We aim to provide you with a tailored service of the highest standard. KPMG member firms are focused on our objectives of building trusted relationships, and delivering quality output through our project teams that can support you from anywhere in the world, whatever your investment activity.
Our global network of 3500 professionals can advise you on your operational and strategic business challenges and opportunities, whether you operate in the traditional or the alternative investment management space.
We offer professional services to clients of all sizes, at local, national and global levels. Our firms’ broad range of clients include investment managers, wealth managers, funds administrators and service providers who focus on retail/mutual funds, hedge funds, private equity funds, real estate funds, infrastructure funds and other alternative investment funds (e.g. distressed debt and environmental assets) as well as sovereign wealth funds and pension funds.
Our professionals in Audit, Tax and Advisory are specialists in their fields and have deep experience in the issues and needs of investment management businesses.
We welcome the opportunity to discuss your business objectives and how KPMG member firms can help you achieve them.
Our services available to you include
1:
Creation and set-up of investment management businesses:
- business strategy and modeling
- creating tax effective structures
- regulatory advice and authorizations
- accounting structures
- product design and launch
- management incentivization
- project management
Setting up and raising money for investments:
- investing in new markets
- business strategy and modeling
- identification of business and joint venture partners
- feasibility studies and economic assessments
- regulatory advice
- management incentivization
Business expansion through mergers and acquisitions and acquisition of fund investments:
- target identification
- due diligence
- market research and commercial intelligence
- negotiation, structuring and pricing
- financing structures
- tax structuring
- SPV establishment
Business as usual activities
- audit
- accounting advice
- tax advice and compliance
- valuations
- strategic and process advice
- sourcing strategy
- corporate governance
- regulatory and compliance advice
- business advisory
- transfer pricing
- residency reviews
- performance and cost optimization
- portfolio management (e.g. front office tools and portfolio analytics)
- risk management and control
- fund accounting and financial reporting
- administrator selection
- IT strategy
Floating and selling your investment management business
- sale mandates
- valuations
- vendor assistance
- tax structuring
- IPOs
And for the realization and exit of fund investments also:
- repatriations to investors
- vendor due diligence
- roll over into new funds
KPMG member firms’ provide the industry with thought provoking market insights and analysis (e.g. Beyond the credit crisis, Convergence and Divergence and Generation Y reports published in 2008, 2007 and 2006) and sponsors key industry events such as Fund Forum International, Fund Forum Asia, Fund Forum Latin America, GAIM and Eurohedge Summit.
See our latest articles and publications.
1Not all the services listed above can be performed by all KPMG member firms and are not offered by member firms in certain jurisdictions due to legal or regulatory constraints. 