FINANCIAL

Valuable Guidance

Numbers are fundamental to the finance sector, but they are just one piece of the puzzle when it comes to your organization’s success. The financial services industry is among the most regulated and competitive, presenting challenges like maintaining compliance, managing risk, achieving profitability, and defending against cyber threats. With over 35 years of deep industry expertise, our firm delivers tailored tax, assurance, and consulting solutions. We combine creative strategies with a personalized approach to help your organization navigate challenges and uncover opportunities for sustainable growth.

Chartered is committed to meeting the full spectrum of industry-specific needs by harnessing the extensive expertise of our partners and leadership. From hedge funds and private equity funds to funds-of-funds, broker-dealers, registered investment advisors, banks, financial institutions, and the insurance industry, we provide comprehensive solutions tailored to your unique requirements.

Who We Serve

Investment Management

Reshaped by new market forces like ESG, shifting workforce trends, the data and analytics imperative, and continued operating model pressure, the asset management landscape is changing like never before. Where large-scale transformation used to feel impossible, there is a newfound realization for what can be achieved.

INSURANCE

We specialize in guiding insurance brokers through the challenges of today’s dynamic market landscape. Drawing from extensive experience across hundreds of client engagements worldwide, our expertise has been instrumental in helping leaders in the insurance industry navigate complexities, adapt to change, and maintain a competitive edge.

Digital Assets & Blockchain

Companies operating in the blockchain ecosystem rely on Chartered for practical guidance. Our xperienced team recognizes blockchain’s potential benefits and, more importantly, the security and internal controls that need to be in place.

Fintech

Our fintech consulting services blend the agility of a startup with the expertise of a globally recognized, data-driven organization. Our team of specialists has successfully designed, implemented, and launched comprehensive digital solutions across global markets, supporting leading banks and fintech companies. Furthermore, as a trusted advisor to growth equity investors, we have played a pivotal role in approximately 80% of financial services and fintech-related deals in recent years.

EXPLORE OUR SOLUTIONS

Chartered Financial Services has been deeply rooted in the financial sector for nearly a century, supporting many of the nation’s leading financial institutions, advisors, and investors with strategies to navigate complexities and achieve success at every turn. The Financial Services Group offers a comprehensive suite of assurance, tax, and consulting services, tailored to a diverse clientele, including private equity firms, hedge funds, wealth management advisors, pension funds, and private corporations.

Valued perspectives

September 2, 2024

Understanding the Taxation of Series EE Savings Bonds

INDIVIDUAL TAX | 09/02/2024 Series EE savings bonds have been a popular choice for Americans looking to save for college or support national initiatives. …

June 9, 2024

Navigating Challenges in Section 1031 Exchanges

PROPERTIES | 06/09/2024 When operating or selling rental real estate, it’s essential to understand the tax implications associated with intangible assets. These can include …

April 2, 2024

Is Your Financial Data Ready for the Future Steps to Ensure Accuracy and Success

BUSINESS MANAGEMENT | 04/02/2024 In the modern business environment, technology and data accuracy are critical for effective decision-making and operations. For organizations undergoing software …

EXPERIENCE THAT DRIVE SUCCESS

In today’s complex financial services landscape, adaptability to shifting market conditions and new opportunities is essential.

Financial services form the backbone of every industry. As digitalization accelerates and client expectations rise, financial services organizations must meet the challenge head-on. Whether in asset management, banking, fintech, or insurance, a cohesive digital strategy is vital for fostering innovation and supporting client success. However, executing that strategy within a highly regulated industry presents unique challenges—but doing it well can offer a significant competitive advantage.

Chartered’s dedicated Financial Services team understands the nuances of each segment in the industry. Our professionals bring years of practical experience to help clients transform their businesses efficiently and effectively as they scale.

With a comprehensive suite of accounting, assurance, tax, advisory, and digital transformation services, we support financial services organizations in tailoring their strategies to drive growth and deliver a best-in-class customer experience. From financial services accounting to regulatory compliance, risk management, dealmaking, and data analytics, Chartered provides the expertise to enable strategic innovations and move financial services forward.