Ocorian, a global provider of services to high-net-worth individuals and family offices, has launched its new guide, The 2030 Trustee.
The guide 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 (pictured), Global Head of Private Client at Ocorian, highlighted 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 is available to down on Ocorian’s microsite from Tuesday, 17 October 2023.