Ocorian, a provider of trust, administration and fiduciary services to corporate, institutional and private investors, has made three senior additions to its management team in Luxembourg – Susana Carvalho – Associate Director, Head of Funds Operations, Emmanuelle Poret – Head of Client Onboarding, and Rachel Aguirre – Head of Luxembourg Operations.
Managing Director and Head of Luxembourg and The Netherlands, Jean-Marie Bettinger, says: ‘We are delighted that Susana, Emmanuelle and Rachel have joined us at such an exciting time for the Luxembourg office. Their impressive experience and expertise will help us to continue to offer a high-level of client service and will also help drive our ambitious growth plans in the region.’
Carvalho joins from a Luxembourg-based alternative investment fund manager, where she also held the position of Head of Operations. She brings a wealth of experience to the Luxembourg office having previously held management and leadership positions at M&G Real Estate, HSBC and JP Morgan.
Carvalho says: ‘I am delighted to have been offered this opportunity with Ocorian, a company with great potential underpinned by the support of Inflexion, an award-winning private equity firm.
‘I am convinced that my background in private equity and real estate will be pivotal in strengthening the fund service delivery in Luxembourg. I’m looking forward to working closely with the management team here, delivering people and fund administration solutions to our clients and their investors.’
Poret brings considerable experience to Ocorian from over 12 years at Arendt and Medernach and Arendt Services in Luxembourg, most recently leading the Client Relationship Management department.
Poret says: ‘I am focussed on ensuring a smooth and efficient onboarding process for new clients of Ocorian, while continuing the firm’s reputation for excellent service.
‘I feel we are in a fantastic position to strengthen our position within alternative investments. I look forward to contributing my knowledge and experience of the Luxembourg market to a firm with such an enviable global footprint.’
Aguirre will lead Ocorian’s Luxembourg Operations team and brings with her a wealth of expertise in the Funds industry as well as OTC Derivatives. She has lived and worked in several countries, including Luxembourg from 1997- 2000 and 2003-2011, where she worked in the Corporate Services department at Deutsche Bank, leading their accounting team. Aguirre then worked for State Street bank leading their alternative funds operations team. She has just returned from California where she was a Relationship Manager for State Street in the Collateral Management and OTC Derivatives space. Aguirre has a deep appreciation for staff development, thanks in part to her time in New Zealand between 2000 and 2003 where she was a professor of accounting as well as Leadership & management Development.
‘It is with great pleasure that I return to Luxembourg, and with great appreciation to Ocorian for providing this opportunity to share my knowledge and skillset with our operations teams,’ she says. ‘We have a terrific staff and I look forward to supporting them and providing tools to ensure that Ocorian maintains its best-in-class status with regards to servicing our clients’.
