Elevex

WHAT WE DO

Financial Services to Financial Institutions

UCITS, IFRS, Basel III, Solvency II, and more—delivered with precision.

Specialized support for banks, insurance companies, and investment funds across the globe.

We offer tailored accounting, advisory, and compliance services to financial institutions, understanding the complexity and regulatory pressures they face in multiple jurisdictions. Our team supports:

Banks & Financial Institutions

  • IFRS 9 implementation and impairment modeling
  • Regulatory reporting (Basel III, QCB, ECB, etc.)
  • Risk-adjusted performance metrics and capital adequacy assessments
  • Loan portfolio analysis and credit risk evaluations
  • Internal audit co-sourcing or full outsourcing

Insurance Companies

    • IFRS 17 implementation and impact analysis
    • Reserve valuations and actuarial liaison support
    • Solvency II reporting (for EU-based entities)
    • Premium recognition and claims forecasting modeling
    • Internal controls and fraud detection reviews
  • Risk Management & ORSA
12530

Investment Funds & Asset Managers

    • Fund setup advisory including tax-efficient structures (onshore/offshore)
    • NAV calculation review and fund accounting services
    • Performance fee verification and compliance testing
    • Financial statement preparation under IFRS, US GAAP
  • Support for KYC, AML, and investor onboarding processes
  • UCITS Structuring & Setup
  • KIID & PRIIPs Documentation
  • SFDR Advisory

We work with institutions headquartered in the GCC, Europe, Asia, and North America, offering localized insight backed by global standards. Our financial institution clients value our precision, discretion, and familiarity with cross-border regulations.