Asset & Wealth Management

Through compulsory superannuation, the asset management industry has become the custodian of much of our national wealth.

Through compulsory superannuation, the asset management industry has become the custodian of much of our national wealth. But volatile markets and ongoing reforms – such as FOFA and My Super – continue to reshape the industry.

Asset managers need to think more strategically about the structure of their business and how they go to market, to gain the confidence and support of investors. Yet turbulent times also bring opportunities for companies who understand and adapt to the new environment. That's where PwC comes in.

Our Asset Management team works with all the major asset managers across the value chain from product and administration through to distribution and advice– including financial planners, investment and funds managers and superannuation providers. We also work alongside boutique asset managers, in particular new players seeking to enter the market through acquisitions or organic growth, and alternative investors such as hedge funds, infrastructure funds and private equity.

Working with such a broad and diverse range of industry participants means we can benchmark performance and illuminate industry best practice, giving our clients valuable insight as to how they compare to their domestic and international peers and competitors.

Our clients come to us because of our people and knowledge of the industry. They gain access to a team of experts who have worked in the asset management industry in Australia and internationally. We focus on anticipating and understanding developments and opportunities both domestically and offshore. We create value in our clients’ businesses by advising on how to maximise those opportunities, while minimising risk and complying with regulations.

Our team brings a broad range of specialist expertise in strategy and customer, assurance, tax, regulation and advice.

Anthony James
Partner, Sydney
Tel: +61 2 8266 1205
Email
Hugh Harley
Partner, Sydney
Tel: +61 (2) 8266 5746
Email
James Dunning
Partner, Financial Services, Sydney
Tel: +61 (2) 8266 2933
Email
David Coogan
Partner, Melbourne
Tel: +61 (3) 8603 3841
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Jason Slade
Partner, Melbourne
Tel: +61 (3) 8603 4803
Email
Darren Ross
Partner, Sydney
Tel: +61 (2) 8266 5961
Email
Shane O’Sullivan
Principal
Tel: +61 412 620 255
Email
Craig Cummins
Partner, Sydney
Tel: +61 2 8266 7937
Email
Nicole Salimbeni
Partner, Sydney
Tel: +61 2 8266 1729
Email
Paul Taylor
Investment consulting, Melbourne
Tel: +61 (3) 8603 2631
Email
Catherine Nance
Partner, Melbourne & Perth
Tel: +61 (3) 8603 3919
Email

Redefining business success in a changing world

About the 19th Annual Global CEO Survey

ASFA/PwC CEO Superannuation Survey - Superannuation: Inspiring excellence

The fourth annual ASFA/PwC CEO Superannuation Survey captures the opinions of more than twenty superannuation leaders across a range of topical industry issues.

Building on the past, seeking the future

The risk and compliance landscape continues to evolve as a consequence of industry change. Whether these changes are a result of market volatility, political change, regulator enforcement or just the natural challenge of the status quo, Risk and Compliance functions have been driven to adapt.

Value Accounts Investment Funds Supplement

This illustrative publication is a supplement to the VALUE ACCOUNTS Investment Funds publication

Investment Manager Regime

Exposure Draft Legislation Heading towards the finish line