Most companies are confident they have the resilience to weather a crisis.
88%
We work with clients of all sizes to provide audit, tax and advisory services that are designed specifically for investment managers and their unique business requirements. At all times, our focus is on delivering the right solutions for the right purpose so that you can generate long-term value for your stakeholders and customers
Our financial services focus areas
Thought leadership
Want to know more?
Charles Abraham
US Financial Services Practice Leader
An average of 87% of leaders are confident their business can tackle the trends affecting them - an increase of 8 percentage points over last year.
87%
Businesses consider a transformation in their sustainability strategy in the coming three to five years likely.
62%
Remote working is here to stay: half expect increased remote or flexi-working to be a long-term change for their business.
50%
Adapting to remote working’ was the most significant challenge caused by Covid-19: almost half named it in their top three disruptions.
45%
Technology trends are firmly on executives’ radars: over half expect technology/innovation trends to have a major impact on their business in the next 3-5 years.
53%
Three quarters plan to increase investment in sustainability initiatives over the next 12 months – a 27-point increase.
75%
Half have already made public commitments to ESG issues including reducing waste (62%), reducing pollution (60%), human rights (58%), responsible supply chain (57%), diversity (51%).
50%
Most (58%) say Covid-19 has sharpened their focus on ESG: in large companies ($1bn+ revenue) 70% say it has increased.
70%
Most (63%) already report on sustainability and a further 25% plan to in the coming 12 months.
63%
Accelerate your growth with the
right solutions
At Mazars, our financial services team understands the complexities of an increasingly competitive market. We harness our collective experience to help you navigate the right way forward for your business.
Our seasoned professionals provide financial services firms with actionable, valuable insights for sustainable success. Beyond helping your organization comply with regulations and manage risks, we also offer digital transformation services, connecting you with the right technology and automation solutions to move your business forward today—and tomorrow.
Asset management
Mazars is a trusted advisor to the banking industry with a strong domestic presence supported by a worldwide network of more than 90 countries and 26,000+ members. Our seasoned partners and professionals across the Mazars Group have years of industry experience helping banks navigate
regulatory, economic and accounting landscapes.
Banking
Our specialized industry insight allows us to guide the development of efficiencies in critical areas of your business including accounting, tax and regulatory compliance, and back-office operations. We have earned a reputation as a leading provider of attest services to foreign and domestic broker dealers for our insightful audits of clients whose companies encompass a wide range of product, size and capital structures.
Broker/Dealers
Our global team has extensive experience working with domestic and foreign financial institutions. We offer clients industry-leading guidance with an integrated approach to specialized services in the areas of tax, accounting, audit and advisory, and can assess your preparedness to comply with existing digital regulations.
Digital assets and cryptocurrency
Each member of our dedicated insurance group – from professional staff through partners – has years of industry experience and possesses a unique understanding of the market and business practices. Our clients benefit from our extensive knowledge and understanding of the marketplace, business practices and ever-changing regulations unique to the insurance industry.
Insurance
At Mazars, we offer specialist financial advice and other real estate services to developers, owners, managers, users, asset managers and investors worldwide. With the real estate industry entering a period of volatility and facing unprecedented change, our multidisciplinary team offers insight and
guidance that can help you achieve long-term success and maximum profitability in a challenging market.
Real estate
Time for action: The Mazars
C-Suite Barometer
The imperative of expanding the traditional model risk management function
Implementing a machine learning model (MLOps) solution can help manage the risk and complexity associated with machine learning models proliferation. Faced with the challenge of managing future complex model environments, financial institutions need to implement machine learning models (MLOps) to limit their risk exposure vis-à-vis their business and regulators alike.
Hear from Patrick Zerbib, Partner, and Gilles Cuyaubère, Manager, of the Mazars Data Analytics Services, as they speak with Charles Abraham, US Financial Services Practice Leader, discuss Model Risk Management (MRM) governance function is within financial institutions, the challenges and complexities of this function, and how a Machine Learning Operations solution (MLOps) can help improve the overall MRM function.
Detailed profile
Charles Abraham
In this report, we focus on some of the regulatory developments impacting the asset management and digital asset industry during the first few months of 2022.
Asset management quarterly report
The C-suite barometer
Download PDF
The C-suite barometer
Download PDF
In this mid-year banking industry perspectives report, we aim to draw attention on the recent regulatory.
Quarterly banking report
The past two years have seen a rapid acceleration in digital transformation across all industries –in some cases organizations have experienced years of change within just a few months. Yet many businesses are still failing to leverage the power of technology to maximum effect. In many cases, they’re limited in their perception of what technology can offer.
Why businesses struggle to see the art of the possible
The C-suite barometer
Read more
The C-suite barometer
Read more
For Microsoft Dynamics clients, the extended support for on-premises solutions is soon expiring. Now is the perfect time for clients to consider a cloud migration strategy. A major benefit of cloud migration and moving to Microsoft’s modern support model is the opportunity for clients to receive seamless support, servicing and a unified agent experience.
Microsoft Dynamics cloud migration strategies
The past two years have seen a rapid acceleration in digital transformation across all industries –in some cases organizations have experienced years of change within just a few months. Yet many businesses are still failing to leverage the power of technology to maximum effect. In many cases, they’re limited in their perception of what technology can offer.
Why businesses struggle to see the art of the possible
The C-suite barometer
Read more
The C-suite barometer
Read more
For Microsoft Dynamics clients, the extended support for on-premises solutions is soon expiring. Now is the perfect time for clients to consider a cloud migration strategy. A major benefit of cloud migration and moving to Microsoft’s modern support model is the opportunity for clients to receive seamless support, servicing and a unified agent experience.
Microsoft Dynamics cloud migration strategies
The C-suite barometer
Download PDF
All sides of the industry must listen to and learn from each other to achieve a sustainable transformation.
ESG and US asset management: The Future is Now
Our survey of 1,000 executives from around the world found that
technology and sustainability are top areas for transformational
investment.
Download the report to learn more
Learn more about our financial services