Weekly Market Intelligence - Nov 8, 2025:The org chart just became a competitive weapon in trust services.

This week's intelligence reveals something more significant than another acquisition or product launch: the industry is bifurcating into companies restructuring around digital platforms vs. those treating tech as a bolt-on.

What moved:

🔹 Ocorian created TWO C-suite tech roles in 48 hours—CDO + Global Head of Capability Centres (reporting to CDO). Digital now commands operations delivery, not "partners with" it.

🔹 Vistra published real AI metrics: 30,000+ entities managed in 6 months on their Global Expansion Platform. While competitors announce "initiatives," Vistra documented actual adoption.

🔹 JTC's £20M Kleinwort Hambros deal attracted Vanguard crossing 5% threshold—institutional validation that integration competence is now competitive advantage.

The signal 12 of 16 companies were silent this week: The gap between digital leaders and followers is widening.

Diagnostic question for trust company CEOs: Does your digital leadership have operational authority, or just advisory influence? Partnership structures typically mean veto rights—and failed transformations.

Full analysis + CEO decision frameworks 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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Weekly Market Intelligence - Nov 15, 2025:The Strategic Inflection Point

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Weekly Market Intelligence - Nov 1, 2025: Trust industry M&A hits "platform completion" mode