Unprecedented change has become the standard for asset managers but with our expert and entrepreneurial team, we can help clients create and maximise opportunities to build resilience and a sustainable future.
Asset managers are feeling the pressure. An increasingly complex regulatory environment, FinTech disruptors, changes in consumer behaviour, the growth of digital assets and ESG investing pose unique challenges.
Our deep understanding of the regulatory landscape and industry insights allow us to take a proactive approach to put you on the front foot.
Our Asset Management team can advise on many areas including:
Governance, Risk & Compliance
Audit & Assurance
ESG and sustainability
Asset Management Insight and Events
Implications for UK-based investment funds of the Upper Tribunal’s decision for salaried members of Limited Liability Partnerships
UK Qualifying Asset Holding Companies regime key features
Should Your Business Have a Digital Asset Strategy?
Investment Firms Prudential Regime (IFPR) – One Year On
- We act locally think globally; we are the UK member of Baker Tilly International one of the world’s top nine networks with 122 member firms.
- We are unafraid to challenge when we see a better solution: we help asset managers re-think everything.
- We build strong partnership with our people and our clients to help us build a more fair and sustainable future together.
- We believe in a changing marketplace the best way to adapt is to be proactive and entrepreneurial.
Our Asset Management team
Partner and Group ChairmanFull details
Audit & Assurance, PartnerFull details
Financial Services PartnerFull details
Managing PartnerFull details
Audit PartnerFull details
Opportunities, not challenges
Asset management is an exciting and dynamic sector. ESG investing and compliance is more important than ever; digital assets are revolutionising the way money is created, transferred and stored; Fintechs continue to rip up all the rulebooks and we now find ourselves in a new higher interest rate environment, a sudden change from the monetary regime of the past 15 years.
Asset management accounting, audit and compliance
Where others see challenges, we see opportunities. Success in this environment requires a strategy that considers each and every aspect of the business, including new asset classes and markets. Asset managers also need help to examine, through data and analytics, each process within their operation and how this contributes to the overall success of the organisation. Our team are at hand to help asset managers re-think everything, from pricing and operating models to competition and convergence.
Globally, as the UK member of Baker Tilly International, we have a significant presence in each of the financial centres across the globe. We work with a wide range of organisations of all sizes across banking and brokerage, securities, wealth and asset management to payment institutions.
Our proactive monitoring of the regulatory horizon offers valuable insight into the industry landscape, from consultation to implementation. We call on the expertise of our team and our international network in finance, risk, technology and compliance to meet financial service firms’ growing needs.