Investment management

Investment management

New technologies and regulatory frameworks mean innovative solutions are needed in investment management. KPMG provides customized support.

New technologies and regulatory frameworks mean innovative solutions are needed.

The investment management market is heavily influenced by international trends, which also have an impact in Switzerland. New sets of regulations and a more rigorous approach to supervision are affecting the markets. Although these regulatory changes are posing a major challenge for the industry, they are also opening up opportunities for those 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, e.g. on setting up a new investment management operation in the EU
  • Risk management


Further information

AIFMD passport: latest developments (PDF)

KIID requirements (PDF in German)

 

Regulatory Horizon

Interactive overview of the latest regulatory topics in Investment Management.

 
Interactive overview

Regulatory Competence Center

Our team offers services linked to regulatory requirements for the FS industry.

 
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Key contacts

Swiss Financial Market Law

Our team supports financial service providers in Switzerland regarding legal compliance.

 
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Financial market legislation

Laws, ordinances and FINMA circulars for financial intermediaries.

 
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Fund News

KPMG‘s Fund News offers you monthly an overview on regulatory and tax developments.

 
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Connect with us

 

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