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Wealth & Asset Management

Industry experts across all asset classes, capabilities and segments, guiding you through the challenges and opportunities that lie ahead.

Wealth and asset managers continue to face high levels of change and transformation. Investor demands are changing and allocation of capital to private and real assets is increasing. Operating models are becoming more customer centric. ESG and responsible investment are at the top of the agenda and margin erosion continues to create cost pressures. All this against the backdrop of a complex regulatory and tax landscape.

In response, digital, data and technology transformation has never been more important for the Wealth and Asset Management industry.

Neil Connor

Partner and UK Head of Asset Management

KPMG in the UK


Our wealth & asset management solutions

We have deep industry experts across all asset classes, capabilities and segments of the investment ecosystem. Whether you are looking to transform your operating model, protect your business and ensure compliance, grow your business or expand your portfolio – we can help.

Our experience and extensive knowledge has been accumulated through working with the world’s largest Wealth and Asset Managers on global projects across Consulting, Tax and Deal Advisory. We have the depth of expertise to help our industry through the significant challenges and many opportunities that lie ahead.

Audit

Get deeper insight and increase audit transparency by harnessing the latest innovative technologies.

Deal advisory

Looking to buy or sell a business? Considering an investment opportunity? We’ll help create a bold strategy and navigate the complexities of deals

Consulting

Bringing together expertise and technology to tackle your biggest challenges and get you to great outcomes faster, with less risk and at scale.

Private Equity investing

Through all M&A cycles, KPMG can help Private Equity investors enhance value and returns.

Real estate

Providing extensive expertise in tax, assurance and advisory real estate services, delivered with a global mindset and commitment to excellence.

Tax

Helping you navigate tax policy with specialist knowledge and technology.

Our asset management insights


KPMG Asset Management CEO Outlook

Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
CEO Outlook 2024 - Hero image - 1500x1000 - Treated

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Our people


Connect with us

KPMG combines our multi-disciplinary approach with deep, practical industry knowledge to help clients meet challenges and respond to opportunities. Connect with our team to start the conversation.

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