Wealth Management

Wealth Management

KPMG is one of the leading advisers to the New Zealand investment management industry.

KPMG is one of the leading advisers to the New Zealand investment management industry.

We’re entering a new era in New Zealand investment and wealth management with the maturity of KiwiSaver and increasing financial education and literacy of New Zealanders. The New Zealand and Global market outlook is increasingly positive, the fund sector is growing and while regulatory change and compliance remains an ongoing challenge, we are seeing the local industry’s focus shifting to investment product innovation and customer centricity.

The years ahead will determine whether New Zealand’s investment and wealth management industry become a true ‘super sector’.  The potential is there with:

  • the retirement of ‘baby boomers’, who will be drawing on their super funds, creating a need for innovative financial and investment products for their post retirement;
  • easier access to foreign markets; and 
  • new technology investment platforms being developed and introduced. 

KPMG’s integrated teams of Audit, Tax and Advisory professionals can provide you with an in-depth understanding of the market, technology and regulatory developments and offer strategies spanning the fund lifecycle.  We can help you in the following areas in both set-up and business-as-usual.

How we can help

  • external and internal audit
  • corporate tax management and specialist tax services, including tax effective structures
  • valuations and merger and acquisition advice
  • strategic and process advice
  • corporate governance
  • regulatory, compliance and risk management advice
  • performance and cost optimisation
  • fund accounting and financial reporting
  • administrator selection and investor identification
  • IT security and strategy

Key contacts

Funds Management Update 2016

Funds Management Update 2016 highlight strengths & gaps of our Funds management industry.

 
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Financial Services

Financial services continue to recover from crisis...

 
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