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      A radical transformation is under way in asset management. Investor demands have changed: more attention is paid to ESG criteria, digitisation and new areas such as cryptoassets.

      More capital is being allocated to private and real assets, at the same time as dwindling margins continue to put pressure on costs.

      Operating models are more customer-centric and demand increased efficiency, security and innovation. Digital transformation and adaptation to complex regulatory and fiscal settings are now essential for securing a competitive edge and compliance.

      This is where KPMG’s experts come in. With in-depth knowledge of all asset classes, capabilities and segments of the investment ecosystem, we help to transform your operating model, protect your business, ensure compliance, grow your business or expand your portfolio. Our clients include investment managers, asset managers, family offices, fund managers and specialist service providers.

      You can count on KPMG to achieve success at any stage of your journey.

      Ricardo Girão photo
      Ricardo Girão

      Tax Partner

      KPMG in Portugal

      How KPMG can help!

      At KPMG, we help to respond swiftly and with vision to the challenges in the sector.

      We help with:

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      Strategies for digital transformation and technological innovation

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      Tax and regulatory advisory for financial assets and alternative investments

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      Help in valuing and structuring conventional assets and cryptoassets

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      More efficient, customer-oriented operating models

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      Drafting of reports aligned with ESG criteria

      Contact us

      Need help transforming your asset management model? Talk to us.

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      Solutions for the financial sector with a focus on regulation, risk, and innovation. See how we support the transformation of the sector and what services can help your business.

      Welcome to the KPMG knowledge base of research that demonstrates KPMG professionals' understanding of complex business challenges faced by organizations around the world.



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      Discover how KPMG can help you and your business.