Supporting investment firms with clarity, confidence and control
The investment management industry is evolving rapidly. Regulatory reform, shifting investor expectations, ESG obligations and digital disruption are reshaping the landscape. Whether you’re managing alternative assets, launching a new fund or navigating complex capital markets, Moore Kingston Smith is your trusted adviser.
We provide specialist accounting, audit, tax and regulatory support tailored to the needs of asset managers, helping you stay compliant, grow with confidence, and deliver value to investors.
Who we work with
We support a broad range of asset management businesses, including:
- Asset and fund managers (UCITS, AIFs, REITs)
- Venture capital, private equity and real estate fund managers
- Wealth managers, family offices and high-net-worth advisers
- Authorised corporate directors (ACDs) and fund platforms
- Discretionary and multi-asset managers
- Listed and non-listed investment vehicles
Why partner with Moore Kingston Smith?
- Specialist focus on regulated investment firms and fund structures
- Deep sector expertise across structures, fees and reporting obligations
- Regulatory fluency built into every engagement
- Partner-led relationships with responsive, hands-on service
- Global capability through Moore Global for cross-border groups and fund managers
How we support investment firms
- Audit of investment firms and fund structures
- Valuation and fair value review of complex assets
- NAV verification and valuation policy testing
- Client money (CASS) audits
- ESG and SFDR-aligned reporting
- Partner profit extraction and remuneration strategy
- Outsourced finance function for boutique and start-up managers
- Tax structuring for funds and managers
- VAT advice, including partial exemption and special methods
Commercial, sector-focused advice
We combine technical excellence with commercial insight. From fee pressure and regulatory reform to ESG scrutiny and talent retention, we understand the real-world challenges facing asset managers and deliver practical advice that goes beyond compliance.
- Partner-led engagement model
- Specialist asset management team with deep industry knowledge
- Experience across both traditional and alternative funds (200+ fund audits, AUM over £15 billion)
- Seamless international support through Moore Global (110+ countries)
Looking for accountants and advisors who understand asset management from the inside out?
Let’s explore how we can help you operate more efficiently, stay compliant and grow with confidence. Contact us today.
