Asset management

Enhance your back office and investor experience


Building relationships to grow assets under management


Asset management firms need to be agile to meet investor expectations amid intense competition in a digitally driven landscape. That’s why we champion agility to provide fresh perspectives tailored to your needs for improving efficiency, reducing risks, boosting transparency and customization of investor experience, and lowering operating costs while driving growth in assets under management.


Our substantial experience in private fund and regulated fund audits, corporate tax, growth advisory and risk advisory services helps you navigate changing areas and enhance your investor relationships.


Sectors we serve

We tailor strategies and solutions to help reduce risks and address critical operational, financial reporting and compliance issues through a range of Audit & Assurance, Tax and Advisory services including fund formation, transaction services, tax advisory and restructuring, regulatory compliance, risk management, operational guidance, digital strategy, and audit and tax compliance.


Linking strategy and execution, our services include Audit & Assurance and tax compliance, fund formation, offshore investment strategies, regulatory compliance, valuation services, SEC readiness, risk management, operational guidance, Transaction Advisory services, digital transformation, and personal tax planning strategies.


We help registered investment company clients, including leaders at mutual funds, exchange-traded funds, and real estate investment trusts, reduce compliance costs and ease their tax and reporting burdens with a full range of audit, tax, compliance and advisory services.


Offering guidance to business development companies at every stage of the investment cycle, our experienced specialists help navigate complex legal, tax and accounting requirements with our full range of audit, tax, valuation and advisory services.


How we can help you


We offer tailored services that fit your individual needs so you can drive growth and become more efficient.


Audit innovation


Our fresh thinking

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Events & webcasts

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Connect with our Asset Management leaders


Ready to talk? We’re ready to listen.


Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.


Want to submit an RFP? Please submit your request through our RFP submission page.


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