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 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 asset 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

Finance for good

Sustainability has become a leading strategic priority for the financial sector. Climate change, in particular, is widely recognised as a major threat to the stability of the world economy.

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Covid-19 and the world of private equity

Against the backdrop of the Covid-19 pandemic, the Mazars Global Financial Advisory team surveyed private equity funds and investors to gauge their level of optimism, understand their challenges and concerns for the future and hear about their response strategy.

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Let's talk financial services

Looking for insights on key financial services' topics today? Forvis Mazars' financial services experts help you think outside the box.

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Capabilities

Бухгалтерський аутсорсинг

Партнер з аутсорсингу, що допомагає максимально задіяти найсильніші сторони

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Аудит та надання впевненості

Незалежність та об’єктивність, що забезпечують впевненість і прозорість для зацікавлених сторін й суспільства

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Послуги з питань оподаткування

Інсайти та інновації допоможуть вам орієнтуватися у сучасному мінливому глобальному податковому ландшафті. Forvis Mazars є глобальною інтегрованою компанією, яка представлена в найбільших економіках світу, що дає нам змогу досягати глибокого розуміння складних податкових питань у сьогоднішньому глобалізованому економічному кліматі.

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