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Securities and Investment Management

The Investment Management Industry is one of Deloitte Consulting's most important service industries, with our types of clients including well-known funds, securities, investment management companies, pension funds and other exchanges. We have:

  • a massive global customer base:
    17 of the top 20 global asset management companies are our consulting clients, nine of which are our audit clients in the global financial services industry.

  • an experienced consulting team:
    Investment management in the global financial services industry is the fastest growing industry worldwide. In this field we have over 320 partners and directors, as well as 3100 professionals, including more than 1,000 in the Chinese financial services industry team, of which more than 80 are partners focusing on the financial industry. They provide a full range of services, including audit, tax, enterprise risk management, enterprise management consulting and financial advisory services for the Chinese mainland and Hong Kong financial institutions.

  • a deep understanding of the investment management industry:
    Deloitte conducts annual research on the market trends of the insurance industry and publishes numerous white-books and research reports, and is recognised as a leader of innovative thinking in the global insurance industry.

Deloitte Consulting offers various services in Security and Investment Management: 

  • Overall Risk Management
    • Market Risk
      • Market Risk Management Solutions
      • Trading Asset Allocation and Portfolio Management
      • Capital Trading and Investment Strategy Management
      • Product and Valuation Control
      • Financial Products Valuations, Pricing & Model Verification
      • Risk Data Control
      • Financial Market Data Service Platform
      • Financial Product Innovation Management

  • Strategy & Operation Transformation
    • Strategy Development
    • Target Operation Model Setting
    • Process Management

  • Financial Management

  • Human Capital Management

  • IT Service
    • IT Strategy Planning and Implementation Management
    • Data Management & Analysis
    • Information System Consulting and Application
    • AIA Management

Contact us

Alvin Ng
Lead Partner
Financial service industry strategy and operation service
James Wang
Partner
Financial service industry strategy and operation service
Albert Liu
Partner
Financial service industry strategy and operation service

Clients & Markets Service
E-mail: cndcmarketing@deloitte.com.cn
Hotline: + 86 (21) 6141 2255

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