Luxembourg

Investment management 

Lately, Luxembourg funds felt the impact of the global financial and economic crisis, seeing the value of their portfolios fall significantly. In such market conditions, KPMG’s Financial Services Professionals leverage their deep industry knowledge and their experiences gained from working with industry leaders to help our clients navigate through, and address, the myriad of issues and challenges they face.


The investment management industry comprises a vibrant market place where participants look across the globe for sources of wealth and attractive opportunities in traditional and alternative investments.

Georges Bock

Partner

Tel. +352 22 51 51 - 5522

georges.bock@kpmg.lu

 

Sébastien Labbé

Partner

Tel. +352 22 51 51 - 5565

sebastien.labbe@kpmg.lu

 

How we can help

 

At KPMG, we strive to help you add value to your business. We can help you achieve your objectives in terms of governance, growth and performance by combining and applying:

 

  • Our in-depth knowledge of rules and regulations on investment funds
  • Our significant experience in working with funds distributing their shares within Europe and worldwide
  • Our insights into benchmark practices in the industry, and
  • Our ability to use our international investment management network to access relevant knowledge and resources on new markets/products

 

KPMG’s financial services professionals have the scale, skill and experience to effectively serve your most pressing challenges. Our services to investment funds include: 

 

  • Certification of German Tax reporting or Austrian Tax reporting, or UK distributor status reporting
  • Operational tax reporting (inter alia EU Savings Tax reporting)
  • VAT services  in relation to investment fund providers and VAT compliance
  • Investment fund tax structuring in relation with private equity and real estate investments
  • Analysis of transfer pricing arrangements
  • Corporate tax return filing in the framework of international tax planning structures
  • German tax