New Zealand

Investment Management 

KPMG is one of the leading financial advisers to the investment management industry. Integrated teams of professionals from our Audit, Tax and Advisory practices can provide you with an in-depth understanding of the market and offer strategies spanning the fund lifecycle, from value creation to realisation.

Contact us

Paul Dunne

Paul Dunne

National Managing Partner - Tax

+64 9 367 5991

Evolving Investment Management Regulation: Meeting the challenge

Evolving Investment Management Regulation: Meeting the challenge
We explore the impacts of regulatory reform on investment management from systemic risk to investor protection, transparency, governance and tax.

The growth in the industry’s funds under management over the past few years and the recent credit crisis have helped to make the investment management industry a sea of change, evolution and opportunity.

 
To meet client needs we can select teams from our global network of investment management professionals who focus on traditional and alternative investments.
 
We can assist you through the ‘fund lifecycle’, from creation to value realisation.

Creation and set-up

  • creating tax effective structures
  • regulatory advice
  • remunerating individuals
  • business strategy and modelling
  • product design and launch  
  • investor identification
  • accounting structures
  • project management.

Acquisition and sale of investments

  • sourcing deal flow and raising debt
  • due diligence
  • market research
  • negotiation, structuring and pricing
  • financing structures.

Business as usual

  • audit
  • tax compliance
  • valuations
  • strategic and process advice
  • sourcing strategy
  • corporate governance
  • regulatory and compliance advice
  • business advisory
  • transfer pricing
  • residency reviews
  • performance and cost optimisation
  • portfolio management
  • risk management and control
  • fund accounting and financial reporting
  • administrator selection
  • IT strategy.

Refinancing

  • tax structuring
  • accounting advice
  • debt capacity
  • model reviews.

Realisations and exits

  • valuations  
  • IPOs
  • repatriations to investors
  • due diligence
  • tax structuring.

KPMG provides the industry with thought provoking market insights and analysis, such as the Convergence and Divergence and Generation Y reports published in 2007.
 
We welcome the opportunity to discuss your business objectives and how KPMG can help you achieve them.