In this dynamic and increasingly volatile world, companies need to move fast with confidence. To help them do that, we are investing heavily in our digital solutions so that our asset and wealth management clients can solve faster and solve more by putting their treasure trove of data to work. Our human-led, tech powered solutions tailored specifically for the asset and wealth management industry can help you better understand your business and markets, and prepare for the uncertainty ahead.
Speed. Quality. Insights. Team.
In a fast-changing world, you need real-time information you can rely on. Our expert team leverages PwC’s market-leading technology to turn your data into digestible, actionable insights that allow you to move at pace—and with confidence.
- Speed
- Quality
- Insights
- Team
Speed
The business world is evolving at breakneck speed and those who don’t move quickly are often left behind. Speed is therefore of the essence, not least in the asset and wealth management industry. Our data-first approach to business, coupled with our bleeding edge technology, provides real-time insights into your business and industry through bespoke apps that you can access on the go.
Quality
Data integrity is our calling card. Through our unique data transformation and enrichment process, we ensure that your data is robust, standardised and securely stored in our Investment Data Platform. Ensuring data integrity at each stage of the process means that we can provide a single source of truth—a key element of our common data model—which powers our wide range of integrated solutions tailored for the asset management industry.
Insights
Data on its own has limited value. When it is translated into business insights, however, it becomes invaluable. Whether you are looking for an audit partner or tax advisor, you can interpret the data from our common data platform in a way that helps you better understand your business and market in a streamlined, automated and intuitive way—all without the need to manually manipulate your data.
Team
Through AM Digital Solutions, we provide a unique combination of expertise and technology to deliver high-quality solutions and insights for our clients. Our interdepartmental approach ensures that experts in all areas of our business—audit, consulting and tax—collaborate both locally and globally to create the best solutions for our clients. No matter how complex the task, we always frame it in our simple mantra of ‘Speed. Quality. Insights.’
Gather. Transform. Activate. Experience.
The world is awash with data. Our ambition is to transform yours into a single source of truth that powers actionable business insights, and free your people to focus on other, more strategic priorities in the process.
- Gather
- Transform
- Activate
- Experience
Gather
The scale of data in the asset and wealth management industry can be hard to fathom, but our data extraction tools allow us to securely gather your organisation’s data from any source and in any form, through direct feeds or other ingestion or extraction tools. This touchless, standardised and automated approach reduces time spent on manual data preparation and allows you to focus on more valuable, strategic work.
Transform
Once your data has been extracted, it is tested for consistency and quality. Through this process, data gaps and new data sets are identified, captured and standardised. The data is then transformed by enriching it with market data from third-party vendors, before being catalogued and mapped to over 550 data fields that cover all elements of the funds environment. This process provides you with a single source of truth.
Activate
We then use this data to provide a suite of solutions that include:
- Manage and monitor: a streamlined and agile approach to your risk management activities.
- Value and reconcile: flexible services that can integrate into your processes and help in all aspects of portfolio management.
- Report and comply: cloud-based technologies to help automate high-quality shareholder reporting for key regulators and stakeholders.
- Grow and transform: dynamic automated services and solutions that create an opportunity for wholesale changes to your business processes.
Experience
At the end of this automated process, you will be able to see and engage with your data in ways that are easy, useful and insightful. Our technology will help you:
See your risk exposure and operations in new, dynamic ways
Stay up-to-date on all activities in all aspects of your business
Find deeper insights about your portfolios and processes
Our goal is to help you leverage your data to power your business, leaving you free to focus on the future.
Meet the AWM team
AWM Regulatory Update
The latest news in the area of Asset and Wealth Management regulation.
Our services
The funds industry is a continually changing landscape. We have the knowledge and experience to assist you with your audit, tax and advisory needs. We help our clients navigate regulatory complexity, deliver real value and strengthen trust and transparency in their business.
- Asset management consulting
- Audit
- Fund distribution support
- Governance and risk management
- Regulatory advisory
- SOC 1 or ISAE 3402 reporting
- Tax consulting
- Third-party services
Asset management consulting
The asset and wealth management sector is always changing. Firms face challenges including increased regulation, higher pressure on fees and profitability and the continual evolution of technology. At PwC, we use our industry knowledge and experience aligned with our expertise in areas such as technology, digital, data analytics, risk and regulation and strategy to help firms prepare for the future. Our key offerings include:
Digital and technology: RPA proof of concept and implementation; digital operating model and transformation; digital analytics; information management and reporting; information security
Operational excellence: Target Operating Model framework; process engineering and workflow; outsourcing operating model design; Fit-for-growth assessment; client service or coverage model
Mergers and acquisitions: M&A strategy; deal evaluation and strategy; commercial due diligence; merger integration optimisation; project and change management
Business strategy: Market entry strategy; service provider evaluation; Brexit strategy; client onboarding and journey mapping; product strategy; outsourcing strategy; location strategy
People and talent: Digital human capital management; organisation and people strategies; organisational culture; talent optimisation; workforce planning and analytics; HR strategic change, transformation and technology.
Audit
We are the largest auditor of funds in the Irish market, as confirmed by Monterey. We audit more of the largest global asset managers than any other firm in Ireland and have an unrivalled depth of expertise. We have over 400 professionals supporting the audits of global asset managers and their funds, and we are the only Big4 firm in Ireland with a dedicated Asset and Wealth Management group. With the collective knowledge and experience of our global Asset and Wealth Management network, we are the market-leading provider of audit services to this industry in Ireland.
Internal audit services
To maximise the value and effectiveness of the internal audit function, the directors and senior staff of fund management companies need to understand certain things. These include the organisation's objectives, risk management priorities, regulatory environment and critical stakeholders' needs. We can help by:
Developing and assessing whether your internal audit and risk management methodologies are delivering as effectively as possible to stakeholders
Solving your resourcing problems, including full outsourcing or complementing your team with specialist skills or geographical coverage
Developing training solutions unique to your business using our extensive market and industry knowledge
Fund distribution support
Maintaining a successful, viable and compliant distribution strategy is not easy. Keeping pace with the changing regulatory, tax and reporting requirements in your chosen markets can be a challenge. PwC's distribution services team understands these challenges. Our full-service offering covers everything from market intelligence and compliance, to fund registration and tax reporting. Use our insights to enhance your product development and distribution strategies.
Governance and risk management
The speed of change in the industry means that Boards of Directors often need support. They will also seek additional comfort for the companies whom they are overseeing. Our suite of services includes:
Help with compliance or risk management frameworks
Corporate governance reviews
Reviewing approaches to organisation effectiveness
Tailored director training
Regulatory advisory
The nature of the industry means that firms and individuals need to prepare to adapt to regulatory change. Increased regulations and costs pose additional demands on asset and wealth management firms. We can provide you with clear guidance on what you need to do to be compliant. PwC can offer a range of services to help you to identify the impact of these regulations on your business, your people and your processes:
Advice on regulatory obligations
Assurance on regulatory reporting systems and controls
Assistance with Central Bank of Ireland regulatory authorisations
Regulatory remediation support
Regulation watch service
SOC 1 or ISAE 3402 reporting
A client such as a Fund administrator, Transfer Agency, Custodian or Investment Manager may ask for a SOC 1 or an ISAE 3402 report. These reports allow them to understand and rely on the robustness of the internal controls in your organisation. Having them to hand provides a considerable competitive advantage. A contract for services or response to an RFP may need a SOC 1 or ISAE 3402 report. Sometimes it will be to allow your client to continue to outsource their business to you. We can work with you to select the right reporting framework for you and your stakeholders.
Tax consulting
Asset management firms operate in a complex global tax environment. Our dedicated group of over 50 AWM tax professionals focus on the international and local tax issues facing asset and wealth managers. Our work spans traditional, alternative and real estate asset classes. We have a wealth of expertise and resources to support you on all tax matters relevant to your operations in Ireland. We also support the international structuring and distribution of your investment strategy, including:
Structuring of investment vehicles
Managing portfolio tax risk across global investment portfolios
Investment due diligence
Support on tax considerations of distribution to investors internationally, including management of European investor tax reporting
Corporation tax advice including transfer pricing support for Irish operations
VAT advice
Tax Information Reporting services: FATCA or CRS
Third-party services
Asset management firms operate in a complex global tax environment. Our dedicated group of over 50 AWM tax professionals focus on the international and local tax issues facing asset and wealth managers. Their work spans traditional, alternative and real estate asset classes. We have a wealth of expertise and resources to support you on all tax matters relevant to your operations in Ireland. We also support the international structuring and distribution of your investment strategy, including:
Structuring of investment vehicles
Managing portfolio tax risk across global investment portfolios
Investment due diligence
Support on tax considerations of distribution to investors internationally, including management of European investor tax reporting
Corporation tax advice including transfer pricing support for Irish operations
VAT advice
Tax Information Reporting services: FATCA or CRS
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Contact us
Partner, Asset and Wealth Management Tax Leader and Global ETF Leader, PwC Ireland (Republic of)
