Investment Management
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Deloitte Investment Management Advisory
We recognise the complexity of the world in which the investment management industry operates.
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News and features
Deloitte Ireland builds network with Asian asset managers
Asia Pacific International Core of Excellence.
Tax alert
ECJ rules against French dividend withholding tax on non-resident funds.
Webinar: AIFMD
What does your business need to know about the Alternative Investment Fund Managers Directive (AIFMD)? On 10 May Deloitte hosted a webinar focussing on the key impacts for investment management and depositaries.
Operational taxes in the funds industry
A clear focus
AIFMD for fund service providers
The Alternative Investment Fund Managers Directive (AIFMD) continues to generate controversy as the detailed implementing measures take shape under the stewardship of the European Commission.
Irish unit trust granted Finland treaty benefits
Finnish Tax Administration refunds WHT on Finnish source dividends.
FATCA: The path forward
A practical guide for analysing and implementing the newly proposed FATCA regulations.
Webinar: Tips for FATCA implementation
On Thursday 22 March Deloitte hosted a FATCA webinar, focusing on key requirements, key changes and strategies for effective implementation.
ESMA releases AIFMD key concepts discussion paper
ESMA has issued a discussion paper on the key concepts of the Alternative Investment Managers Directive and types of AIFM.
New registration requirements for Cayman master funds
The Cayman Islands’ Mutual Funds (Amendment) Law, 2011 requires master funds in open-ended master/feeder structures to register with the Cayman Islands Monetary Authority (CIMA) by 21 March 2012. On 15 February 2012, the Cayman Islands Ministry of Finance issued a further clarification that master funds with only one CIMA-registered feeder fund will also be required to register.
Draft technical standards on EMIR published
On 16 February 2012 ESMA published its draft technical standards on the European Markets Infrastructure regulation (EMIR) requiring centralised clearing and reporting within OTC derivative markets. Read our briefing on EMIR.
Fund administration in Ireland survey 2012
Findings reveal that the investment funds industry in Ireland continues to win new business and post strong revenue growth.
U.S. Treasury & IRS release proposed FATCA regulations
On February 8, 2012, the U.S. Treasury and the IRS released the proposed regulations for the Foreign Account Tax Compliance Act - REG 121647-10.
Visit our FATCA homepage for more information.
Performance magazine – Issue 7
The latest version of our triannual digest for asset management professionals is now available with features on corporate governance, wealth management, Brazilian investment funds, the proposed Financial Transactions Tax, UCITS IV risk management and much more (PDF).
View more news and features
Statistics Bulletin
More Key topics
Contact us
Mike Hartwell
Partner, Head of Investment Management
or any member of our team