Asset and Wealth Management

The Asset and Wealth Management industry’s transformation is ongoing. Changing demographics, tighter regulation on banks and insurance companies and a complete disruption of traditional capital raising, have pushed the industry to centre stage.

Valleta Malta Insurance

How we can help

Global regulatory developments especially at EU level have been increasing cost pressures on asset managers, forcing changes in fund products and service provider arrangements and putting the spotlight on regulatory and investor disclosure. Supervisory activity by regulators including the MFSA has been on the rise, presenting challenges to the industry.

Our Asset and Wealth Management team can help you understand, evaluate and manage the challenges that the industry is facing today, turning complex issues into competitive advantage. 

Our services include:

  • Fund structuring integrating regulatory and tax services

  • Re-domiciliation and relocation services

  • Licensing and ongoing dealings with regulators

  • Regulatory advice and support services

  • Regulatory reporting

  • Risk management, MLRO and compliance function support

  • Governance and internal audit support

  • Compliance healthchecks

  • Valuation services

  • GDPR compliance

  • FATCA/CRS and investor tax reporting

  • Direct and indirect tax compliance and advisory services

  • Digitalisation

  • Training seminars and tailormade workshops

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Contact us

Lucienne Pace Ross

Assurance Partner, PwC Malta

Tel: +356 2564 7293

Joseph Camilleri

Assurance Partner, PwC Malta

Tel: +356 2564 7191

Nadia Mifsud

Assurance, PwC Malta

Tel: +356 2564 7234

Chris Mifsud Bonnici

Tax, PwC Malta

Tel: +356 2564 6935

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