Investment Management

Investment Management

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

KPMG firms’ are some of the leading financial advisers in Investment Management

The Isle of Man Investment Management sector is a thriving part of the international business community and we are delighted to work with our clients towards their continuing success. 

The principal benefits for Fund Managers and Administrators to set up on the Isle of Man are: 

  • Zero tax on the corporate profits of all managers and administrators
  • No VAT charges on management or administration services for most categories of funds
  • No dual regulation on overseas fundsLow operating costs
  • Quick set up time for new funds 

The Financial Supervision Commission is responsible for the licensing and regulation of fund managers as well as the authorisation of collective investment schemes (mutual funds). 

KPMG Isle of Man provides comprehensive audit, tax and advisory services to mutual funds, unit trusts, private investment partnerships, hedge funds and investment managers and advisers in the Isle of Man. In particular, we can offer advice and guidance in the such areas as: 

  • Establishment of funds
  • Acquisitions and due diligence
  • Growth strategy
  • Regulatory interpretation and support
  • Derivatives and risk management (including liquidity, tax and regulatory issues)
  • Proactive tax advicefund liquidations
  • Restructuring of banks, captive insurance companies and private companies

KPMG’s international network of dedicated investment funds professionals spans many countries and jurisdictions. This network allows KPMG Isle of Man to access the professional skills in both established and emerging markets including Bahamas, Bermuda, British Virgin Islands, Canada, Cayman Islands, Germany, Gibraltar, Guernsey, Hong Kong, Ireland, Jersey, Luxembourg, Malta, Mauritius, Netherlands Antilles, the UK and the USA.

 

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