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.
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
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.
Private equity
Solutions and advice to help maximise value
Real estate funds & investment management
Investor-focused solutions to support your real estate activity
Transfer pricing and financial services
Financial services groups face a perfect storm as tax authorities increase their transfer pricing reporting requirements and prudential regulators show a growing interest in pricing arrangements.
Contact
