Trust and Fund Administration Forum

Join us for an evening of networking and insights in our London Office.

Event details 

Forvis Mazars London office

Date: Tuesday 23 July

Time: 18:00 - 21:00

Register your place

Event host, Paul Joyce - Head of London M&A, will be joined by senior figures across the industry to lead a discussion on a range of critical topics across the Trust, Corporate Services and Fund Administration sector, including:

  • What are the key challenges facing the sector?
  • How have multiples and pricing evolved over the last decade?
  • How has the market evolved and how has this impacted the approach to M&A?
  • What do the next five years hold for the sector?

Timings
18:00 - 18:30 - Welcome drinks
18:30 - 19:30 - Panel discussion with our speakers followed by Q&A
19:30 - 20:30 - Networking drinks and canapes

 

Meet the panellists 

Paul Joyce - Forvis Mazars 

Paul is the Head of our London Mergers & Acquisitions team, focused on mid-market, UK and international transactions across a range of sectors, advising management teams and owner managers, private equity investors and corporates. He has significant experience of leading a variety of buy-side, sell-side and management advisory transactions, including complex modelling and deal structuring on cross-border transactions.

Alex Noel – Suntera

Alex is the Chief Financial Officer (CFO) and was appointed to the Group Board of Directors in early 2023. Alex joined Suntera Global as Director of Mergers and Acquisitions in 2020 and has over twelve years of financial services industry experience.

Jon Jennings – Equiom

Jon joined Equiom in November 2022 as CEO for the Group. Responsible for Equiom’s overall strategic direction and operational control, Jon is a hugely experienced financial services professional with a career spanning three decades and a variety of jurisdictions including Jersey, UK, Switzerland and Luxembourg. As well as his significant recent experience in institutional and corporate services, Jon also has an in-depth understanding of the private wealth sector.

Zach Mueller – JTC

Zach joined JTC in 2021 with responsibility for leading the Group’s Mergers & Acquisitions activity. Based in London and working directly with CEO Nigel Le Quesne and CFO Martin Fotheringham, Zach has a global remit to acquire high quality, complementary companies that grow and augment the JTC business. He will lead on all transactions from sourcing and evaluating opportunities through to post deal integration matters.