Investment Management
Investment Management refers to the services we offer to investors that ensure the professional management of their assets in collective or individual form.
When developing collective investment schemes and other products and turning ideas into reality, providers of financial products trust the know-how of experienced teams.
KPMG Europe LLP is as international in its structure as is the investment industry. It is part of the global financial services network which spans the EMEA (Europe, Middle East & Africa), Asia Pacific, and Americas regions.
The KPMG team advises on all areas of Investment Management and of the Collective Investment Schemes Act, including, but not limited to:
- Setting up collective investment schemes
- Contractual funds
- SICAV's
- Limited partnerships for collective investment schemes
- SICAF's
- Investment foundations
- Non-regulated investment products - Preparing and adapting internal rules and regulations for licensees
- Handling licensing and approval applications made to the supervisory authority.
We assist our clients with implementing the legal and regulatory provisions, clarify any issues relating to the applicability of the Collective Investment Schemes Act (KAG), and advise in connection with investment foundations and all areas of the Investment Management business.
Teams of lawyers, auditors, tax advisors, and real-estate specialists design customized solutions and strategies that address the key issues of investment managers: growth, performance, and governance.
Download KPMG's latest "Unofficial Translations of Basic Legislative Texts" (among them, BankL and FINMA circulars) in English, free of charge.
Contact
.jpg)
Markus Schunk
Partner, Head Investment Management, Audit Financial Services
KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich
+41 44 249 33 36 | markusschunk@kpmg.com
Contact
.jpg)
Astrid Keller
Partner, Audit Financial Services
KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich
+41 44 249 31 98 | astridkeller@kpmg.com
Contact
Dr. Armin Kühne
Partner
Attorney-at-Law
KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich
+41 44 249 22 71 | akuehne@kpmg.com
Contact
.jpg)
Grégoire Winckler
Partner, Tax Financial Services
KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich
+41 44 249 47 39 | gwinckler@kpmg.com
Contact
.jpg)
Yvan Mermod
Partner, Audit Financial Services
KPMG AG
Chemin De-Normandie 14
P.O. Box 449
1211 Geneva 12
+41 22 704 16 61 | ymermod@kpmg.com
The latest edition of the publication "Investment Law in Germany - Luxemburg - Austria - Switzerland”, which includes numerous laws and regulations (status as at 01 January 2010) can now be installed as a desktop version on your computer. Begin by clicking on the following link:
The publication "Collective Investment Schemes Regulations in Switzerland” is a helpful resource for those in the practice.
Would you like to be informed regularly about regulatory and tax developments in the area of European funds?