TSL Express Daily News

Ocorian, a market leader in asset servicing and leading service provider for asset managers, has appointed Amy Meza as Director - Fund Accounting, further strengthening its rapidly growing Fund Services team in the US.

Based in Dallas, she will report to Lynne Westbrook, Head of Fund Services, adding more experience and expertise to Ocorian’s expansion in the US following the acquisition of EdgePoint Fund Services in December last year.

Previously she was VP Financial Control at Zip Co Limited and CAO/Controller at Direct Access Capital and has diverse experience across global financial services, private equity, treasury management and change management.

She started her career with Deloitte and has also worked at JP Morgan Chase as a fund accounting manager and with SS&C Technologies where she was Associate Director of Fund Accounting

Lynne Westbrook, Head of Fund Services – Dallas at Ocorian said: “Amy’s appointment brings further experience and expertise to Ocorian, and she will make a major contribution as we continue to build our business in the US.”

Amy Meza added: “Ocorian is ambitious about growing its business in the US which makes it an exciting time to join, and I look forward to supporting colleagues and clients to help deliver our expansion plans.”

ENDS

Phil Anderson at Perception A on 044 7767 491 519

Notes to editors

Ocorian in the US

Ocorian first entered the US market in 2021 with the acquisition of Philadelphia-based Emphasys Technologies, marking the start of its expansion across the country. Since then, the company has been enhancing its onshore capabilities, making key hires and building out its service offerings to support its growing client base, most recently announcing the acquisition of EdgePoint in Dallas, Texas (LINK).

Through its New York operations at 505 5th Avenue, Ocorian provides fund managers, private clients, and companies with access to structuring and fund domiciliation hubs worldwide, from Europe and the Middle East to the Caribbean, Latin America, Africa, and Asia Pacific.

The firm's extensive network enables it to deliver proactive administration and compliance solutions that optimise investment performance and business operations across the debt, private, and capital markets.

About Ocorian

Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.

Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.

Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.

The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US.

To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com.