Financial Services

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Wealth and asset management tax services

Our global wealth and asset management services bring together the broad industry and tax knowledge of thousands of professionals. With offices worldwide, we are a leading service provider to alternative and traditional regulated funds, both onshore and offshore.

Our clients benefit not only from our experience with numerous wealth and asset managers and funds but also from the dynamic blend of cross-border tax services we provide to sellers, buyers and financial intermediaries.

We assist funds in addressing the complexity and challenges inherent in their domestic and global structures. The breadth of our tax services ranges from planning and controversy assistance through tax accounting, controls and compliance.

Our tax services include:

  • International tax planning, including transfer pricing and global tax analysis
  • Jurisdictional tax services (federal, state, local)
  • Transaction tax services
  • Human capital services, including performance and rewards
  • Tax accounting and risk advisory services
  • Individual tax planning and compliance
  • Hedge fund structuring for tax efficiency
  • Uncertain tax position (i.e., “FIN 48”) analysis

Additional resources:

EY Tax News Update

EY Tax News Update

With the EY Tax Alert subscription service, you choose which topical updates you want to receive, and you choose a delivery schedule that's right for you. Sign up today.

EY Tax Webcasts

EY Tax Webcasts

Join EY and other industry professionals as we tackle some of today’s most pressing issues affecting the tax industry.

EY - Get the facts on FATCA

Get the facts on FATCA

We offer knowledge and resources to help navigate the Foreign Account Tax Compliance Act (FATCA).

EY - What is the Common Reporting Standard (CRS)?

What is the Common Reporting Standard (CRS)?

Stay up-to-date with the latest developments involving the CRS.

EY Tax Insights Magazine

EY Tax Insights Magazine

In an era of increased transparency and digitalization, today’s tax function needs to adapt how it interacts with governments & stakeholders to prepare for the future. Issue 17 of EY’s Tax Insights, out now, explores how innovation is transforming the tax landscape.

 

Contact Us

Elliott Shadforth
Asia-Pacific Wealth & Asset Management Leader

+852 2846 9083

 

Julie Kerr
Asia-Pacific FSO Business Development Leader

+852 2629 3262

 

Antoinette Elias

Oceania Wealth & Asset Management Leader

+61 2829 56251 

 

AJ Lim

Greater China Wealth & Asset Management Leader

+86 21 2228 2929

 

Brian Thung

Singapore Wealth & Asset Management Leader

+65 6309 6227

 

Jeong Hun-You

Korea Wealth & Asset Management Leader

+82 2377 00972

 

Beng Yean Yeo

Malaysia Wealth & Asset Management Leader

+60 3749 58771

 

Andrew Fuh

Taiwan Wealth & Asset Management Leader

+886 2275 78888

 

Rachada Yongsawadvanich

Thailand Wealth & Asset Management Leader

+66 2264 9090

 

Bimo Santosa

Indonesia Wealth & Asset Management Leader

+62 21 5289 4169

 

Vicky B Lee-Salas

Philippines Wealth & Asset Management Leader 

+63 2894 8397
 

Connect with us

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