Asset and Wealth Management

Unleashing the potential of data in the asset and wealth management industry.

As the largest 'Big 4' firm with a dedicated Asset and Wealth Management team, PwC has unparalleled experience in servicing the asset management industry. Our 450 specialists provide clients with access to market-leading expertise in audit, consulting, deals, regulation and tax—both in Ireland and through PwC's 22,000 asset management experts worldwide. Our high-quality, tech-enabled solutions are sought by the leading asset managers in Ireland and PwC is committed to supporting the industry as a powerful engine of recovery and force for good.

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

The business world is evolving at pace and those who don't move quickly are often left behind. Speed is therefore of the essence, not least in the asset 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 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

The multidisciplinary Asset and Wealth Management team at PwC Ireland provides 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 digital asset management tools and solutions for our clients. No matter how complex the task, we always frame it in our simple mantra of 'Speed. Quality. Insights.'

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Gather. Transform. Activate. Experience.

The world is awash with data. Our ambition is to quickly transform yours into a single source of truth that powers actionable business insights and frees your people to focus on other, more strategic priorities.

Gather

The scale of data in the asset and wealth management industry can be hard to fathom, but our data ingestion tools allow us to securely gather your organisation's data from any source and in multiple forms. This streamlined, 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 ingested, it is tested for consistency and quality. Through this process, data is identified, validated, 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 operational risk exposure 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.

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Asset and Wealth Management services

Audit

Trust is an essential factor in gaining and sustaining the confidence of stakeholders. As a result, asset managers consistently seek out faster yet robust audits that provide ample comfort to stakeholders.

We audit more of the largest global asset managers than any other firm in Ireland and have an unrivalled depth of expertise. We provided audit services for funds since the inception of the fund management industry in Ireland and consider the size of our portfolio to be a strength. It has enabled us to build a dedicated funds practice, and the collective knowledge of our EMEA Asset and Wealth Management network is market-leading.

Through our dedicated digital solutions team within our audit practice, we leverage global technology to drive continuous improvement and innovations in our audits.

Tax

Asset management firms operate in a complex global tax environment. Our dedicated group of over 50 asset and wealth management 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)

Regulation

The regulatory landscape for asset managers and management companies in Ireland has experienced major changes in recent years including regulatory structural reforms due to CP86, climate change, environmental, social and governance (ESG) and the effects of the COVID-19 pandemic.

Organisations are now ensuring that their internal regulatory and corporate governance frameworks are fit-for-purpose and up to market standards. We provide a range of key regulatory services including ESG, CP86, regulatory and valuation reviews, Anti-Money Laundering (AML) and Countering the Financing of Terroism (CFT), Central Bank of Ireland (CBI) authorisation services, outsourcing and liquidity risk.

The PwC Asset Management Regulatory Advisory team works with a range of asset managers and management companies to support key stakeholders while leveraging our PwC network and methodologies. Read more about our services in our AWM Regulatory Advisory Services brochure.

Consulting

The asset and wealth management industry continues to evolve and present new challenges for firms. Investor preferences are shifting, new asset classes are emerging, regulation is increasing, talent is scarce and ESG is no longer a nice-to-have but a must-have. Our Consulting team can draw on in-depth industry knowledge and PwC’s global network to support firms in optimising their business for today’s challenges, and for the future. Our services include:

  • digitisation of operations
  • operational resilience
  • outsourcing
  • target operating model design and review
  • strategy (location, product or growth)
  • AML
  • ESG
  • cybersecurity
  • post-deal integration
  • fund migration
  • diversity and inclusion, culture assessments
  • digital assets and cryptocurrency solutions
  • productivity

Deals

In business, deals are an opportunity for growth, stronger capabilities and—in some cases—dramatic transformation. The decisions you make today will define the value of your organisation tomorrow. With that in mind, businesses of all sizes need data-fuelled insights that enable them to make confident decisions at the right time. Our Deals Advisory team can work with you to turn high stakes into high growth by bringing your optimal path into focus and guiding you to your destination, and beyond. Whether we work with you on mergers, acquisitions, divestitures or operating in a crisis situation, we can help you create, realise and protect value. Our areas of expertise include:

  • valuations

  • divestments, mergers and acquisitions

  • restructuring and insolvency

  • business and forensic investigations

  • dispute advisory

Learn more

Explore our Asset and Wealth Management thought leadership

Meet the Asset and Wealth Management team

Unleash the power of data in your business.

Contact us

Mary Ruane

Partner, PwC Ireland (Republic of)

Trish Johnston

Assurance Leader, PwC Ireland (Republic of)

Tel: +353 86 814 5054

Marie Coady

Partner, PwC Ireland (Republic of)

Fiona Gaskin

Partner, PwC Ireland (Republic of)

Tel: +353 86 771 3665

Ken Owens

Partner, PwC Ireland (Republic of)

Tel: +353 (0) 86 817 1368

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