The global asset management industry continues to evolve amid persistent geopolitical tensions, shifting trade dynamics, inflationary pressures and rapid advances in AI. These forces are reshaping operating models, intensifying competition and elevating investor expectations.
Asset managers are navigating an environment where technology‑enabled transformation, fee pressure and the need for operational resilience are accelerating across the value chain.
Ireland remains a leading international hub for investment funds, underpinned by a strong regulatory framework and active supervisory focus. The Central Bank of Ireland (CBI) has highlighted liquidity risk, leverage risk and broader geopolitical and macro‑economic volatility as key areas of supervisory attention.
As a result, fund management companies are expected to maintain robust frameworks for liquidity stress‑testing, concentration risk monitoring and governance, reflecting the regulator’s emphasis on safeguarding financial stability and investor protection.
In this complex landscape, asset managers need partners who can confidently navigate them through shifting market conditions while supporting transparent, long‑term value creation.
With offices in all key asset management hubs worldwide, Forvis Mazars brings a strong international foundation and a deep understanding of global fund markets. Our integrated cross-border model combines local insight with global capability, supported by extensive experience across fund structures, such as Irish, Luxembourgish, Cayman and UK. This allows us to provide tailored professional services across the entire fund lifecycle.
Our asset management services
We support asset managers with a full range of audit, reporting, risk, valuation and tax services, backed by deep expertise in global accounting frameworks, including US GAAP, IFRS and FRS 102.
Our teams work across a wide variety of fund structures, including but not limited to:
Our audit practice is delivered through a partner‑led model that ensures senior oversight, continuity and a consistently high‑quality client experience. Our financial services audit team draws on deep sector expertise supported by a robust methodology designed for the asset management industry.
Our work is enhanced by a group-wide asset management audit tool that:
We bring strong technical capability and significant experience across a wide range of investment strategies and asset classes.
With a strong track record of meeting regulatory deadlines and active participation in Irish Funds working groups, we offer early insight into emerging reporting developments, evolving industry guidance and regulatory expectations.
The global economic environment continues to place increasing financial and regulatory demands on investment funds. As reporting standards evolve and expectations for high‑quality financial statements rise, strong technical expertise is essential to meeting stakeholder needs.
Our dedicated financial reporting team supports investment funds and management companies with the preparation, review and delivery of accurate, compliant financial statements. We draw on deep experience across global accounting frameworks and a strong understanding of the structures commonly used in the asset management industry,
Whether you require a fully outsourced reporting solution or targeted quality control reviews, we provide the level of support that best fits your operations.
Regulatory expectations for risk, compliance and internal audit functions continue to evolve, with both the European Securities and Markets Authority and the CBI placing greater emphasis on robust governance, enhanced frameworks and effective oversight the broader funds industry.
These evolving expectations underline the importance of practical insight into emerging regulatory standards. Our financial services risk consulting team regularly contributes to Irish Funds working groups that help define best practice in governance, risk management, regulatory compliance and internal audit.
We support established and newly authorised asset management clients to:
Valuation has become an increasingly critical area as regulators place greater focus on valuation governance, private market exposure continues to grow and market volatility increases the complexity and judgement involved in fair value measurement. Against this backdrop, independent valuation processes are essential to supporting accurate fund net asset values, investor confidence and regulatory compliance.
Our valuation services are delivered through a specialist-led model that combines deep technical expertise with a practical understanding of fund structures, regulatory expectations and audit scrutiny. We advise across a broad range of valuation contexts, including:
We have extensive experience across private equity, private credit and loan portfolios, complex debt and equity instruments, derivatives and structured products. Our work is supported by deep knowledge of global valuation requirements and a rigorous approach to fair value measurement, including fair value hierarchy assessments, model calibration, back‑testing and sensitivity analysis.
Ireland continues to attract significant investment from global asset management firms. However, this growth brings increasingly complex tax challenges. Asset managers must navigate shifting international regulations and evolving domestic policies while maintaining compliance and operational efficiency.
As a global network firm, Forvis Mazars is uniquely positioned to provide multi‑jurisdictional tax advice tailored to your operational needs. Our experienced tax professionals work with a wide range of asset management firms, offering bespoke tax planning and compliance solutions that minimise risk, enhance efficiency and support long‑term growth, including:
Regulation continues to shape the strategic direction of the funds industry, with EU, UK and Irish regulators placing increasing emphasis on resilience, sound risk management and effective oversight. Keeping pace with evolving rules and expanding reporting obligations can be challenging for firms operating in this environment.
Our team includes experienced professionals with backgrounds in risk management, compliance and regulatory roles. Several members have successfully completed Central Bank of Ireland licence applications and Central Bank of Ireland remediation projects, giving them practical insight into supervisory expectations and the standards required for ongoing compliance.
We support firms across the funds industry by providing a range of regulated services, including:
Our experts have a deep understanding of current regulatory risk and compliance issues financial institutions face and help you navigate the complex financial services regulatory landscape.
Get in touch with our team today to discuss the wide range of services available for asset management firms.
The Central Bank of Ireland (CBI) has released its third annual “Regulatory and Supervisory Outlook” report, highlighting the key trends facing the financial sector in Ireland.
The European Banking Authority’s Pillar 3 Data Hub (P3DH) is a centralised platform created under the EU’s Basel III framework to improve transparency in how prudential disclosures are collected, organised and shared across the banking sector.
In an in-depth discussion with The Business Post on 29 January 2026, Sharon Donnery, a member of the Supervisory Board of the ECB, shared her insights on geopolitical risks, financial market disruptors, regulatory priorities and banking supervision.
In an ever-changing regulatory landscape, we help our clients embrace reform, reshape their strategies, and mitigate regulatory risk.
Where sustainability drives strategy, resilience and commercial performance.
Protect your strategic vision through a dynamic approach to internal audit
Helping you create a resilient framework and culture that keeps you a step ahead of uncertainty
Independence and rigour that provides confidence and transparency for stakeholders and society.
Insight and innovation to guide you through an ever-evolving tax landscape.
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