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Global Tax: recent developments and trends in asset management


Domestic tax reforms and international developments related to base erosion and profit shifting (BEPS) activities for fund managers' ability to run funds and investment.

The following is a summary of key issues and trends arising from domestic tax reforms and international developments related to base erosion and profit shifting (BEPS) initiatives relevant to alternative fund managers in managing their fund and investment platforms.

The implications raised from domestic tax reforms and international developments related to base erosion and profit shifting (BEPS) are relevant to fund managers in handling their fund and investment platforms. The list summarizes jurisdiction-specific key issues, trends, and general developments.


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    The team

    Danielle Clark

    EY Americas Financial Services Tax; Principal, Ernst & Young LLP

    Wealth & Asset Management Leader in International Tax Services. Passionate about innovation and learning. Love spending time with my family and friends, traveling and being outdoors or on the water.

    Stamford, USA

    John Hauser

    EY Americas Transaction Support – Cyber Due Diligence Leader

    Experienced cyber due diligence advisor. Certified Information Privacy Professional. Former FBI Special Agent. Two-time marathon runner.

    Tysons, USA

    Jun Li

    EY Americas Wealth & Asset Management Co-leader

    Passionate about diversity and inclusiveness, mentoring and sponsorship. Loves beach vacations with family, relaxing with a good book and watching his young daughter win chess matches.

    New York, USA

    Augusto Oliveira

    Principal, Financial Services, International Tax and Transaction Services, Ernst & Young LLP

    Experienced tax professional. More than a decade helping global institutions and private clients with international tax structuring and fund management.

    Miami, USA

    Dmitri Semenov

    Partner, Financial Services Tax, Ernst & Young LLP

    Passionate about supporting the culture of teaming and inclusiveness. Enjoy spending time with my family, road cycling, tennis and snowboarding.

    New York, USA

    Mriganko Mukherjee

    EY Asia-Pacific Wealth & Asset Management Tax Leader; EY Asean Wealth & Asset Management Leader

    Passionate about coaching and enabling people to achieve their goals. Shaping future tax policy. Listener. Proud father.

    Singapore, SGP
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