Our Story

Founded in 2007, DM Financial began as a specialist in IFRS fund reporting. Today, we offer a comprehensive portfolio of global services to fund administrators and asset managers, including IFRS and US GAAP Financial Reporting, Management Accounting, Regulatory Reporting, Directorships & Corporate Secretarial, Fund Administration, Taxation Compliance and Fund Liquidation.

In 2015, we entered the Asian market with the opening of our Singapore office. In 2021, we established our Cayman Islands office to support clients in one of the world’s leading fund domiciles. Later that year, we also secured growth investment from Synova to support the continued expansion of the DM Group.

Our European footprint has expanded steadily. In 2022, we welcomed Netherlands-based Solutional to the DM Group, adding 35 EU financial reporting and regulatory specialists. The opening of our Bulgarian office in 2023, which is dedicated to servicing existing clients, further enhanced the cost effectiveness, resilience and scalability of our model. In 2024, we acquired Luxembourg-based Phoenix PSF, extending our accounting, domiciliation, corporate secretarial and administrative services for investment entities.

Today, DM Financial partners with funds representing over US $800 billion in assets. We now have offices in Ireland, the UK, Singapore, Cayman Islands, Luxembourg, The Netherlands and Bulgaria. Our 270 professionals deliver round-the-clock services to the global asset management sector helping clients navigate complexity, stay ahead of regulatory change and build investor confidence.

Partnering with the world’s largest global investment managers and fund administrators, our growth to date has come from the expertise, hard work and agility of our team. We continually seek new opportunities as our clients request outsourced services that not only relieve administrative burdens, but also elevate standards in core processes and in compliance.

Ian  Doran, CEO

Our Team

At DM Financial, our leadership team embodies a rare blend of deep technical expertise and global perspective.  With backgrounds spanning financial reporting, regulatory compliance, IT security and corporate governance, our leaders are not only technically proficient but also deeply engaged in shaping the future of the asset management industry. Regular collaboration across jurisdictions— from Singapore to Luxembourg and the Cayman Islands— ensures that our leadership remains agile, informed and aligned with evolving client needs and regulatory landscapes. This diversity of experience and thought fosters innovation, resilience and a culture of mentorship that empowers our teams to deliver excellence at every level.

How We Work

 

For our clients, we are not just another service provider— we are a partner committed to Doing More every day.

What sets us apart is more than our technical expertise. It is a combination of our relentless pursuit of excellence, our culture of collaboration and continuous learning, our accessibility to our clients and the strength of our global teamwork. These qualities define how we work together and how we work with our clients.

For over 18 years, our success has been built on a set of guiding principles that shape every engagement. These principles are the foundation of our approach and the reason clients choose— and stay with— DM.

Integrity is our foundation

We uphold uncompromising standards in every report we deliver and in every client interaction. Our leadership in consistency, transparency and straight-forward advice ensures that clients receive clarity and confidence at every step.

Independence is our backbone

As an independent specialist, our service, advice and governance are free from conflicts of interest and firmly rooted in current and emerging regulations. Our unwavering focus is on accuracy and optimizing compliance outcomes.

Expertise that inspires confidence

With a team of over 270 professionals— including more than 100 qualified accountants— our technical depth spans IFRS, US GAAP and complex multi-jurisdictional requirements. This expertise drives confidence, clarity and efficiency across every engagement.

Partnership that creates value

We are more than an outsourced service provider. Clients benefit from direct access to our senior experts throughout every reporting and governance cycle. This hands-on continuity ensures seamless onboarding, execution and review— delivering greater value at every stage of the process.

We have always been committed to building diverse, motivated teams. We look for people with talent, energy and scope to grow. The sort of people who can learn together and collaborate with clients naturally, helping us evolve our business as regulation and technology keeps changing. That’s how we will continue to deliver DM’s global excellence and proactive local expertise.

— Helen Philpott, Head of International Operations

Global Reach

 

With offices across key financial centres, DM combines local expertise with a truly global network of professionals and services.

Contact
James Lloyd

59-60 O’Connell Street,
Limerick, Ireland V94 E95T

+353 61 430 000

enquiries@dmfinancial.com

Contact
Nikolay Kostov

Campus X, Bul. Alexander Malinov 31, Sofia 1729, Bulgaria

+359 885 698 822

enquiries@dmfinancial.com

Contact
Jerry Dee

Suite 204, George Town Financial Centre, P.O. Box 1049, Grand Cayman KY1-1102

+1 345 743 2027

enquiries@dmfinancial.com

Contact
Michelle Carvill

64, rue Principale, L-5367 Schuttrange, Luxembourg

+352 288 075

enquiries@dmfinancial.com

Contact
Mohamed El Annouri

Arentsburghlaan 3, 2275 TT Voorburg, The Netherlands

+31 70 320 6293

enquiries@dmfinancial.com

Contact
Helen Philpott

TripleOne Somerset, 111 Somerset Road,
#11-20, Singapore 238164

+65 601 673 30

enquiries@dmfinancial.com

Contact
Gina Blewett

2.05, Clockwise, Old Town Hall, 30 Tweedy Road, Bromley, England BR1 3FE, UK

+44 1959 787 106

enquiries@dmfinancial.com