The investment management industry is seeing the greatest wave of regulatory change in its history.

Investment firms are trying to keep pace with an unprecedented wave of new EU regulation while the UK regulators are imposing their views on how business should be run. With the focus on culture and customer outcomes management is having to assess whether their current arrangements are fit for purpose. For many, measuring business performance doesn't capture the reality from the customer's perspective and there is no developed means of measuring or assessing corporate culture.

Access a team that understands you

You'll have access to a team that understands every aspect of investment management business: the drivers, dynamics, architecture and ways to achieve commercial success. Through this understanding, we can fashion bespoke and comprehensive solutions that tackle every challenge you face. Whether you're a small firm or a major global player, we’ll be able to work with you on every assignment. 

Partner David Morrey

+44 (0)20 7865 2657

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Network with industry peers

Our expertise and experience goes further. We work closely with the regulator to help shape the sector and keep you up to date on developments. You'll also receive regular invitations to seminars and events to provide technical and commercial learning and great networking with your industry peers. 

Sharpen up your strategies

More than ever, investment management firms are seeing the value of sharpening up their strategies.  Firms need to analyse and understand how marketing affects their business. You can call on us to help unlock new markets and enhance your distribution strategy. We'll also help you engage with your target markets and anticipate their future requirements. 

Work with a team that puts you first

With Grant Thornton, you'll find we work in ways that are organised around your needs. We don't impose our working methods on you, but apply them to your circumstances to deliver in a way that works for you.  We don't just offer you an off-the-shelf range of products.  Instead, you get a team that treats you like an individual, fits with your business and tailors solutions to match your needs.


Our key services cover: