2025 Trust & Corporate Services Industry Market Intelligence & Strategic Insights Report

The global trust and corporate services market is entering a 30-month reset. With CRS 2.0 and CARF set for full enforcement by 2027, the convergence of regulation, digitalization, and a $83.5 trillion wealth transfer is redrawing the rules of relevance.

The new baseline: automation, auditability, and operational clarity.

Regulatory velocity: 51 jurisdictions have committed to next-gen reporting frameworks. Compliance is no longer a function—it’s a differentiator.

Client reconfiguration: Next-gen UHNW clients demand digital-first, values-aligned infrastructure.

Technology as architecture: SaaS-based, API-integrated systems are separating firms positioned for resilience from those still reliant on manual controls.

Firms like TMF and JTC show the path forward: combine regulatory readiness with precision systems, not scale for its own sake.

The future is not faster. It’s cleaner. Quieter. More structurally sound.

The next era won’t be led by the biggest players, but by those with the cleanest architecture and the quietest control.

You can access the full 2025 Strategic Market Intelligence Report here.

Frédéric Sanz

With over 20 years of elite financial expertise in Switzerland, I specialize in managing UHNWIs assets, leading high-performing teams, and driving innovation in wealth management. As a TEP, MSc., MAS, and Executive MBA with AI diplomas from MIT and Kellogg, I combine deep technical knowledge with strategic leadership for business growth.

A blockchain specialist, I deliver exceptional revenue growth while elevating client satisfaction. Fluent in Spanish, French, Italian, and English, I offer a global perspective, blending advanced AI-driven strategies with traditional wealth management.

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