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Investment Management & Private Equity

Our deep industry knowledge gives us a holistic perspective into the various markets across investment management, from asset managers to private equity investors to sovereign wealth and public pension funds. We connect the experience of working with a broad range of clients, with our proprietary research and innovation to help you navigate the future.

Deep investment experience

Our teams provide deep and broad industry knowledge into the wide range of operational, technological, and regulatory issues facing investment management today. Tapping into our industry-leading knowledge and research, we drive towards building a global financial network that is more sustainable, digital, and trustworthy.

Building a future-ready investment firm

Global megatrends are reshaping the landscape of the global wealth management industry and redefining investor needs. To stay ahead of this industry shift, investment firms must revisit their strategies by placing a greater emphasis on investor expectations and competitor analysis.
Research
8 minute read

2024 investment management outlook

Forces such as product innovation, customer experience, talent models, company purpose, workplace settings, and ESG mandates are driving change in the investment management industry.

Winning Strategies for Asset Managers

Discover the three primary strategies that the asset management industry’s winners deploy to separate from the rest of the pack.
Perspective
5 minute read

Deloitte Asset Servicers Survey 2023

Asset servicers are innovating their operating models to tackle their clients’ evolving expectations and market challenges. Discover the current state of play and the trends shaping the industry’s future.
Perspective
5 minute read

Winning Strategies for Asset Managers

Discover the three primary strategies that the asset management industry’s winners deploy to separate from the rest of the pack.
Perspective
5 minute read

Adapting ESG in private equity markets for clarity and value

Survey shows private equity ESG adoption accelerating—and evolving
Perspective
3 minute read

FSI Predictions 2023

Deloitte’s FSI Predictions reveals how emerging trends are impacting the future of financial services.

Three paths to thriving amid financial services disruption

Organizations should evolve and adapt to remain relevant—connecting insight, experience, and ecosystems. To help financial services leaders navigate topics from increasing regulations to talent shortages, and economic volatility, Deloitte and ServiceNow have outlined three paths to help organizations foster growth through transformation. 
Alliance
Deloitte Insights

2023 Investment Management Outlook

Positioning for greater impact. Check the key findings.
Research
4 minute read

Performance Magazine

A tri-annual global publication covering hot topics of interest to Investment Management professionals.
Collection
Deloitte Insights

Accelerating toward greater financial inclusion

Our recent survey of 300 senior financial services executives reveals progress in reaching unserved and underserved customers—and opportunities to do more to achieve equitable participation in financial services.
Research
15 minute read

Connect with our Investment Management team

Julia Cloud

Global Investment Management Sector Leader
+1 312 486 9815

Emma Cox

UK CFO Advisory Lead
+44 (0)20 7007 0635

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