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Sovereign Wealth & Pension Funds

KPMG’s network of member firms are some of the leading tax advisers to sovereign wealth and pension investors.

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Our approach

Global Sovereign Wealth & Pension Funds tax professionals help clients navigate the complex tax environment by providing advice that is tailored to specific businesses, strategic objectives and the nature of the opportunities at hand.



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What We Do

KPMG’s dedicated, Global Sovereign Wealth & Pension Funds tax network of professionals around the world can create and deliver long-lasting value to clients by:

  • Helping clients as they manage the intricacies in implementing cross-border structures
  • Understanding clients’ business, working together with them at both a local and international level to offer leading advice
  • Offering insights into planning tax efficient structures for all parties involved
  • Providing services for the principal government pension plans and sovereign funds in key markets including Europe, North America, the Middle East, Australia, China, Singapore
  • Delivering due diligence that is specifically scoped to a client’s needs, taking into account a target investment size and the risk associated with the investment

Our Insights  

Family Office & Private Client

KPMG's team of tax professionals can help you with all aspects of personal and family taxation.

Asset Management

KPMG member firms are some of the leading financial advisers to the Asset Management industry.

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KPMG’s network of member firms are some of the leading tax advisers to sovereign wealth and pension investors.
Read more



Podcast episode
 

In this episode, we are looking at the consolidation of pension and sovereign wealth funds.To discuss the tax implications, potential risks and the challenges of this form of consolidation, we have David Dietz and Dino Mauricio. David is Managing Director for Tax at KPMG in the US and Dino is Managing Director and Financial Services Lead for Deal Advisory & Strategy at KPMG in the US.


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