Asset management transfer pricing

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Transfer pricing in the investment management industry

PwC’s Asset Management Transfer Pricing (AMTP) practice stands at the forefront of identifying and offering expertise on an extensive range of issues and developments.

Intercompany/inter-branch transactions in the asset management industry raise complex and challenging transfer pricing issues. The asset management industry, including both traditional and alternative investments, continues to be marked by increased globalisation and concentration. Transfer pricing issues are created by a number of cross-border transactions within the investment management industry, including transactions involving the management companies, the funds and transactions between the two.

Explore our services

PricewaterhouseCoopers provides a range of transfer pricing services to investment management clients. These services include assistance with:

  • Planning (including structuring and pricing) intercompany/inter-branch transactions for traditional and alternative investment firms.
  • Global Core Documentation® projects.
  • Transfer pricing review for an analytical risk and opportunity assessment.
  • Benchmarking studies for intangibles and  services transactions.
  • Intangible property planning and documentation.
  • Global Dispute Resolution, including audit defense, Competent Authority, and Advance Pricing Agreements (APA) negotiations.
  • Compliance with FIN 48 requirements and implementation.
  • End-to-End (E2E) TP execution.
  • BEPS Action 13 obligations: CbCR, Master file, and Local files
  • Financial transactions related to investments, acquisitions, and restructuring

Asset Management Transfer Pricing – Today’s Concerns

Contact us

Krishnan Chandrasekhar

Principal, Financial Services and Financial Transactions Transfer Pricing

Tel: +1 (312) 298 2567

Kathryn Horton O’Brien


Tel: +1 (646) 471 1084

Mac Calva


Tel: +1 (646) 471 2368

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