Meijburg & Co’s Financial Services specialists have long provided tax advice to parties in the field of Investment Management. They are involved on a daily basis with:

  • asset managers and custodians
  • brokers and market makers
  • clearing institutions
  • hedge funds
  • investment funds
  • private equity and infrastructure funds
  • real estate funds
  • pension fund administrators and pension funds
  • Defined Contribution Pension Institutions (premiepensioeninstellingen; PPIs)
  • sovereign wealth funds

Investment Management is almost unique in the speed at which events are overtaken by developments.  All these developments and the ever-changing regulations (AIFMD, MiFID II, UCITS V, EMIR, Solvency II, CRD IV (Basel III), SEPA and FATCA) not only mean that business and revenue models need to be adapted, but they also result in changes to what is considered acceptable from a tax and social perspective. These factors also affect the tax position of financial institutions. This changing landscape may carry tax risks, but it also provides opportunities. Meijburg & Co’s Financial Services specialists have extensive experience with identifying tax risks and opportunities. They would be pleased to help you increase your returns by taking advantage of the opportunities available, while at the same time keeping the risks to a minimum. 

International Funds en Fund Management Survey
In cooperation with the affiliated national practices, KPMG annually publishes the International Funds and Fund Management Survey. This comprehensive reference tool provides investment funds with an insight into issues in the field of accounting, regulations and tax in each country. Please click here for the tool.