Asset Management

New Zealand's investment and wealth management sector is evolving. The maturity and development of Kiwisaver together with New Zealanders' increasing financial education and literacy is fuelling a shift in focus to product innovation and customer centricity. 

Our Asset Management team, comprised of Audit, Tax and Advisory professionals, offers clients a deep understanding of the market and regulatory environment, technology and regulatory developments, and strategies across the fund lifecycle. 

• external and internal audit
• corporate tax management and specialist tax services, including tax effective structures
• valuations and merger and acquisition advice
• strategic and process advice
• corporate governance
• regulatory, compliance and risk management advice
• performance and cost optimisation
• fund accounting and financial reporting
• administrator selection and investor identification
• IT security and strategy