Asset and Wealth Managed Services

We manage while you drive growth and business outcomes

In today’s fast-evolving asset and wealth management landscape, staying ahead means focusing on growth—not operational complexity. Our managed services go beyond traditional outsourcing, combining industry expertise, advanced technology and data-driven insights to deliver real business outcomes.

Whether enhancing operations, enabling regulatory compliance or unlocking the full potential of your data, we provide scalable, flexible solutions tailored to your needs. With our deep insights and innovative digital tools, we help asset managers operate efficiently across global markets so you can focus on what matters most: growing your business and building trust with your clients.

Our approach

We combine our asset management expertise with a technology-driven, data-focused strategy to tailor solutions to your unique operations. With your needs at the forefront, we start with shared goals and outcomes to design integrated services that eliminate redundancies, enhance efficiency and support the growth of your business.

Our deep capabilities in assurance, risk management, tax and front- to back-office operations mean we know how to get the job done, harnessing a custom-built data ecosystem and a thorough grasp of each fund’s operations to drive sustained outcomes and move your business forward faster.

By working with us, you can:

Stay ahead of regulatory change: Combine regulatory expertise with technology to navigate evolving policies and ensure timely compliance.
Harness advanced technologies: Implement artificial intelligence-powered solutions for complex functions like private asset valuation, reducing manual effort and costs.
Enhance oversight and operations: With standardized, automated templates and rigorous integrity checks, we focus on quality, reducing manual oversight and easing your team’s work.
Streamline complex processes: Enhance visibility and efficiency across multiple providers, data sources and multi-step workflows.
Access flexible talent models: Work with trusted professionals while accessing our extensive global network, which includes more than 14,000 managed services practitioners with specialized capabilities in areas such as tax, risk, compliance and valuation. We also have more than 47,000 people in our acceleration and delivery centre network.

How we can help

Embrace the future of financial transparency and accuracy with PwC. We combine Embrace the future of financial transparency and accuracy with PwC. We combine deep experience in the asset management industry and leading talent and technology to help you transform how you manage your financial statement preparation–with a solution that’s as dynamic and global as your business. Powered by our PwC Data Platform, custom tailored to investment portfolios, our global integrated applications turbocharge the creation and review of financial statements in both English and French.

An integrated suite of technology-driven modules, designed to support data standardization and aggregation. By creating a single source or truth, this system fulfills the informational needs of various departments within a client. It streamlines data management and ensures that all teams have access to accurate, up-to-date information, enhancing decision making and operational efficiency.

Our NAV Oversight strategy features an integrated suite of technology-driven modules connected to the PwC Data Platform. This service automates monitoring, streamlines reconciliations and recalculations of NAV and assessing trends over time. It is designed to simplify the oversight of fund administration and NAV calculations, including the closing of books. By providing recalculations, the service highlights exceptions and ensures a seamless process.

End-to-end tax services for a wide range of asset managers including regulated funds, hedge funds, private equity funds, venture capital funds, real estate funds, fund of funds and other. PwC is uniquely experienced in helping our clients solve their most pressing tax issues. PwC leverages our functional experience, coupled with our robust and advanced technology platform to give clients access to resources, processes, and tools we’ve developed to help solve their most common challenges and focus on your organization’s strategic priorities.

End-to-end valuation services for a wide range of asset classes, including equities, fixed income, derivatives, credit, real estate, private equity, and more. Our team of experienced professionals ensures precise and reliable valuations that adhere to industry standards and regulatory requirements.

Our customizable offering provides clients with professional project management and operational support. The adaptive staffing model helps us adjust to clients’ actual needs – precisely when they need it. This model enables us to scale resources up or down, based on our clients’ evolving needs (e.g., for unique or cyclical projects), reducing time spent identifying and hiring candidates, or time needed from staff on activities that may not need consistent support.

PwC's Managed Services enhance financial operations by using AI, machine learning, and automation to streamline processes, reduce errors, and ensure compliance. These services address challenges like manual errors and high costs, offering cost-effective solutions that improve accuracy and efficiency. With a global delivery model and expertise in accounting, tax, and technology, PwC supports businesses in focusing on strategic initiatives. The firm emphasizes cost optimization and scalability, helping organizations achieve significant savings and drive profitable growth.

PwC's strategy for Asset & Wealth Management (AWM) Managed Services in the AML/KYC domain focuses on delivering comprehensive solutions by integrating technology and regulatory compliance expertise. They aim to streamline processes through advanced technologies like automation, machine learning, and data analytics to enhance transaction monitoring and risk assessment. PwC offers scalable and flexible solutions tailored to the specific needs of financial institutions, ensuring compliance with evolving regulations while optimizing cost efficiency. Additionally, their global network provides expert advisory services to help clients understand and implement effective AML/KYC programs using a risk-based approach. This client-centric strategy is designed to help financial institutions manage risks and adhere to regulatory standards effectively.