04/27/2026
Annerien Hurter, Global Head of Private Client at Ocorian, noted in the report’s introduction that the sector had undergone a fundamental transformation.
04/23/2026
The study by Ocorian, a global provider of bespoke administration and fiduciary services to corporate, institutional and private investors, showed the major areas of contention include attitudes to private markets and digital assets.
04/20/2026
Most wealthy families start with excellent advisers, accountants, investment managers, lawyers, bankers and business advisers.
04/20/2026
The tool uses voice-enabled technology to deliver real-time portfolio information to private market investors in English and Arabic, turning complex portfolio data into simplified and accessible format
04/13/2026
Interest in AI has been fuelled by soaring valuations and record fund-raising rounds, with investors tracking potential listings of firms such as OpenAI, Anthropic and SpaceX.