Asset Management Consulting Services

Managing complex investment strategies in volatile markets and controlling costs in an uncertain economy are some of the challenges facing asset managers. They must also continue to maintain effective controls, compliance and manage risk. In this fast-paced and rapidly evolving arena, investment companies, advisers and asset managers need to be nimble to respond to the challenges of new and existing regulations, complex investment strategies, digital assets, industry consolidation and pressure to reduce costs and headcount.

Weaver’s Asset Management Consulting team can assist public and private asset managers to create value by building the organizational strength and capacity to thrive in today’s competitive environment.

We serve:

We provide internal audit, regulatory compliance and risk management consulting services for investment advisors and asset managers of any size. Look to Weaver for:

Internal Audit and Consulting Services

Weaver’s Internal Audit and Consulting capabilities span the asset management lifecycle covering investment processes within mutual funds, ETFs, pension funds, private funds and other investment vehicles.

In addition, our team can help address the firm’s needs regarding enterprise risk management, adviser due diligence, third party risk ESG assessments, fraud detection and prevention, workflow and policy development, business transformation and process efficiency.

Compliance Services

Weaver can assist investment advisers and broker dealers in the complex regulatory landscape through outsourced compliance services to meet SEC and FINRA reporting requirements and standards. These solutions include all aspects of compliance support from registrations and filings, compliance program development and oversight, compliance training and more.


Asset Management Consulting Thought Leadership

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