Asset Management Tax

In the rapidly evolving asset management industry, tax leaders are navigating a landscape marked by complex regulatory requirements, increased scrutiny, and the need for strategic tax planning. KPMG's Asset Management Tax professionals provide tailored tax approaches and leverage deep industry knowledge to help asset managers in optimizing tax positions, ensure compliance, and enhance operational efficiency environment.

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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.

Our approach:


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 impact you today, as well as 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 wherever they do business.

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


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What we do

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

Our Global Asset Management Tax professionals act as strategic advisors and allies to asset managers, offering business, tax, and technology expertise across all aspects of the business. Marrying global reach with local enablement, we ensure you have the right experience and skill sets wherever you want to operate.

Our insights

Inside global tax functions

Summary report: 2023 KPMG Global Tax Function Benchmarking Survey

Navigating BEPS 2.0

Key considerations for Asset Managers and sovereign wealth funds as they get ready for Pillar Two.

Tax Insights

Navigate the future of tax: pressing business issues and opportunities facing tax and business leaders today.

Of further interest

Asset Management

KPMG member firms are some of the leading financial advisers to the Asset Management industry.

Sovereign Wealth & Pension Funds

KPMG's Sovereign Wealth and Pension Funds professionals offer specialized expertise to navigate these intricacies, providing tailored tax approaches that align with the specific needs of these entities and achieve strategic investment goals.

Financial Services Tax

KPMG's Financial Services Tax services professionals offers expertise, strategic insights and advance technology to help tax leaders navigate these complexities effectively.


Our people

Deirdre Fortune

Global Head of Asset Management Tax, KPMG International, and National Tax Leader – Public Investment Management

KPMG in the U.S.



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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