Asset Management

Asset 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 Asset 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 asset management business.

Teams of lawyers, auditors, tax advisors, and real-estate specialists design customized solutions and strategies that address the key issues of asset 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

Markus Schunk

Partner, Head Asset Management, Audit Financial Services

KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich

+41 44 249 33 36 | markusschunk@kpmg.com

Contact

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

Profile

+41 44 249 22 71 | akuehne@kpmg.com

Contact

Grégoire Winckler

Partner, Tax Financial Services

KPMG AG
Badenerstrasse 172
P.O. Box
8026 Zurich

+41 44 249 47 39 | gwinckler@kpmg.com

Contact

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

Our Services in Asset Managemen
Collective Investment Schemes Regulations in Switzerland

The publication "Collective Investment Schemes Regulations in Switzerland" is a helpful resource for those in the practice.

Fund News

Would you like to be informed regularly about regulatory and tax developments in the area of European funds?