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.
Featured
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.
The Funds & Corporate Services Sector Report: H1 2026
This Phoenix Search briefing maps the deals, leadership moves and hiring signals across the U.S., UK and Europe.
Download the full report for the complete M&A table, the appointments tracker, and our read on where hiring is headed next.
Global CFO Survey 2026: Selective Conviction in a Fragmented Recovery
The 2026 Global CFO Survey from Phoenix Search reveals a defining shift in mindset among finance leaders.
If 2025 was characterised by guarded optimism, 2026 is marked by disciplined realism.
CFOs and The Future of Work: Key Challenges and Trends in the Modern Financial Landscape
In an era of rapid change and relentless innovation, the role of Chief Financial Officers (CFOs) has
evolved far beyond the traditional confines of financial management.
Asset Management & Investment Funds: 2025 Market Trends & Insights
With 2025 firmly underway, the EMEA investment funds market shows little sign of “slowing down”.
The Future of Finance
This guide explores the impact of AI on the finance function, providing real-world case studies and expert opinions to illustrate the potential benefits.
Global CFO Survey
This Global CFO Survey 2025 provides deep insights from finance leaders across industries, identifying the key priorities, challenges, and strategic shifts that will define the year ahead.
