 July 2025 UK
Reporter: Zarah Choudhary

Ocorian will work with Apache across Jersey and the UK on their specialist BTR platforms covering both single-family and multifamily living

Ocorian acquires E78
03 June 2025 US
Reporter: Clelia Frondaroli

The acquisition will combine the E78 fund solutions team with Ocorian’s existing global fund services business, and add to their existing offering of fund administration services

Ocorian selects Fenergo
13 May 2025 UK
Reporter: Jack McRae

Through the partnership, Ocorian will implement Fenergo’s AI-powered client lifecycle management solution

Ocorian and Canoe Intelligence partner
08 April 2025 US
Reporter: Jack McRae

Ocorian’s fund services clients will benefit from Canoe’s AI and machine learning technology

Fisher joins Ocorian
18 March 2025 UK
Reporter: Clelia Frondaroli

In her new role, Elizabeth Fisher will be expected to lead strategic partnerships alongside supporting the company’s growth ambitions across its global business

Ocorian hires Gordian to expand US team
12 March 2025 US
Reporter: Jack McRae

The appointment comes amid a concerted effort by the asset solution provider to expand into the US

Ocorian names Bailey as head of Guernsey private client
11 March 2025 Guernsey
Reporter: Jack McRae

Bailey holds over 25 years of experience in the financial services sector and most recently served as group head of private wealth at Belasko

Ocorian appoints Watkis as Head of Cayman Private Client
17 February 2025 Cayman Islands
Reporter: Jack McRae

She joins the firm PROVEN Wealth, where she had been serving as president and CEO