Our Clients

We work with a wide range of clients— from investment funds, fund administrators and managers to service providers, law firms and family offices— delivering expertise across global markets.

Investment Vehicles

Managers

Institutional Investors
Regulated Financial Institutions
Fund Administrators
Service Providers / Law Firms / Auditors
Management Companies / ManCos / AIFMs
Family Offices

We work with a wide range of clients— from investment funds, fund administrators and managers to service providers, law firms and family offices— delivering expertise across global markets.

Investment Vehicles

Managers

Institutional Investors
Regulated Financial Institutions
Fund Administrators
Service Providers / Law Firms / Auditors
Management Companies / ManCos / AIFMs
Family Offices

Jurisdiction & Regulatory Expertise

We navigate complex regulatory landscapes across multiple jurisdictions, ensuring our clients remain compliant while operating with confidence on a global scale.

With investors navigating multiple jurisdictions, emerging asset classes and new markets, DM Financial’s expertise helps you to streamline operations and optimize compliance.  Our commitment to Do More means turning complexity into clarity— so you can focus on growth, not red tape.

Our experts support clients and funds located in the US, EU, UK, Middle East, Asia-Pacific, Australia, Cayman Islands and the Caribbean. We deliver services under GAAP, IFRS, FRS-102 and a wide range of other global and local frameworks.

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DM Team Pic

What sets us apart is our commitment to making collaboration effortless — giving clients direct access to our expert advisors and simplifying every step of the journey.

– Bernie McCormack

For us, client success it’s not just about speed or precision. It’s about anticipating client needs with proactive insights and expertise that stays with clients across reporting cycles.

– Alice Harrison

Our commitment to bringing people through the firm is key to how we maintain the highest delivery standards and our unique client-first and people-first culture.

– James Lloyd

Our clients value expertise, round-the-clock service and accessibility to our professional advisors. With our combination of local DM experts and our global network, we provide a unique mix of local and global quality, efficiency and responsiveness.

– Jerry Dee

What distinguishes DM is our comfort with flexibility. We are set up to rapidly adapt our scope of work or team, as clients grow, diversify or enter new markets.

– Michelle Carvill