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. 

Our services include:

  • 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

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