Insights

Asset Management Services in Bermuda

Confidence to grow

Creating a competitive advantage through an integrated, global approach. No matter how complex the issues you are facing - and no matter where they arise - Deloitte member firms have the resources and answers you need to move forward.

A locally-based team. Global expertise.

Deloitte’s investment management group has a presence on every continent and in each financial center around the globe.  Deloitte’s global investment management group is comprised of more than 7,000 practitioners providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of investment management companies. Our member firm clients include investment advisers and administrators from every sector of the industry, including investment managers, wealth managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity funds, alternative products, and other money managers. The group aims to provide unmatched levels of service and insight across the investment management value chain.

Overview

As strategic advisors to the top thirty global investment managers, Deloitte member firms understand the importance of having confidence in your people, your processes, and your reporting. Deloitte member firm practitioners help clients act decisively on a daily basis through connectedness - bridging markets and market developments, managers and managed solutions, and business leaders and balance sheets.

Our member firms’ multidisciplinary practices empowers clients to go beyond the ledger, merging worldly awareness and local smarts to spot for new opportunities and deliver disciplined growth throughout their business’s life cycle. Deloitte member firm practitioners see every challenge and opportunity through the lens of their clients, bringing fresh perspective and insights that enhance their focus and strengthen their ability to compete and win. Our recommendations and our relationships yield results - when it matters most.

The global investment management industry is in an enviable spot. Investment managers have steadily added new assets while navigating the complexities of the business. Having grasped this balance, investment managers are now looking to up their game and they need to make clear choices about where to play and how to develop a competitive advantage.

 

What we offer

  • Financial statement audits of wide range of investment strategies and structures
  • SSAE 16 Reports for administrators and investment advisors, including readiness engagements
  • Agreed-upon procedures engagements
  • Advisory services on adoption of new accounting standards
  • Advisory services on preparations of annual financial statements
  • Advice on changes to offshore and onshore regulatory environments
  • Conversions from US GAAP to IFRS
  • Access to Deloitte’s global investment management expertise
     
Asset Management Services in Bermuda

View or download our Asset Management Services factsheet by clicking the image above.

Our network

Deloitte has a strong presence in the Caribbean and Bermuda, with more than 500 professionals dedicated to bringing their talents to bear on our clients’ unique issues.

The Deloitte Caribbean and Bermuda countries serves the English-speaking Caribbean from offices in The Bahamas, Barbados, Bermuda, British and United States Virgin Islands, Cayman Islands, and Trinidad and Tobago. Though we operate in multiple countries, our professionals have a single focus: to help clients navigate their business challenges and achieve success.

View our offices across the Caribbean and Bermuda region
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