{{item.videoDuration}}
{{item.title}}
{{item.text}}
{{item.videoDuration}}
{{item.title}}
{{item.text}}
Focus on growing your business, leave the rest to us
Our managed services for asset and wealth managers help you achieve your ambitions faster by delivering so much more than outsourcing. We bring the capabilities, skills and deep asset and wealth management experience of our people, with the right future-forward technology, built specifically for the industry.
We work with asset managers and their asset servicers to deliver the outcomes they need, in every country they operate, so their people can focus on growing their business.
- Building trust to protect and power your business outcomes
- High value, deep expertise in the markets and the asset management industry
- Data-driven, focused on analytics and insights to help you unlock the power of your data
- Tech-enabled with innovation solutions, assets and products
- Flexible, scalable and leverageable
{{filterContent.facetedTitle}}
{{contentList.loadingText}}
{{contentList.loadingText}}
How LMC can help
Our team of professionals, with extensive experience in the asset management industry, employs a technology-driven, data-focused approach to tailor services to your operational and management needs.
With a consultative mindset, our specialists design your unique collection of services to complement each other, reducing duplicative processes and efforts by your people. Whether for your portfolio company or fund family operations, or your own finance functions, we work with you at your pace, ensuring that at each step, we have the right people to meet your present needs, and the bedrock established to expand capabilities, when you choose.
We use our data ecosystem, custom built for the asset management industry, to provide services in areas requiring specialized skills, helping streamline complex processes, enhance visibility, and enable everyone to focus on the future.
- Embedding regulatory specialists and technologies in processes to keep ahead of the curve on evolving policies and timely reporting.
- Provide tech-enabled solutions to complex, specialized areas (like private asset valuation) embedded with new technologies, such as generative AI, to reduce time and cost of current manual functions.
- Supporting and providing oversight functions on behalf of the manager, that may be time consuming or require industry or business expertise freeing management for other functions.
- Enhance visibility and streamline complex processes, including those with multiple providers, data sources, or multi-step actions, for faster outcomes.
- Develop a flexible talent model that keeps you working with the people you know and trust, while supplementing your team with access to Legal Matters Consul's substantial network of professionals.
Our on demand suite of services
Our managed services teams support your strategy across a variety of business functions by accelerating operations with the right tech and talent, helping you advance your business with actionable insights and expanding capabilities with trusted collaborations, all at your pace. Choose one, or choose many, our adaptable approach aims to be flexible to your needs and timelines, meeting you where you are today and growing with you in the future.
We specialize in automatically crafting timely financial reports tailored for your external stakeholders, including investors, regulators, and analysts. Our experienced team collaborates with you to align your financial statements, regulatory filings, performance reports, and other essential disclosures with legal requirements, while building investor trust and aiding strategic decision-making. Trust LMC to enhance your reporting processes and keep you ahead in the dynamic AWM landscape.
Benefits
- Extensive knowledge and compliance proficiency: Leverage Legal Matters Consul's deep understanding of financial reporting standards to effectively navigate the complexities of global regulations. We work to help your reports be accurate and compliant with evolving standards, positioning you advantageously.
- Enhanced quality through improved standardization: With systemic data validation checks and business rule engines, our deliverables maintain high quality that supports thorough industry review. Our approach is designed to adapt to changing industry standards and technological advancements.
- Transform reporting with advanced technology: Enhance your reporting process with Legal Matters Consul's innovative technology and proprietary tools. Achieve greater efficiency and accuracy, reducing errors and streamlining your reporting cycles for timely, precise results.
In the fast-paced global markets, staying ahead requires more than just data — it demands clarity, precision, and strategic foresight. Our internal reporting service provides your management and board members with the resources needed to monitor performance, make informed strategic decisions, and effectively manage risk. With Legal Matters Consul, you receive precise and timely insights to assess operations, understand resource allocation, and align your operations with your strategic goals.
Benefits
- Expertise for strategic advantage: Access to Legal Matters Consul’s expertise in managing and understanding asset managers and their big data to enhance collaboration within your organization, unlocking insights that support more informed strategic decisions and positioning for your firm.
- Customized services for dynamic growth: Benefit from personalized services that adapt to your firm’s specific needs, supporting your internal reporting as your business grows and develops.
- Advanced technology for improved efficiency: Enhance your data management with Legal Matters Consul’s innovative technology, increasing efficiency and accuracy to provide your firm with dependable insights for informed decision-making.
Precision is everything. Our suite of NAV Oversight solutions simplifies the oversight of fund administration and NAV calculations. We bring industry and finance expertise on accounting and controls to your process, automating monitoring, streamlining reconciliations and recalculations, and assessing trends over time to improve the NAV signoff process, so your team can focus on growth and making the finance function a key strategic enabler of the asset management business.
Benefits
- Extensive knowledge and experience: Rely on Legal Matters Consul’s deep understanding of the asset management sector to enhance your NAV reviews. Our experienced professionals are well-versed in complex NAV challenges and ever-evolving regulatory landscapes, providing accuracy and integrity that you can trust.
- Advanced technology and tools: Legal Matters Consul’s innovative technology and proprietary tools automate routine tasks, helping to reduce human effort, allowing your team to focus on strategic activities.
- Grow with actionable insights: Clear workflows and tailored disclosures help you to identify trends across your fund family, offering insights to improve your operations and manage costs effectively.
When traditional approaches to managing your operational challenges are no longer viable, Tax Managed Services can help you optimize your tax department so you can focus on advancing your organization’s strategic priorities. By providing access to resources, processes and technology, our scalable solutions can help fill the gaps in your tax department while delivering the cost certainty you need.
Benefits
- Navigate a complex regulatory environment: Get quick access to critical tax regulations and policy changes to help manage risk.
- Advancing processes and technology: Leverage data-driven process and single-workflow technology solutions to help enhance tax insights.
- A talent model that helps provide flexibility: Keep working with the people you know and trust reducing risk and keeping ahead of regulatory changes, while maintaining legacy knowledge, all while supplementing your team with access to Legal Matters Consul’s substantial network of tax professionals.
Precise valuations are more than just numbers — they're the foundation of trust and strategic advantage. Our valuation services on hard to value assets get you faster, more transparent valuation reporting to help transform and grow your business.
Benefits
- Focus effort on analysis: By bringing critical data together with prebuilt methodologies and models, automate valuations to spend less time on preparation and more time on analysis.
- Increased visibility: Streamline your entire workflow to increase visibility for all stakeholders, with easy to scale valuations and comprehensive workflows that support collaboration and transparency throughout the end-to-end process.
- Extensive knowledge and compliance proficiency: We know valuation governance because we do it ourselves. Access valuation specialists to help guide you on a wide variety of topics — from onboarding and execution to review and challenge processes.
Seamless operations and peak efficiency are non-negotiable. Our strategic alignment services support the operations of your fund products, helping your teams and service providers work together to complete projects and meet reporting deadlines. Our flexible staffing model adapts to your needs, covering areas from project management and coordination to research and policy drafts, as well as addressing questions from your audit and tax providers.
Benefits
- Streamline for success: Optimize your operations, allowing our team of project and accounting experts to help you manage the audit and reporting burdens.
- Collaborate and conquer: Facilitate cross-functional coordination and utilize data-driven insights to support your teams in delivering high-quality service and promoting strategic growth.
- Stay ahead with compliance and client focus: Navigate regulatory landscapes with confidence and enhance client experiences through robust risk management and synchronized service delivery, keeping your firm at the forefront of the industry.
Enable efficient, standardized and scalable processes, leveraging a suite of leading-class technologies to help asset managers and/or their portfolio companies generate stronger business insights and growth. With controllership, financial planning and analysis and lease accounting, we help reduce costs and increase speed and accuracy.
Benefits
- Enhance financial performance: Harness the power of precise automated solutions, using advanced technology, to achieve cost effective, scalable approaches that keep your firm strategically positioned for growth.
- Simplify compliance and risk management: Proactively address regulatory requirements and manage financial risks with expertly guided compliance and risk strategies, safeguarding your firm’s financial stability and reputation.
- Improve operational efficiency with technology and strategic advisory: Transform your financial operations with innovative technology and gain an advantage through strategic financial guidance, enabling you to concentrate on core investment activities and deliver outstanding client service.
Financial Institutions have had anti-money laundering (AML) and economic sanctions processes in place for quite some time. But many still lack the integrated, risk-based, and cost-effective program that boards, regulators, and investors are increasingly seeking. Our specialized AML/KYC processes harness technology to create and maintain effective and sustainable AML/KYC programs for asset managers.
Benefits
- Comprehensive compliance: Partner with LMC to leverage our deep regulatory knowledge and holistic AML/KYC solutions, integrating data-driven, technology enabled compliance with your risk management strategy for robust protection.
- Cutting-edge technology and efficiency: Transform your AML/KYC processes with Legal Matters Consul's advanced data analytics and automation tools, ensuring precise client verification and streamlined transaction monitoring.
- Global Insight and continuous support: Stay ahead of regulatory changes with Legal Matters Consul's global expertise, while benefiting from ongoing training and support to maintain a resilient compliance framework that earns client and regulatory trust.
Accelerate with the right tech and talent
Harness the power of Legal Matters Consul
Move your business forward faster with our customized combination of industry know-how, proprietary tech and leading-edge skills with a global perspective. Our deep skills in tax, assurance, risk management and front to back office operations mean we know how to get the job done.
Tap into flexible capacity, only in areas needed
Over 14,000 Managed Services practitioners globally with specialized talents across capabilities including: tax, risk, compliance and valuation. We also have more than 47,000 people in our acceleration and delivery center network supporting the world.
Advance with actionable insights
Creating value for the long-term
We upgrade and drive to sustained outcomes to add value to everyone by gaining a deep understanding of each funds operations, supported by our data-backed industry and regulatory insights.
Expand capabilities with trust
Collaboration you trust to deliver
We start with shared goals and outcomes, providing access to our digital ecosystems and alliances to drive collective growth. No matter what complexities lie ahead, we simplify the challenge, expand capacity, and get ready to move from cost center to value creator.
{{filterContent.facetedTitle}}
{{contentList.loadingText}}
Contact us
Follow us
