The asset management market is heavily influenced by international trends, which also have an impact in Switzerland. New regulation and a more rigorous approach to supervision are affecting the markets. Although these regulatory changes pose a major challenge for the industry, they also open-up opportunities for market players that implement the new regulations promptly and efficiently. In addition, the progress made on handling large volumes of data is paving the way for customized investment products. However, investment managers are also facing threats in the shape of cybercrime and data protection requirements. KPMG’s teams, made up of lawyers, auditors, tax advisors and real estate specialists, support investment managers across all asset classes and markets.

KPMG’s expertise

• Advice on implementing legal and regulatory provisions and applying the Swiss Collective Investment Schemes Act
• Help with improving operating and compliance processes
• Assistance with the impact analysis under the EU’s Alternative Investment Fund Managers Directive (AIFMD)
• Support for investment foundations
• Cross-border advisory including setting up a new asset management operation in the EU
  
• Risk management
  

Further information

AIFMD passport: latest developments (PDF)

KID requirements (PDF in German)