PwC Services

PwC Services

The Challenge

Tailoring efficiently operated investment funds to meet the needs of investors and distributing them successfully on a cross-border basis is an increasingly challenging undertaking due to the pace at which investors needs are evolving, increased competition and the changing complexity of the tax and regulatory environment. Successful companies must be able to adapt to these changes in a timely manner in order to seize available market opportunities and to avoid threats to their existing business.


PwC Solutions

We assist with the establishment and rationalisation of investment funds platforms:

  • Regulatory, tax and operational advice in the structuring and setting-up of management companies and investment products including for alternative investments (hedge funds, real estate funds and private equity vehicles)
  • Optimization of fund and management company tax set-up
  • Regulatory, tax and operational advice in local and cross-border outsourcing
  • Fund merger regulatory, tax and operational advice
  • Project management and Consulting

We assist compliance with tax and regulatory rules via:

We provide assurance to our clients through:

  • Statutory audits and long form reports
  • SAS 70 on investment management, fund administration and custody operations
  • AIMR-GIPS certification

We provide advice aimed at improving the efficiency of fund operations:

  • Fund accounting, transfer agency, compliance and AML systems selection and implementation
  • Fund administration, custody and compliance processes optimization
  • Benchmarking and cost optimization
  • Financial risk management
  • Research Unit
  • PwC's Academy offers a series of tailored trainings to the investment management industry

Why PwC Luxembourg?

PwC Luxembourg has a leading team of highly qualified professionals covering all aspects of the Investment Management industry. You are able to benefit from the wealth of experience and knowledge our multidisciplinary investment management groups have to offer, together with the support of our international network.

  • On a global level PwC has a multi-disciplinary team of proven professionals comprised of business, tax and regulatory advisors dedicated to the investment management industry.
  • Our unique pan European network helps fund providers design and implement products and operational strategies for succeeding in the European Market.
  • PwC offers industry-focused solutions and strong implementation capability, providing a globally co-ordinated approach and tailored solutions to the investment fund industry, e.g. Global Fund Distribution service, a unique pan-European tax and regulatory fund reporting service.
  • Our experts are constantly conducting ongoing industry research in order to deliver thought leadership on key issues and trends impacting the industry.
  • Our global industry specialists serve 84 of the top 100 investment management firms around the world.