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Quarterly Market Insights

Fund Services Market Insights

Q3 2026 at a glance

Our quarterly view of the deals, senior leadership moves and market trends shaping fund administration, fund services and corporate services across Ireland, the UK, Europe and the U.S. Every edition is published here, on LinkedIn and as a downloadable report.

  • $5.1bn enterprise value for KKR’s agreed acquisition of Gen II Fund Services, which administers more than $2tn for over 275 managers.
  • £2.7bn Permira and CPP Investments take-private of JTC, completed on 1 September.
  • 3 bank-owned servicing businesses changing hands in ten weeks, including UBS’s exit from fund administration.
  • 17 principal U.S., UK and European transactions and investments tracked from July to early October, plus one reported sale process.
  • 20+ senior appointments at Director level and above, led by commercial, product and technology hires from outside the sector.

Read the Q3 2026 Funds and Corporate Services Sector Report online.

Download the Q3 2026 report

The full Q3 2026 report includes every transaction and senior appointment we tracked this quarter, plus our market backdrop. Enter your details to download it.

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Phoenix Search runs senior searches across fund administration, fund services, corporate and trust services, and depositary businesses in Ireland, the UK, Europe, the U.S. and the offshore centres. Find out more about our fund administration executive search and corporate and trust services practices, or contact Ed Rossiter and Gavin Holmes.

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  • Pursuant to the passing of a resolution of the board of directors of TalentIQ Limited, Company Number: 636810, on 9 th September 2026, and being satisfied that David O’Connor of BDO, Block 3, Miesian Plaza, 50-58 Baggot Street Lower, Dublin 2 is qualified in accordance with Section 633 of the Companies Act 2014 (‘the Act’) for appointment as a process adviser, David O’Connor has been appointed as process adviser for the company, in accordance with Section 558E of the Act for the purpose of preparing a rescue plan in accordance with the provisions of Part 10A of the Act.