Asset & wealth management seminar

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Hot topics for investment funds & asset management

After the financial crisis of 2007-09, a recession and the volatile markets of 2011, the Canadian, US and global economies have been undergoing a modest, if tentative, upturn. The asset management industry similarly has been recovering, experiencing improved valuations, increased assets under management and enhanced margins.

At PwC, we hosted a breakfast seminar for professionals in the investment funds and asset management industry who would benefit from the latest insight on today's hot topics. We talked about:

  • emerging trends in wealth and asset management
  • regulatory findings and reminders
  • tax and FATCA updates, key dates and reminders.

Thought leadership

Asset Management 2020: A Brave New World
The way many asset managers operate in 2020 will be significantly different compared with the 2013 model. This report considers the likely changes in the asset management industry landscape over the coming years and identifies key game changers which will impact the competitive environment.


2013 Global Private Banking and Wealth Management Survey
This year's 20th Anniversary issue of PwC's Global Private Banking and Wealth Management Survey gathered insights and perspectives on critical aspects of the challenges confronting participants across all segments of global wealth management.


Asset Management – Strategic imperatives for asset managers
This report identifies the strategic imperatives for the asset management industry, the key implications for asset managers, and the questions firms should be asking to best adapt their strategies to take advantage of these new and emerging industry demands.



PwC 17th Annual Global CEO Survey: Key Findings in the Asset Management Industry
In this year’s CEO Survey, Asset Management CEOs are increasingly optimistic and showing it. They’re planning to hire, make acquisitions and invest in technology.


PwC 17th Annual Global CEO Survey: Asset Management Industry summary
The results of our 2014 CEO Survey show a change in the weather for asset managers. While traces of the uncertainty that followed the financial crisis remain, asset management CEOs are investing for growth for the first time in five years.


Global IRW Newsbrief: Canada and the US sign FATCA Intergovernmental Agreement
The United States and Canada announced on February 5, 2014, that they have signed an Intergovernmental Agreement (IGA) to improve international tax compliance and to implement the US Foreign Account Tax Compliance Act (FATCA). The IGA must be ratified under Canadian laws before it comes into force.