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How BEPS 2.0 could impact wealth and asset management


How BEPS 2.0 could impact wealth and asset management - EY

Management companies may potentially fall within the scope of the Pillar Two rules, assuming the management company generated EUR750m of annual revenue in at ...

How BEPS 2.0 could impact the wealth & asset management industry

How BEPS 2.0 could impact the wealth & asset management industry · Single managed accounts or funds of one (e.g., insurance groups) · Co-investments with ...

EY's guide to BEPS 2.0 Pillar Two rules | Nalika Nanayakkara ...

Alternative asset management companies, portfolio companies, as well as select funds are all liable to fall within scope of the new BEPS 2.0 ...

How BEPS Pillar 2 is impacting the Asset Management - KPMG UK

They discuss how Pillar 2 impacts Asset Managers and M&A deals, and what the pitfalls, complexities and opportunities are for tax leaders.

Jun Li on LinkedIn: How BEPS 2.0 could impact wealth and asset ...

Here are three areas where we expect BEPS 2.0 to impact alternative asset management entities: 1. Though funds held solely in investment capacity will…

BEPS 2.0 Pillar Two: as policies evolve, engagement is key | EY - US

It remains to be seen whether the US will align its tax law with the OECD/G20's global BEPS 2.0 rules. MNEs will feel the impact in 2024.

Navigating BEPS 2.0: Key considerations - KPMG Thailand

KPMG observations. When considering the Pillar Two implications, asset managers will need to think about the implications from an investment fund, portfolio ...

Are Private Capital Fund Managers Prepared for BEPS 2.0? | CSC

The potential increased compliance costs and higher tax liabilities under BEPS 2.0 could affect the profitability and valuation of many ...

Pillar Two: what investment funds need to know - Macfarlanes

Pillar Two is an international tax reform initiative that aims to ensure that large multinational groups pay a minimum effective tax rate of 15% on all their ...

BEPS 2.0: Impact to the Asset Management sector - YouTube

... BEPS 2.0, so if you'd like to discuss how we can help you, please get in touch with Kashif. Find out more: https://kpmg.com/uk/en/home ...

OECD BEPS reports - Implications for the wealth & asset ...

The project broadly looks to ensure that profits are taxed where the economic activities generating the profits are performed and where value is created through ...

Asset and wealth management revolution 2023: The new context

PwC's 2023 Global Asset and Wealth Management Survey and 2027 projections reveal how shifting investor expectations will disrupt the status quo.

Wealth & Asset Management | EY - US

Wealth & Asset Management · The Playback API request failed for an unknown reason · COVID-19 in Financial Services · NextWave Financial Well-Being · How EY can help ...

BEPS 2.0 - implications for asset managers | Insights

The second pillar proposes Global Anti Base Erosion (GloBE) rules aimed at ensuring that an MNE's profits are all taxed at a minimum effective ...

Next in asset and wealth management 2024 - PwC

Five ways asset and wealth managers can transform and grow amid business and economic challenges in 2024.

GloBE rules concern institutional investors too - Taxology Global

Pillar Two's impact extends beyond MNEs, significantly influencing institutional investors in the asset management industry. A thorough ...

Administrative Guidance on the Global Anti-Base Erosion Model

In addition, governments may hold or manage their investments through a sovereign wealth fund rather than directly by the government itself in ...

BEPS 2.0: A Guide to the Latest Tax Reforms and Regulations - MHA

Over time, the digitalisation of the global economy has meant MNE's can access global markets with relative ease, which brings increased risks. To mitigate ...

Key updates on the global implementation of Pillar 2

Pillar 2 arose out of the Organisation for Economic Co-operation and Development (OECD) Base Erosion and Profit Shifting (BEPS) project and aims ...

2022 Annual Report | Sun Life

Sun Life U.S.. 16%. Sun Life Asia. Business mix. Underlying net income1,2,4. 44%. Wealth & asset management. 36%. Group & shorter duration.