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Podcast series | Conversations in private wealth

Conversations in Private Wealth explores the most pressing issues in wealth preservation and family office management across the globe.

Designed for intermediaries advising ultra-high-net-worth families, each episode is hosted by Ocorian and features in-depth discussions with industry experts on key trends, challenges, and opportunities shaping the private wealth landscape.
 
No topic is off-limits—including those that are complex or controversial. With a new guest in every episode, we provide candid, expert insights to help advisors navigate the evolving world of wealth with confidence.

Watch all of our recent podcasts here: 

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Episode 4: Unpacking leadership: Managing conflict, governance and generational dynamics  

Lynda O Mahoney, Global Head of Commercial Directors for Private Client at Ocorian, and Basma Alzamil, Family Business Advisor at Lansberg Gersick Advisors, sit down to discuss key topics in family business leadership. Their conversation explores business governance and the challenges of managing intergenerational conflicts as family businesses grow and evolve.

Watch here. 

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Episode 3: How AI and tech will shape the future of wealth and asset management  

Annerien Hurter, Global Head of Private Client at Ocorian and Benjamin Moute, CEO at Landytech discuss how AI and tech are reshaping how we work, invest and interact with financial services. They also discuss what brought us here and where the future's headed. 

Watch here. 

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Episode 2: Navigating family & business governance in Asia 

Shawn Wang, Director & Head of Trust Services at Ocorian sits down with Zac Lucas, Private Client Lawyer & Partner at Spencer West, to discuss how they are helping family offices navigate both family & business governance across Asia.

Watch here. 

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Episode 1: Cyber, physical & human threats to family offices 

Michael Harman, Commercial Director at Ocorian, sits down with Toro Solutions CEO, Peter Connolly, to discuss the cyber, physical, and human threats targeting family offices in today’s risk landscape, and how these can be mitigated.

Watch here.

Speak to the experts to learn more about our Private Client service offering

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Lynda O'Mahoney
Global Head of Commercial Directors - Private Clients

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Novia Lu
Commercial Director - APAC

 

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Michael Harman
Commercial Director - UK & Channel Islands

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John Felicite
Commercial Director - Africa

 

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Leevyn Isabel
Commercial Director - Middle East