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      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


      Find out more about our services

      Helping you to navigate the complex property tax landscape.

      Connecting capital to what matters for a sustainable, resilient and inclusive New Zealand economy.

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      KPMG is one of the leading advisers to the New Zealand asset management industry.
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      Navigating resilience and resolution

      Helping organisations be sustainable, resilient, inclusive, and focused on their impact.



      Contact us

      Ed Meredith

      Partner - Deal Advisory

      KPMG in New Zealand

      Rochelle Campbell

      Partner - Tax

      KPMG in New Zealand

      Rachel Piper

      Partner - Tax

      KPMG in New Zealand


      Explore our insights

      An investment industry perspective on the benefits, challenges and road ahead.

      Asset management was slower to embrace the transformational power of technology. Now though, the industry is embracing innovation at pace.

      The meteoric rise of genAI has propelled AI from a quantitative tool to board priority in 12 months. How will this impact private equity firms?