About Ocorian
Ocorian is a Financial Services company based in Saint Helier (United Kingdom) founded in 1971, and was acquired by Bridgepoint Capital in January 2016. Wealth management services are provided to international clients. The company has 107 employees. Ocorian has completed 14 acquisitions, including A-Pass, Abax Corporate Services and Allegro. Its website ocorian.com draws about 90 thousand monthly visits. Ocorian offers products and services including Fund Administration, SPV Administration, and Corporate Services. Its focus areas include Asset Management and Wealth Management.
Company details
Ocorian was founded in 1971 in Saint Helier, Channel Islands, as a provider in the financial services sector. Operations focus on wealth management, encompassing fund administration, corporate services, and capital markets support. These services are delivered across multiple jurisdictions, with an emphasis on compliance and regulatory expertise for institutional and private clients. The firms domain, ocorian.com, supports global outreach in asset management and fiduciary roles.
- Headquarters Saint Helier, United Kingdom
- Employees 107
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website ocorian.com
- Social LinkedIn X Facebook Instagram
- Acquired by Bridgepoint Capital (Jan 2016)
- Latest Funding Round$1.04B (USD), Debt – Conventional
Nov 2024
- InvestorsThe Carlyle Group
& 4 more
- Employee Count107
- Investments & AcquisitionsA-Pass
& 13 more
- Acquired byBridgepoint Capital
(Jan 2016)
Products & Services of Ocorian
Ocorian offers a comprehensive portfolio of products and services, including Fund Administration, SPV Administration, and Corporate Services.
Services for establishing and administering investment fund structures.
Administration of special purpose vehicles for capital transactions.
Support for incorporation, accounting, and governance of corporations.
Funding Insights of Ocorian
- Total Rounds 1
- Last Round Debt – Conventional — $1.04B
- First Round $1.04B
(Nov 2024)
- Investors Count 4
All 1 funding rounds of Ocorian with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2024 | $1.04B | Debt – Conventional | – | – |
5 investors in total: 5 institutional.
Investors in Ocorian
Ocorian has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include The Carlyle Group, Apollo Global Management and HPS Investment Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tailored investment solutions are provided across private and liquid credit. | 2007 | hpspartners.com | New York, United States | |
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | ||
Middle-market businesses up to €1 billion are acquired pan-Europe. | 1984 | bridgepoint.eu | Frankfurt, Germany | |
Global asset management and investment solutions are provided. | 1989 | gsam.com | London, United Kingdom |
Investor details for Ocorian
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
- Co-investor network
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People of Ocorian
148 people are tracked at Ocorian (53 in leadership, 95 in team); the tracked headcount is 107.
| Name | Role | Group |
|---|---|---|
Georgia Maratier | Regional Head Of HR - Uk, Ireland And Channel Islands | Leadership |
Andrew Stewart | BD Director - Global Funds | Leadership |
Lucy Booth | Head Of Marketing - Private Clients | Leadership |
Sandi Dam | HR Business Partner | Leadership |
Brian Smith | Managing Director | Leadership |
Kevin Curtis | Head Of AIFM Oversight | Leadership |
Sharon Hodder | Head Of Business Partnering - Technology | Leadership |
Howard Nurtman | Head Of US Regulatory And Compliance - Fund Solutions | Leadership |
Chandelle Newcombe | Associate Director - Operations | Leadership |
Caris Marsh | Head Of Strategy | Leadership |
Andrew Milford | Associate Director | Leadership |
Chantal Free | Chief Executive Officer | Leadership |
Khusboo Beeharry | Associate Director | Leadership |
Ailsa Oxley | Global Head Of HR Business Partnering | Leadership |
Matt Bythell | Chief Marketing Officer | Leadership |
Paul McAvoy | Chief People Officer | Leadership |
John Fox | Chief Risk And Compliance Officer | Leadership |
Irish Aleria | Client Director & Head Of Insurance & Client Accounting | Leadership |
Shikha Dooman So Wan Yuen | Unit Head - Onboarding Winding Up & Client Administration | Leadership |
Frankie Pritchard | Associate Director Compliance | Leadership |
128 more people are available in the full profile.
Complete people profiles for Ocorian
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Ocorian
Ocorian has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include A-Pass, Abax Corporate Services and Allegro.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided by Bovill in the United Kingdom. | bovill.com | London, United Kingdom | 1999 | Feb 2024 | •••• | |
Payroll management, accounting, and secretarial services are provided. | a-pass.com.hk | Hong Kong, China | 2006 | Jun 2023 | •••• | |
Recruitment services for the finance sector are provided internationally. | trustcorpci.com | United Kingdom | 2003 | Aug 2021 | •••• | |
Loans are brokered by Nordic Trustee in the financial sector. | nordictrustee.com | Oslo, Norway | 1993 | Jun 2021 | •••• | |
ERP solutions are delivered for heavy equipment dealerships and rentals. | e-emphasys.com | Cary, United States | 2000 | Mar 2021 | •••• | |
Bond administration, loan accounting, tax, and consulting services are provided. | e-t-i.com | Jenkintown, United States | 1988 | Mar 2021 | •••• | |
Regulatory compliance services for financial sectors are provided. | newgatecompliance.com | London, United Kingdom | 2014 | Sep 2020 | •••• | |
Diversified investment management services are offered by Allegro. | allegrofunds.com | Luxembourg | 2008 | Apr 2020 | •••• | |
Advisory and business services are provided for the investment industry. | abaxservices.com | Ebene, Mauritius | 1992 | Feb 2018 | •••• | |
Financial consulting services are provided by Capco Trust Jersey. | capcotrust.com | Jersey, United States | 1997 | Jan 2018 | •••• |
Complete acquisition details for Ocorian
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of Ocorian
13 dated milestones of Ocorian across 53 years, from founding to its latest funding, stage changes and deals.
- Founded Ocorian is founded.
- Exit Acquired by Bridgepoint Capital.
- Acquisition Acquires Capco Trust Jersey.
- Acquisition Acquires Abax Corporate Services.
- Acquisition Acquires Allegro.
- Acquisition Acquires Newgate Compliance.
- Acquisition Acquires Emphasys Technologies.
- Acquisition Acquires e-Emphasys Technologies.
- Acquisition Acquires Nordic Trustee.
- Acquisition Acquires Trust Corporation International.
- Acquisition Acquires A-Pass.
- Acquisition Acquires Bovill.
- Funding First funding round of $1.0B.
Web traffic of Ocorian
The website of Ocorian (ocorian.com) receives about 90.1K visits a month and ranks #440,460 among all websites worldwide, #5,526 in Financial Planning and Management.
- Monthly visits90.1K
▲ 1.3% vs previous month
- Unique visitors35.4K
per month
- Global rank#440,460
among all websites
- Category rank#5,526
Finance · Financial Planning and Management
- Bounce rate39%
- Pages per visit1.9
- Average visit58 sec
- DevicesDesktop 31% · Mobile 69%
Websites whose visitors overlap most with Ocorian. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
sigtax.com | sigtax.com | 100% | #3,112,888 | – | |
| vistra.com | 95% | 179.8K | #171,985 | View details | |
| equiomgroup.com | 90% | 9.7K | #2,303,834 | View details | |
| jerseybusiness.je | 88% | 2.4K | #7,016,524 | View details | |
iod.com | iod.com | 80% | #323,680 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Ocorian
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Ocorian (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Ocorian
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Frequently Asked Questions about Ocorian
Ocorian was founded in 1971 and raised its 1st funding round 53 years after it was founded.
Ocorian is headquartered in Saint Helier, United Kingdom. It is registered at Saint Helier, Jersey, United Kingdom.
Ocorian has 107 employees.
Ocorian was founded in 1971 in Saint Helier, Channel Islands, as a provider in the financial services sector. Operations focus on wealth management, encompassing fund administration, corporate services, and capital markets support. These services are delivered across multiple jurisdictions, with an emphasis on compliance and regulatory expertise for institutional and private clients. The firms domain, ocorian.com, supports global outreach in asset management and fiduciary roles.
Ocorian offers Fund Administration, SPV Administration, and Corporate Services.
Ocorian has made 14 acquisitions, including A-Pass, Abax Corporate Services, and Allegro.
Ocorian has 5 investors. Key investors include The Carlyle Group, Apollo Global Management, HPS Investment Partners, Bridgepoint Capital, and Goldman Sachs Asset Management.
Yes. Ocorian was acquired by Bridgepoint Capital in January 2016.