Fund Services Monthly Briefing: October 2026
KKR agrees Gen II, Carta wins a Luxembourg PSF licence and Formidium completes Ci Fund Services. October’s fund services deals, hires and data.
Lagarde’s Early Exit Is a Succession Lesson for Every Board
Christine Lagarde’s early ECB exit shows what good CEO succession planning looks like, and the questions every financial services board should ask now.
M&A Readiness Is Now Part of the CFO Brief
Deal values are near record highs, yet most firms are not ready to transact. Why CFO M&A readiness now belongs in the brief, and what boards should ask.
The Battle for Senior Dealmakers: What Banks Are Really Hiring For
Senior banker moves at JPMorgan, Evercore and Citi show what banks really hire for: sector franchise, sponsor coverage and teams that last. Our view.
Fund Administration Has New Owners. Are Its Leaders Ready?
New owners are paying premium prices for fund administrators that can scale, integrate and automate. The pressure lands on the leadership layer beneath the CEO.
What PE Sponsors Need From a Portfolio CFO in 2026
The portfolio CFO brief has changed. Holds are longer, exits are harder to time, financing costs more and boards want
The Investment Banking Sector Report Q3 2026: A Record Year, a Softer Quarter and the Battle for Senior Dealmakers
Q3 M&A slowed to $993bn but 2026 is still a record year. Phoenix Search on the deals, adviser consolidation and senior banking moves shaping the market.
The Funds & Corporate Services Sector Report: Q3 2026
KKR buys Gen II, JTC goes private and banks step back from fund administration. The Q3 2026 deals, senior hires and trends shaping fund services leadership.
The US Playbook for Irish Companies
Phoenix Search’s guide to US expansion for Irish companies: six US cities compared, who to hire first, what a US team really costs and how regulated businesses should sequence their hires.
Building Your C-Suite in Payments: Ireland, UK and US
Building a leadership team for a payments or e-money business is now as much a regulatory exercise as a commercial
