Asset Management

Applying our industry expertise to the design and implementation of your transformation plans

Tighter competition, increasingly stringent regulatory requirements and clients’ insistence on transparency are some of the major challenges which the asset management sector is facing. Asset management companies need to be able to offer innovative products and adapt their organisation whilst managing risk.

Chartered accountancy

Accounting and taxation services provided to asset management companies: bookkeeping, producing annual financial statements and tax returns

Bookkeeping for capital investment vehicles: maintaining portfolios, historic monitoring of securities, calculating NAV, statutory and contractual reports, ratios, Bank of France statistics

Consultancy

Transaction Services

  • Audit on acquisition / disposal

 

MEET OUR TEAMS AT IPEM 2022

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