Building trust, creating value Asset Management www.pwc.com/bm/assetmanagement

www.pwc.com/bm/assetmanagement
Building trust,
creating value
Asset Management
Alternative
Investments
practice
Why PwC Bermuda?
Industry experience &
leadership
A high quality & balanced
client base
Our commitment to the
alternatives industry
Valued point
of view
As the leading professional services firm
in Bermuda, we possess the breadth and
depth of experience and capabilities across
the alternative investments industry to help
our clients achieve success as they address
their most important strategic initiatives,
regulatory environment, fund launches and
target operating model.
Our clients benefit from our strong
relationships with leading market
participants and service providers.
How we’ll work with you
Teams tailored to offer experience that’s relevant to your business
• Successful track record of working in collaboration with clients involved in all aspects of the
alternatives industry, at each stage of their business life cycle.
An integrated approach
• We work collaboratively in multi-disciplinary teams to deliver timely responses with
innovative customized solutions.
• Like yours, our business is global, and our well-developed service delivery model facilitates
smooth information flow enabling seamless integration of audit, tax and advisory
professionals throughout our network.
How we can help
Our alternative investments practice has the deep expertise and
resources to assist you with your audit, tax and advisory needs
across all segments of the industry.
Industry leaders
Our dedicated team brings expertise and informed perspectives on private equity, hedge funds
and structured products in the offshore, U.S. and European markets. We offer our clients
unique insights on industry best practices and emerging operational and financial reporting
developments.
Commitment to building strong relationships
Our goal is to add value to your business and understand your expectations to align our
approach. We invest in long-term relationships and focus on proactive engagement, anticipating
your business needs.
A balanced perspective
We recognize today’s alternative investment managers are challenged to find an effective
balance between focus on growth, performance and value creation for investors in an
increasingly demanding regulatory environment. We are driven to work alongside you in a
manner that supports your strategic objectives.
PwC’s global leadership position is measured not only by market
share and practice size but also by the quality of our clients, many of
them industry leaders themselves.
The PwC network
has a corporate
and/or fund audit
relationship with
each of the top
10 global asset
managers
Over 195,000
people in the PwC
network of firms in
157 countries help
provide the global
coverage our clients
need
76% of the world’s
largest private
equity firms are
serviced by PwC
100% of the top
10 US hedge
fund managers
and European
hedge funds are
serviced by PwC;
we also provide
services to 80%
of the HedgeFund
Intelligence Top
100 hedge funds
worldwide
More than 200
professionals
in the Bermuda
firm make us the
largest professional
services firm on
the island
Our services
We can help you with:
Audit and assurance
• Assurance for capital market
transactions
• Financial accounting
• Financial statement audits
• Independent controls & system
process reporting (e.g. SOC1,
2 or 3 reports, SSAE16 and
ISAE3402 reports)
• Internal audit
• Investment performance
reporting
• Regulatory compliance &
reporting
Tax
• Domicile advisory
•F
oreign Account Tax Compliance
Act (FATCA)
• International
tax structuring
• Transfer pricing
•U
ncertain tax position
assessments
• U.S. tax advisory
• U.S. tax compliance
Advisory
• Alternative Investment Fund
Manager’s Directive (AIFMD)
• Corporate finance
• Corporate governance
• Cybersecurity
• Data analytics, including
visualisation and reporting
• Enterprise risk management
• Finance function effectiveness
• Information security
• IT governance and effectiveness
• Project management
• System implementations and
data migrations
• Transactions
• Transaction services
• Valuation and strategy
Our team
Scott Watson-Brown
Managing Director, Asset Management Leader
+1 (441) 299 7156
[email protected]
Alistair McNeish
Managing Director, Human Capital Consulting Ltd.
+1 (441) 298 9708
[email protected]
Richard Irvine
Managing Director, Tax Leader
+1 (441) 299 7136
[email protected]
Matthew Clarke
Director, Assurance
+1 (441) 299 7151
[email protected]
Garth Calow
Managing Director, Advisory Leader
+1 (441) 299 7105
[email protected]
Scott Slater
Director, Tax
+1 (441) 299 7178
[email protected]
This content is for general information purposes only, and should not be used as a substitute for consultation with professional advisors.
At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 157 countries with more than 208,000
people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting
us at www.pwc.com.
© 2016 PricewaterhouseCoopers Ltd. (a Bermuda limited company). All rights reserved. PwC refers to the Bermuda member firm, and may
sometimes refer to the PwC network. Each member firm is a separate legal entity. Please see www.pwc.com/structure for further details.