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Sovereign Wealth & Pension Funds

In an environment characterized by complex regulatory landscapes and evolving tax laws, tax leaders managing sovereign wealth and pension funds face unique challenges in ensuring compliance and optimizing returns. 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.

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Our approach


Global Sovereign Wealth & Pension Funds tax professionals help clients navigate the complex tax environment by providing advice that is tailored to specific businesses, strategic objectives and the nature of the opportunities at hand.

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What we do

KPMG’s dedicated, Global Sovereign Wealth & Pension Funds tax network of professionals around the world can create and deliver long-lasting value to clients by:

  • Helping clients as they manage the intricacies in implementing cross-border structures
  • Understanding clients’ business, working together with them at both a local and international level to offer leading advice
  • Offering insights into planning tax efficient structures for all parties involved
  • Providing services for the principal government pension plans and sovereign funds in key markets including Europe, North America, the Middle East, Australia, China, Singapore
  • Delivering due diligence that is specifically scoped to a client’s needs, taking into account a target investment size and the risk associated with the investment

Podcast episode

In this episode, we are looking at the consolidation of pension and sovereign wealth funds.To discuss the tax implications, potential risks and the challenges of this form of consolidation, we have David Dietz and Dino Mauricio. David is Managing Director for Tax at KPMG in the US and Dino is Managing Director and Financial Services Lead for Deal Advisory & Strategy at KPMG in the US.


Our insights

Sovereign Wealth & Pension Funds (TNF)

TaxNewsFlash-Sovereign Wealth & Pension Funds — KPMG reports surrounding the sovereign wealth and pension funds industries.

Future of Tax & Legal Webcast Series

A webcast series dedicated to helping tax and legal leaders stay connected on top-of-mind business issues.

Tax Insights

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

Our people

David Neuenhaus

Global Institutional Investors / Sovereign Wealth and Pension Funds Tax Lead

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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