Philip Bolton

Executive Director - Alternative Investments, Europe

Philip has a broad experience in the management of both open ended and closed ended funds.  Our clients benefit from his industry expertise gained over 30 years specialising in financial services and particularly covering venture capital, private equity and infrastructure investment structures. He acts as director to numerous investment funds and related general partners. He is an executive director for Ocorian’s key regulated operating companies and also leads our European Depositary and Operator services.

Prior to joining Ocorian in 2010, Philip headed the Jersey fund management company of a private Swiss bank for more than ten years.  He is a chartered accountant and has been awarded an MBA from Edinburgh Business School.

  • Fellow of the Institute of Chartered Accountants in Ireland (FCA)
  • Member of the Jersey Society of Chartered and Certified Accountants (JSCCA)
  • Masters in Business Administration from Edinburgh Business School (MBA)
  • Member of the Chartered Institute for Securities and Investment (MCSI)
Areas of expertise
  • Alternative Investments
  • Philip has specialised in financial services for the majority of his career, including heading the Jersey fund management company of a private Swiss bank for more than ten years prior to joining Ocorian"


Ocorian to attend prestigious private equity forum Capital Creation in Monte Carlo, Monaco
2018 | 18 Sep 2018

In its 17th year, Capital Creation is a leading post-summer private equity forum with an unparalleled reputation among the senior European Private Equity players.

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NYC appointment gives US investors access to and from European and African funds market
2018 | 20 Jun 2018

US private equity and real estate fund managers can now access a full range of specialist European and African fund structures and SPC investment vehicles with the appointment of investment specialist, Nicolas van Heule, as Director of North America operati...

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WHAT'S IN A NAME? Selecting and appointing a fund administrator
2018 | 25 May 2018

In selecting a fund administrator, two key factors dominate above all else: reputation and relevant expertise.

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Where next for funds and investment structures - and what drives that choice?
2018 | 16 May 2018

How do fund managers choose the jurisdiction for their funds and investment structures? And why does Luxembourg remain so popular?

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OUTSOURCING: Sharing the administrative load
2018 | 11 May 2018

In our recent study, 1 in 4 fund managers highlighted an increased need to outsource fund administration to focus on core competences.

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THE RISE OF THE MACHINES: The increasing role of technology
2018 | 02 May 2018

According to our research, 70% of fund managers believe that smart technology will play an increasingly significant role in all areas of fund management and administration.

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CHANGING TIMES: The impact of political and regulatory measures
2018 | 26 Apr 2018

Increased regulatory pressure coupled with political uncertainty in the form of Brexit is prompting a review of operations and an uplift in jurisdictional shift.

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TOP 3 TRENDS: The future of Private Equity and Real Estate Fund Administration
2018 | 24 Apr 2018

In our new briefing paper, ‘The future of Private Equity and Real Estate funds administration' we review the current challenges and opportunities facing the administration of PE and RE funds and look ahead to future developments.

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The Future of Private Equity and Real Estate Fund Adminstration: a market insight
2018 | 23 Apr 2018

Ocorian's Alternative Investment team review the current trends in Private Equity and Real Estate Fund Administration.

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Brexit brings a review, but unlikely to bring long-term negatives to UK funds market
2018 | 17 Apr 2018

With the timing of the Transitional deal agreed, Richard Hansford, Ocorian’s Director for Alternative Investments, says the UK funds market is still open for business.

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Will Brexit necessitate more creativity in portfolios?
2018 | 10 Apr 2018

The ever-present Brexit juggernaut continues to roll on. Richard Hansford, Ocorian’s Director for Alternative Investments, ponders the impact of the transitional period on the private equity and real estate markets.

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The evolving Fund Management landscape post-Brexit - How best to prepare
2017 | 07 Sep 2017

Philip Bolton, Executive Director at Ocorian, will present his thoughts on the future for fund management post Brexit at Capital Creation 2017 in Monaco on Thursday 14 September.

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Substance - ESMA raises the stakes
2017 | 20 Jun 2017

As David Davis starts UK Brexit negotiations in Brussels this week with a "positive and constructive" state of mind, despite the General Election result, ESMA continues to push back, turning its attention to the topic of "Substance".

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Ocorian is pleased to be sponsoring The Private Equity Europe Forum
2017 | 19 Jun 2017

Ocorian is pleased to be sponsoring The Private Equity Europe Forum, Markets Group’s flagship private equity conference in Europe.

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UK goes to the Polls and ESMA issues Brexit Opinion
2017 | 08 Jun 2017

Private Equity and Real Estate Fund Managers with operations in the UK are faced with the prospect of having to change their current operating models to protect their businesses in the face of Brexit, whether hard or soft.

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The drive for greater transparency - Who owns that property?
2016 | 02 May 2017

UK Government issues call for evidence on beneficial ownership register of non-UK ownership of UK property

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Common Reporting Standard ("CRS") and the Impact on Private Equity Investment Structures
Publications | 20 Feb 2017

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.

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Competition for capital in the alternative investment market
2016 | 04 Mar 2016

It is safe to say that the competition for capital in the real estate and private equity industry is as competitive as it has ever been. With an ever-growing list of funds on the road seeking new capital; performance opens the door, but to win capital from ...

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The evolving role of the CFO at real estate and private equity houses
2016 | 15 Jan 2016

Over the last number of years, in particular since the global financial crisis, the role of the CFO at real estate and private equity asset management firms has evolved. The CFO's of today are not only responsible for tactically handling the day-to-day issu...

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Bedell Trust Depositary shortlisted for Best Fund Services Solution at the 2014 Investment Week Awards
2014 | 24 Jul 2014

Bedell Trust Depositary Services have been shortlisted in the forthcoming Investment Week Fund Services Awards 2014 for "Best Fund Service Solution", with the award ceremony taking place in London on 23rd September 2014.

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Bedell Trust authorised to provide depositary services from London
2014 | 15 Jul 2014

Bedell Trust has received regulatory approval and a variation of permission from the Financial Conduct Authority to provide depositary services to UK Alternative Investment Funds ("AIFs") as well as "depositary-lite" services to non-EEA AIFs from its London...

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Bedell Trust authorised to provide depositary services from Jersey
2014 | 23 Jun 2014

Bedell has received regulatory approval from the Jersey Financial Services Commission (the "JFSC") to provide depositary services from its Jersey office to all JFSC regulatory categories of investment funds, provided that the particular fund is either a clo...

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Bedell Fund Services expert to speak at AltAssets event in London
2014 | 29 May 2014

Philip Bolton, a director of Bedell Fund Services, will be speaking on a panel session at the AltAssets conference on the 3rd and 4th June in London.

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FCA AIFM application looms
2014 | 15 Apr 2014

Alternative Investment Fund Managers ("AIFMs") relying on the one year transitional provisions under the Alternative Investment Fund Managers Directive ("AIFMD") have been encouraged by the Financial Conduct Authority ("FCA") to submit their applications to...

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Bedell Fund Services exhibiting at the BVCA Summit, London, 17 October 2013
2013 | 05 Aug 2013

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Bedell to offer depositary services
2013 | 22 May 2013

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