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Investment Management

New report: ‘Seismic shifts in investment management’ analyses the drivers radically reshaping the industry and weighs up what the implications are for UK-based global asset managers.

Investment Management research and insights

  • Performance issue 15, September 2014
    This, the 15th edition of Performance, addresses some of the interesting challenges facing asset managers. To set the scene, we take a look at how Martin Gilbert, the CEO of Aberdeen Asset Management, grew Aberdeen into what is now Europe’s largest listed fund manager. We later explore the changing investment management landscape in markets such as the UK and Mauritius and sub-sector groups such as securities lending and hedge funds.
  • Changes to UK tax residence rules: Greater flexibility for offshore fund structures and their managers
    Legislation has now been enacted that will exempt many non-UK incorporated funds from being tax resident in the UK. This article looks at the background to this development and the potential tax impact it could have on the offshore finance industry in Guernsey, Jersey and the Isle of Man. We also consider some potential legal and regulatory implications.
  • Transition to the Senior Managers and Certification Regimes
    This paper from Deloitte’s EMEA Centre for Regulatory Strategy addresses the key points in the FCA/PRA consultation paper and sets-out our expectations of what this will mean for individuals and PRA-designated investment firms in the UK in practice, with a particular focus on the challenges and what firms should be doing to prepare.

About Deloitte's Investment Management Practice

Today's investment management market is bigger, more dynamic, and more competitive than ever, and the need to deliver growth in this changing landscape has never been as important, or challenging. Deloitte’s investment management practice partners with clients across all segments of the market to deliver a wide range of operational, technical and regulatory solutions, designed to help investment managers create a competitive advantage and achieve their growth ambitions.

Deloitte works with clients across: asset management, wealth management, hedge funds, infrastructure, real estate and private equity.

Investment Management issues and trends

  • Alternative Investment Fund Managers Directive (AIFMD)
    The AIFMD will impact how Alternative Investment Fund Managers distribute their funds, cross-border or otherwise; how they pay their people and how they operate their business.
  • M&A in Investment Management
    The Investment management sector is seeing an increasing trend in transaction activity, driven by a range of factors which include: a drive for scale and synergies; building distribution capability; entering new geographic markets or; expanding into higher margin asset classes.
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Key contact

Mark Ward   Mark Ward
Head of Investment Management
mdward@deloitte.co.uk

Highlights

  • OTC Derivatives
    The new cost of trading.
  • Governance in focus
    Offshore London Listed Funds.

Find out more

  • Infrastructure investors
  • Private equity

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