The asset management industry is facing an increasingly changing environment. The only thing that is certain is uncertainty. Changes everywhere. In customer behaviour. In the rise of alternative investments. In the need to keep pace with technology. And always in the middle of everything: the issue of taxes. KPMG is the reliable and technology-oriented partner that provides you with comprehensive advice on all issues and responsibilities.
We support investment companies, credit institutions, custodians, administrators and investors – from individual enquiries to the implementation of changing tax and regulatory requirements to the takeover of entire tax processes as a managed service.
Benefit from our many years of experience in the industry and our comprehensive expertise. Together, we can make better decisions. It's decision time.
Sebastian Meinhardt
Partner, Financial Services, Tax Asset Management
KPMG AG Wirtschaftsprüfungsgesellschaft
Our services
Specialised funds
We are your partner for complex tax tasks and issues relating to special funds. From advice, to reviewing the values you have determined, to insourcing the entire tax operations for special funds. With the largest and most diversified tax team in the market and our technology-orientated approach, we are your partner.
Tax compliance for private equity funds
No asset class is growing like private equity. However, investments in PE are highly complex from a tax perspective because they often involve multi-level partnerships and data procurement is difficult. This is where the combination of expertise and the ability to extract data efficiently using intelligent technology creates the difference you can rely on. Let us convince you!
Withholding tax
Exemption order, share loss offsetting pot, Fifo, tax certificate: Can you recalculate withholding tax, solidarity surcharge and church tax for a moderately complex custody account? We can. Contact our experts for all questions relating to withholding tax.
International withholding tax service
Investment funds and other institutional investors regularly invest in foreign shares. With our strong international KPMG network, we analyse the possibilities of foreign withholding tax refunds and ensure that all foreign tax obligations are met.
Regulatory Reporting
Do your investors need regulatory reports (Solvency II, CRR, CRSA, Solva, VAG) or want to use the KVG interface? Would you like to offer competent ESG reporting? Then get in touch with us. We create all the necessary reports and support you in setting up the KVG interface, combined with excellent expertise and intelligent IT solutions. We solve many data availability problems (e.g. EET, PAI calculation), especially for ESG reports.
Tax Technology
Technology and taxes belong together. We develop technology for our clients and for ourselves. From interface automation and global platforms, D&A tools and workflow tools to complex production systems and AI. 15% of our employees work in our integrated FS Tax TechHub and create real progress through digitalisation.
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Your contacts
Andreas Patzner
Partner, Financial Services, Tax Asset Management
KPMG AG Wirtschaftsprüfungsgesellschaft
Olaf J. Mielke
Partner, Financial Services
KPMG AG Wirtschaftsprüfungsgesellschaft
Ines Brunotte
Partner, Financial Services
KPMG AG Wirtschaftsprüfungsgesellschaft
Dr. Hans-Peter Niedrig
Director, Financial Services
KPMG AG Wirtschaftsprüfungsgesellschaft