Asset and Wealth Management

As Ireland’s leading funds audit practice, we prioritise audit quality. Our team of over 400 professionals collaborates with global asset managers and their funds. We are the only Big Four firm in Ireland with a dedicated Asset and Wealth Management group. By integrating an agile approach with advanced audit technology, innovative thinking and deep industry knowledge, we deliver a modern financial statement audit that builds trust in an evolving world.

To maximise internal audit effectiveness, we align with organisational objectives, risk management priorities, regulatory demands and stakeholder needs. Our support includes assessing and enhancing internal audit and risk management methodologies, addressing resourcing challenges via full outsourcing or specialist support, and developing tailored training solutions grounded in extensive market and industry expertise.

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In a rapidly changing industry, boards of directors often require additional support to ensure effective oversight. At PwC, we provide a comprehensive suite of services to meet these needs. Our offerings include assistance with compliance and risk management frameworks, where we guide organisations in establishing robust systems to manage risks effectively. We also conduct corporate governance reviews to ensure alignment with best practices, helping boards to navigate the complexities of modern governance.

In addition, we perform evaluations of organisational effectiveness, benchmarking against industry standards to identify areas of improvement. Our tailored training programmes for directors are designed to enhance their capabilities, equipping them with the knowledge and skills necessary to lead confidently. Our expertise aids boards in strengthening their governance structures, providing the confidence required to lead effectively in a dynamic environment.

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Asset and wealth management firms face constant regulatory changes, increasing demands and costs. We provide guidance to ensure compliance and understand the impact on your business. Our services include advising on regulatory obligations, assurance on policies and controls, assistance with Central Bank of Ireland authorisations, remediation support, and a regulation watch service.

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With rising outsourcing, bridging the trust gap with third parties is crucial. Attestation reports like SOC 1, SOC 2 or ISAE 3402 demonstrate controls that safeguard client data. These reports are essential for ensuring operational resilience and compliance with regulations like the Digital Operational Resilience Act (DORA). We guide you in selecting the appropriate framework and conduct thorough attestation engagements. You can rely on our expertise to build trust, enhance efficiency and meet compliance deadlines.

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Our team of 100 tax professionals offers comprehensive support for asset management firms navigating a complex global tax environment. We specialise in international and local tax issues across traditional, alternative and real estate asset classes. Our services include structuring investment vehicles, managing portfolio tax risk and conducting investment due diligence.

We provide advice on international distribution tax considerations, European investor reporting and corporation tax, including transfer pricing. We are experts in the OECD’s Pillar Two initiative and offer strategies to navigate its impact. Our VAT services focus on fee structuring and recovery, ensuring tax efficiency. We also provide tax compliance and reporting support, including FATCA and CRS, and assist with tax governance and interactions with Irish Revenue.

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The sector is facing unprecedented operational challenges as it prepares to deliver ambitious transformation and growth plans while complying with increasing regulation and fee pressure. Against the backdrop of this environment, our managed services allow firms to focus on strategic growth by entrusting operations to us. We run so you can accelerate your business.

Using data-driven insights and strategies to simplify complexities and boost efficiency, our team combines technology with industry expertise to deliver our proprietary solutions with strategic alliances, to streamline data processing, automate reporting, leading to enhanced decision-making. We offer comprehensive services, from strategy to delivery, integrating technology and building in-house capabilities for success. Our key offerings include financial statement preparation, regulatory reporting, tax compliance, financial crime compliance (AML/KYC), third-party risk management and corporate managed services in finance, HR and procurement.

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Navigating environmental, social and governance (ESG) considerations is increasingly complex, with businesses needing to comply with regulations, manage risks and capture essential data. In the asset and wealth management industry, critical areas of focus include the Corporate Sustainability Reporting Directive (CSRD) and the Sustainable Finance Disclosure Regulation (SFDR).

At PwC, we leverage intelligent technologies, deep industry expertise and our global network to help clients meet regulatory requirements, consumer expectations and investor demands. Our comprehensive ESG services ensure your business remains compliant, resilient and aligned with sustainable practices. We provide guidance on implementing effective ESG strategies that not only meet current obligations but also position your firm for future growth in a sustainability-driven market.

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Our Capital Markets and Accounting Advisory Services (CMAAS) offer specialised support for the asset and wealth management sector. Our team provides technical accounting advice under FRS 101, FRS 102 or IFRS for complex transactions and GAAP conversions. We assist with structuring and restructuring entities for optimal financial alignment and compliance, and handle declarations of solvency for members’ voluntary liquidations and capital reductions.

We conduct client asset and investor money examinations, offering assurance on safeguarding arrangements. Our advisory services help address risks identified by the Central Bank of Ireland. Our expertise ensures your business remains compliant and strategically positioned within a dynamic regulatory landscape.

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