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19 Sep 2024

Fund, Trust and Corporate Services

The structural mega-trends underpinning the Fund, Trust and Corporate Services sector continue to generate strong levels of growth and corporate activity.


Anecdotally, service providers enjoyed good levels of organic growth during 2023, whilst M&A also continued at pace, with over 40 transactions announcing in the last 12 months. We believe that the outlook for the sector is as robust as ever, as evolving regulatory complexity drives the outsourcing agenda.

In our latest update on the sector we cover:

  • Recent market developments: How the macro-economic backdrop and regulatory developments impact the demand for services and the attractiveness of the sector
  • Recent M&A: An overview of the 40+ transactions that have occurred over the last 12 months
  • A refresh on the core investment thesis: A reminder of some of the key elements which underpin the attractiveness of both the alternative asset servicing and private client sectors
  • JTC’s most recent results: An overview of JTC’s results for 2023
  • Alpha FMC acquired by Bridgepoint: An overview of our latest deal in the wider space

 

Read our report for more insight

H2 2024 report

Lets start a conversation

Lets start a conversation

Ed Thomas

Ed Thomas

Head of Services M&A advisory

Dan Oldham

Dan Oldham

Associate Director Services M&A Advisory