Asset and wealth management

The asset and wealth management sector is continuously evolving. Not only is there complex regulatory compliance to deal with, but there are customer and workforce pressures that can stretch even the most experienced teams.

Our team specialise in supporting firms from the more traditional asset managers such as wealth managers and independent financial advisers (IFAs) to alternative investment managers such as private wealth, private equity, listed funds and VCTs, and collective investment schemes.

We offer comprehensive support across a range of services, including audit, tax, risk and governance (covering internal audit and regulatory compliance for both the FCA and PRA), deal services such as due diligence and M&A, business transformation, and restructuring advisory.