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Company

Ocorian

Position

Director

Index

Trusts, Structuring & Offshore

Location

St Helier

Advice type

Alternative investments

Investment strategy

Non-UK trusts

Tax structuring

UK trusts

Client type

Family offices

Private clients

UHNW families

Sector Focus

Investments and Asset Management

Wealth Management & Private Banking

Ian Rumens

Spear’s Review

Qualified English solicitor and STEP member Ian Rumens is a Jersey-based executive director within the private client team at Ocorian.

He works closely with UHNW families, family offices and private clients, focusing on deploying their capital, including into non-traditional structures such as protected cell companies. The scale of his clients’ wealth means they often operate similarly to multinational companies, and Rumens is set the task of understanding their strategic objectives and working with their CIOs to establish onshore and offshore investment platforms.

With support from the firm’s other in-house experts, he offers advice that goes beyond traditional trust services, including setting up FCA-regulated companies and conducting security audits.

For Rumens, client confidence is key to strong professional relationships. ‘It’s about one word: trust,’ he tells Spear’s. ‘I spend quality time with clients; for those in the Middle East, I will go visit them during Ramadan and have a proper catch-up meeting with no agenda.’

Rank: Top Recommended

Top Recommended 2025, Trusts, Structuring & Offshore

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