Transfer Pricing for Alternatives Investments, and Asset and Wealth Management Industries

How PwC can help

Viewing Luxembourg’s position as the second largest fund domicile, a large part of our team is dedicated to transfer pricing for asset management. We are specialised in developing and defending transfer pricing policies for asset managers, especially around the remuneration of management companies, distributors and investment advisors. We have performed tailor-made benchmarking exercises for management companies operating in Luxembourg.

We work in close collaboration with PwC Luxembourg’s large asset management practice to ensure best practices. We are closely linked to the regulatory team to understand the impact of the ever-changing regulatory framework such as AIFMD, MIFID, RDR, local Case Law on transfer pricing policies.

Our team of transfer pricing professionals can help you:

  • Value Chain Analysis for ALTS and AWM industries

  • Transfer Pricing documentation

  • Determination of GP, ManCo, AIFM remuneration

  • Advice on set-up or restructuring

  • Substance and Governance analysis

  • Exit tax analysis and valuation

  • Functional analysis

  • Managed Services


Stay Connected:

Required fields are marked with an asterisk(*)

Please select the service(s) you are interested in and would like to discuss further

By submitting your email address, you acknowledge that you have read the Privacy Statement and that you consent to our processing data in accordance with the Privacy Statement (including international transfers). If you change your mind at any time about wishing to receive the information from us, you can send us an email message using the Contact Us page.