Our approach

There is a new normal in asset management – more demanding investors and customers, expansion into new products and geographies, the introduction of game-changing technologies and platforms, escalating pressures on governance, transparency and fees, a more challenging regulatory environment across multiple jurisdictions, and a greater focus on cost-efficiency.

1. Deep experience in asset management: Regardless of where your firm is in its evolution – from launch to globalization to exit – our professionals have the experience to help you deal with issues and challenges that have an impact on you today, as well as to prepare you for what lies ahead.

2. Depth and breadth of services: We serve a broad range of industry players – from start-ups to diversified financial services firms – with varying structures, including private partnerships, offshore vehicles, and registered funds.

3. Global strength and capabilities: Professionals located in all of the world’s commercial hubs, working through our global network of member firms, serve our clients in a wide range of locations.

4. Outstanding team leadership by senior professionals: Our engagement teams, led by experienced partners and professionals, work with you to deliver practical, customized, and appropriate insight and guidance.

How we can support you

KPMG in Romania’s Asset Management practice works closely with leaders across the asset management industry, including investment and wealth managers, family businesses, fund administrators and service providers who focus on mutual funds, hedge and private equity funds, infrastructure and real estate funds, as well as institutional investors for pension and sovereign wealth funds.

Our Asset Management Tax professionals act as strategic advisors and allies to asset managers, offering business, tax, and technology expertise across many aspects of the business. Marrying global reach with local enablement, we offer the right experience and skill sets to businesses operating in a wide range of locations.