Asset management

In recent years, the asset management industry has been subject to an increasingly complex regulatory environment. New regulations have put cost, risk management and stakeholder expectations in the spotlight. We offer tools to help you thrive in a complex sector and solutions that are the right fit for you and for society at large. 

Our approach

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

Against this backdrop, asset managers are seeking solutions that can help them preserve their business and remain competitive in a crowded market. At Forvis Mazars, we have an integrated cross-border approach to providing your asset management business with a range of specialist professional services both for regulated and unregulated structures.

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

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

Our services

Our range of personalised investment management services span:

• Strategy
• Audit and assurance services
• Governance, risk and internal control
• Valuation and quantitative solutions
• Tax services, including tax reporting for funds
• Regulated services for funds
• Financial reporting advisory
• Funds and asset management transactional advisory
• Risk management for alternative investment funds
• Internal audit services
• ISAE 3402 reports