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.

Who we are

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.

How we can work with you

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.

Your team at PwC

Anthony James

Leader - Asset and Wealth Management, Sydney

+61 2 8266 1205

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Hugh Harley

Financial Services Leader, Asia-Pacific, Sydney

+61 2 8266 5746

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James Dunning

Partner, Financial Services, Sydney

+61 2 8266 2933

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David Coogan

Partner, Melbourne

+61 (3) 8603 3841

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Jason Slade

Partner, Melbourne

+61 (3) 8603 4803

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Darren Ross

Partner, Sydney

+61 (2) 8266 5961

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Catherine Nance

Partner, Melbourne & Perth

+61 (3) 8603 3919

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Shane O’Sullivan

Principal

+61 412 620 255

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Craig Cummins

Leader - Superannuation, Sydney

+61 2 8266 7937

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Nicole Salimbeni

Partner, Sydney

+61 2 8266 1729

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Paul Taylor

Investment consulting, Melbourne

+61 (3) 8603 2631

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Publications

Contact us

Anthony James
Leader - Asset and Wealth Management
Tel: +61 2 8266 1205
Email

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