Investors

Our Strategy

We are committed to creating lasting, long term value for all our stakeholders, including clients, our people and shareholders. Our strategic strengths, focus areas and our award-winning Shared Ownership model help us achieve this through a combination of organic growth, service excellence and disciplined acquisitions. We take a long term approach to growth.

10 %+

Net Organic Growth p.a.

1.5 -2.0 x

Leverage

33 -38%

Underlying EBITDA Margin

85 -90%

Cash Conversion

Our Growth Strategy

Our well-established guidance is to deliver 10%+ net organic revenue growth during the Cosmos era.

Organic Inorganic

Organic Growth Strategy

We have a strategic focus on high-growth regions and cementing our presence there. We grow organically by offering service excellence, an innovate suite of solutions and building long term relationships. This ensures that our growth is meaningful and sustainable. We have also built and expanded a robust network of intermediary partners who regularly refer clients to us.

As the Group has grown in size and reputation, it has increasingly developed new client relationships through direct engagement. Our focus on service quality drives high client retention and provides strong revenue visibility.

40 %

Growth in the Cosmos Era from Organic Efforts

Inorganic Growth Strategy

We make strategic acquisitions designed to enhance our capabilities and expand our services, while remaining extremely disciplined in our approach. We know when to walk away from a deal and when our ‘2+2=5’ philosophy is at play. Our combined efforts must yield greater value than the sum of individual parts.

All our acquisitions are seamlessly integrated into our global systems and operations through a meticulous process. This remains an important aspect of our inorganic growth as we welcome new colleagues and clients to our platform.

1 %

Growth in the Cosmos Era from Inorganic Efforts

Our Key Market Drivers

We serve a variety of markets that are experiencing a number of shared long-term trends. These trends offer significant growth opportunities for JTC in a fragmented global industry.

High

Medium

Low

Globalisation and Rising Global Wealth

Communication, cooperation and flow of capital is now far easier across international borders. Both private and institutional investors increasingly want to pursue strategies that mean operating internationally. We have a scalable global platform with an established presence in all key jurisdictions to offer clients seamless services as they operate and expand across multiple jurisdictions.

Pace of change

Near-term impact

Long-term impact

Increased Regulation

The growing complexity and scope of regulation and compliance makes the risk of errors or omissions greater every year. Outsourcing is therefore increasingly attractive, through specialists who are constantly on top of the latest regulatory changes, and who can both navigate them and find opportunities within them. We have the capacity and expertise to help clients comply with the highest standards.

Pace of change

Near-term impact

Long-term impact

Growing Propensity to Outsource

As complexity increases, the long term benefits of outsourcing increasingly outweigh having to recruit, train and build an in-house team. We are in a position to help large, complex organisations transform strategically to a lighter operating model. We can offer certainty on costs alongside increased accuracy and allow the client to focus on their core activities.

Pace of change

Near-term impact

Long-term impact

Continued Market Consolidation

Consolidation throughout our industry enables service providers to offer multi-sector and multi-jurisdiction capabilities and solutions. We maintain a strong pipeline of M&A opportunities, to be able to access the right deals at the right time. Our Shared Ownership culture and reputation for being straightforward to deal with makes us a popular acquirer.

Pace of change

Near-term impact

Long-term impact

Opportunities Through Technology

Each year, advances in technology improve speed and efficiency, mitigate risks of human error and automate mundane tasks. The growing profile of AI and in particular large language models is a notable example of this trend. We combine the best people with the best technology to get the best results. We continue to use best-in-class technology to improve and expand our services, training our people to maximise the benefits of our systems.

Pace of change

Near-term impact

Long-term impact

Sustainability, Impact and ESG

Sustainable, impact and ESG related funds have been steadily increasing in scale and popularity. However, standards evolve and are a growing element of mainstream disclosures. We offer our technology-enabled advisory, regulatory compliance and outsourced reporting services, providing clients expertise on the complex sustainability regulation and reporting frameworks.

Pace of change

Near-term impact

Long-term impact

Our Business Plan Eras

We organise our strategy into multi-year business plans, which we call ‘eras’. Each era has a distinct identity, allowing everyone across the Group to align strategically and work towards the same goals with clarity and purpose. We kicked off the Cosmos era in January 2024 with a vision of doubling the business for the third time since our IPO.