Asset management

Integrated professional services that generate long-term value

In recent years, the asset management industry has been subject to an increasingly complex regulatory environment. New regulations place cost, risk management, and stakeholder expectations in focus. We offer tools to help you thrive in a complex sector and solutions that are a perfect fit for you and society as a whole.

Our Approach

Asset managers are facing stricter regulations, increasing compliance costs, and a greater focus on risk management. At the same time, customer expectations for new products and sustainable investment solutions are rising, and digital disruption is accelerating the shift away from legacy systems. This is forcing companies to embrace new technologies and transform their business models.

In this landscape, asset managers are seeking solutions that can help them preserve their businesses and remain competitive in a crowded market. At Forvis Mazars, we have an integrated approach that extends beyond borders to provide your asset management business with a range of highly skilled professional services for both regulated and unregulated structures.

Our global network means we can apply our asset management knowledge and regulatory credentials to the value chain of your business. We have local and international teams that can provide you with customized solutions that meet your business requirements and help you achieve your long-term goals.

We work with clients of all sizes to provide audit, consulting, and tax services that are specifically tailored to investment managers and their unique business needs. Throughout, our focus is on delivering the right solutions for the right purpose, so you can generate long-term value for your stakeholders and clients.