Asset Management

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Expert. Efficient. High-tech.

To thrive in a complex world, asset managers need partners with global expertise. By combining our deep industry expertise across regulated, alternative and private markets with our robust solutions, we enable you to navigate complexities and seize emerging opportunities.

To succeed in a rapidly evolving market, our asset management clients must handle:

continuous regulatory changes,
increased demand for transparency,
evolving business models driven by digitalisation, and
integration of new products.

With our interconnected network and technology platforms, we give you efficient global solutions through a centralised hub so you can easily control and oversee your tax, reporting and compliance activities across your organisation.

Navigate the complex regulatory landscape

Make the most of our centralised and streamlined audit and risk solutions—tailored to your needs—to keep your firm compliant, efficient and able to scale.

Transform your data into actionable insights

Seamlessly integrate, analyse vast data sets, and gain a competitive edge with faster, smarter decisions using our advanced analytics solutions.

Optimise costs without sacrificing quality

Our accounting and tax solutions help streamline workflows and automate processes. That means your team can boost efficiency, focus on core activities and gain a cost advantage.

Navigate complexity and drive growth

Our clients face growing challenges from regulatory shifts, market volatility, digital change and operational pressures.

In working with some of the world’s largest managers and service providers, our dedicated asset management teams bring specialised insights and global expertise. We help clients adapt to rapid change, optimise their performance through operational excellence and outperform in a complex world. At Grant Thornton, we are proud to partner with industry leaders, including:

8 of the top 15 global asset servicing firms,
10 of the top 20 managers globally,
12% of the SPV audit market, and
4% of the funds audit market.

Get in touch

Shona O'Hea

Partner – Asset Management Lead

Contact Shona O'Hea Learn more about Shona O'Hea

Our asset management services

01 CFO advisory

Optimise your financial operations

Our dedicated asset management teams are deeply experienced in supporting wealth and investment managers, private markets operators, management companies and administration services.

Enabled by world-class technology, our tailored solutions support your fund control operations, global financial reporting and fund and system migrations. We also offer business process outsourcing, management and fund accounting and process optimisation and automation.

This enables you to outsource non-core activities, augment your current operations or manage change. Our team is experienced in hedge funds, private equity, real estate, private credit and infrastructure, and understands the complex reporting needs involved.

02 Financial crime compliance (FCC)

Access KYC, transaction monitoring, assurance and technology support

We provide comprehensive FCC operations, including risk ratings, file remediation and programme assessments. Our transaction monitoring services cover model validation, alert reviews and look-back assessments.

We also offer framework assessments and assurance through control evaluations and internal audit reviews. Furthermore, we support data analytics and technology solutions, including case management platforms and AML sanctions technology assessments.

03 Internal audit

Benefit from tailored internal audit and advisory solutions

By harnessing a deep understanding of your organisation and the wider ecosystem, we can offer bespoke internal audit and advisory solutions that enhance business value, support risk management, and align with strategic priorities.

Our services include co-sourced, outsourced and external quality assurance engagements across multiple jurisdictions.

Our approach involves thorough planning, fieldwork, and reporting, ensuring effective governance and risk management for both investment managers, fund service providers and pension funds.

04 Consulting and regulatory advisory

Transform your operations and address regulatory changes

Asset managers, service providers and wealth managers face disruption to their business model from regulatory change, technology, margin erosion and new challengers. Our consulting and regulatory teams help you navigate substantial changes including DORA, sustainability and digital asset regulation.

Our considerable portfolio, programme and project management team has extensive experience in change management. Our proven methodologies enable you to shape, mobilise and deliver end-to-end engagements.

05 Merger and acquisition advisory

Harness comprehensive advisory, valuation and post-deal integration services

Consolidation across the asset management industry continues as firms look to grow and seek out new revenue streams. We provide comprehensive merger and acquisition (M&A) advisory services to investment managers, fund administrators and portfolio companies.

Our offerings include valuation services, debt advisory, transaction advisory, post-deal integration, traditional M&A support and financial modelling. We help clients navigate complex transactions, optimise deal outcomes and drive successful integrations, ensuring long-term value creation.

06 Asset management audit

Gain full suite audit solutions powered by our gtap platform

Whether it’s an Irish ICAV, ILP, ETF, ELTIF or a traditional offshore US or Cayman domiciled fund, our dynamic, driven and specialist asset management audit team can provide deep expert knowledge.

Our audits ensure compliance, support investor confidence and help you build platforms for the future. Powered, enabled and supported by our internally developed automation platform, gtap, our audits turn data into insight and show asset managers the bigger picture.

We conduct statutory, voluntary and liquidation audits, while also delivering agreed-upon procedures, accounting opinions and technical accounting advice.

07 Tax advisory

Make the most of technology to stay ahead

Our tax team advises stakeholders across the funds ecosystem, from investors and participators to portfolio managers, ensuring they remain in line with the constantly evolving global tax and regulatory environment.

We help clients across a wide range of areas, such as fund structure design and set up, review fund documentation and draft or review operational guidelines, including transfer pricing. We also carry out tax health checks, internal audit reviews and investor level tax analysis, and we advise on reporting obligations.

In addition, we monitor international and domestic tax developments across corporation tax, investment undertaking tax, VAT, payroll taxes, capital gains tax, withholding tax, Irish real estate fund taxes, information reporting services—FATCA and CRS—and more.