Investment Management 

KPMG firms’ are some of the leading financial advisers to the Investment Management industry. Integrated teams of professionals from our Audit, Tax and Advisory practices provide member firms’ clients with an in-depth understanding of the markets in which they operate, and offer strategies spanning the fund lifecycle from value creation to realization.

KPMG International named Best Fund Audit Firm across all global fund domiciles

KPMG International named Best Fund Audit Firm across all global fund domiciles

KPMG International has been named “Best Fund Audit Firm” across all global fund domiciles by the IFI – Funddomiciles.com in its annual awards.


 

Accountancy Firm of the Year 2010

 

KPMG's Investment Management practice has been awarded Accountancy Firm of the Year 2011 by Global Investor Magazine.


HFM winner KPMG

Investment Management Global Regulatory video

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Leaders from the Global Investment Management practice explain the regional challenges and opportunities that clients are facing in the wake of evolving regulation

Evolving Investment Management Regulation

Evolving Investment Management Regulation
The investment management industry is grappling with wide-ranging regulatory reform addressing issues from systemic risk to investor protection, transparency, governance, and taxation.

FATCA and the funds industry: Defining the path

FATCA and the funds industry: Defining the path
KPMG surveyed leading fund promoters in 12 countries to look at the key challenges the industry needs to address as a matter of urgency to prepare for FATCA implementations.

Agile Asset Manager

Agile Asset Manager
This report is intended to stimulate debate in the asset management industry on why agility is becoming an increasingly critical competence in helping asset managers outmanoeuvre and outperform the competition.

Industry issues


Additional information


Sectors such as Private Equity Funds and Real Estate Investment Funds require specialist knowledge. To learn more about KPMG's experience visit:


Contact

Dave Seymour

Dave Seymour

Global Head of Investment Management

+44 207 311 1000

We aim to provide you with a tailored service of the highest standard. KPMG member firms are focused on exceptional 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 pool of nearly 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 include1:


Market entry and starting up
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 performance
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, selling and more
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

Global Investment Performance Standards
Since their launch in 1999, the Global Investment Performance Standards (GIPS) has been adopted in over 30 countries, making it one of the most widely recognized voluntary standards in the industry. Adoption is widespread across investment managers operating in the institutional client space. Learn more about how KPMG’s network of firms has been providing GIPS services.


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.

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