The financial services world is complex. It impacts every organisation across every corner of the world, and it faces constant challenges — from regulations and risks, to economic issues in an increasingly globalised world. Information is your most critical tool for keeping pace and making the decisions that matter most.
Our library below offers a comprehensive look at the regulatory issues you need to know about. Be sure to explore our other FS libraries for equally in-depth knowledge on asset management; banking & capital markets; and insurance.
These PwC papers discuss ways of aligning business and talent management strategy as it relates new employees entering the workplace – the generation known as millennials. These publications look at how their unique characteristics demand an innovative approach to recruitment, retention, management and development.
This financial services sector analysis of PwC's 2011 Global Economic Crime Survey examines the current fraud landscape, taking a close look at who is committing economic crime, what new types of fraud are emerging and how they can be addressed.
This PwC reference guide helps you manage your financial services transfer pricing issues.
Environmental, social and governance (ESG) issues in the private equity industry are increasingly in the spotlight. But many PE houses are struggling with how to demonstrate the value of their ESG activity.
A theme to emerge from our survey of the Private Equity industry is the difference in attitude and approach between the US-headquartered PE houses and those in Europe
This publication provides perspectives on recent trends ― and future developments — in the M&A market, including analysis of the latest transactions and insights into emerging investment opportunities.
Financial services leaders in the CEO Survey assess the impact of talent constraints on their growth plans and how to overcome them.
The Project Blue framework considers the rise and interconnectivity of emerging markets and state-directed approaches to economic development. It also examines the impact of new technology, demographics, changing customer behaviour and mounting pressure on the world’s most critical natural resources.
PwC's Banking Banana Skins 2012 ranks bankers views on current risks facing the banking industry. The top three risks ranked are macro-economic risk, credit risk, and liquidity risk.
Hourglass issue 24: putting HR at the centre of your people strategy. We look at the current hot issues in human resources.
Black swans turn grey is a thought provoking paper looking at how the landscape of risk is changing from a past environment where boards believed their organisations could manage and control risks to the present where established risk approaches and thinking are being repeatedly outpaced.
View insights from approximately 3,000 banking customers in nine different markets to understand customers' needs, attitudes and behaviours to digital media.
This new PwC publication looks at how banks are now dealing with the tough new business and regulatory demands that have been enacted as a result of the recent global financial crisis.
This PwC report examines some of the key issues and benefits of using special purpose vehicles in lieu of the latest regulatory factors and changing market dynamics.
This PwC explains why many developed market financial services groups are looking to emerging markets for growth and ever-stronger emerging market-based firms are seeking to strengthen their global footprint.
PwC provides perspectives on the recent trends affecting M&A activity within the global stock exchange sector, focusing on potential future developments within the emerging markets.
PwC's comparative study of anti-money laundering and "know your customer" requirements across 60 countries, along with analyses of local regulatory and cultural issues, and links to useful information such as Financial Action Task Force (FATF) reports.
PwC’s sixth annual Asian Financial Services M&A survey and report explores the growing potential for deal activity in the region, including analysis of recent transactions and economic trends, and insights into emerging investment opportunities.
What is the rationale behind the trends and key individual deals in the renewable energy sector? Why is energy efficiency increasingly important and what are some of the critical issues for companies engaging in deal activity within the sector?
The financial crisis has highlighted what the European Commission has described as the ‘absence of a healthy risk management culture at all levels of certain financial institutions’.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This book outlines actions banks should be taking in response to Basel III, and examines the related reforms and parallel developments in accounting rules, taxation, strategy, supervision and the economy.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This report, prepared by PwC on behalf of The Climate Group, looks at how adopting institutions are fulfilling their commitments to the Climate Principles.
This report presents the overarching themes of the M&A scene within Asia's financial services sector and also reveals how these players are evolving in a post-crisis world and comments on their own growth trajectory and acquisition plans.
As Islamic finance moves into the mainstream, a key challenge is identifying a suitably relevant and intelligible accounting framework that is comparable with conventional finance without tainting compliance with Shariah.
This survey, which includes responses from 76 financial institutions based in 16 European countries, provides a snapshot of the progress firms have made in establishing their compliance functions.
The slowdown in cross-border and growth-oriented M&A seen since the end of 2007 looks likely to continue during the second half of 2009. Nonetheless, we feel that a restructuring-led wave of deal activity will gather momentum across the European financial services landscape as we move into 2010.
Drawing on the practical insights and recent experience of cost management professionals from PricewaterhouseCoopers, this flyer outlines where and how finance teams can play a stronger role in enabling organisations to emerge leaner and more competitive from the crisis.
This survey has been conducted for PwC by The Economist Intelligence Unit (EIU) as part of the development of our overall report, which examines the impact of the credit crisis on M&A activity in the financial services sector over the past 12 months.
The credit crunch has changed the world of financial services. Our Point of View report examines the points you should consider when planning how to adapt to the challenges of the future.
This second edition of the PwC Guide 'Doing Business in the DIFC' has been compiled to provide the reader with a more up-to-date understanding of the DIFC, the types of financial activities that can be undertaken from the centre and the recent changes in laws and regulations.
This is the second paper in a series dedicated to Islamic finance. It offers a primer for people not familiar with Islamic finance and banking products. It examines the risks associated with those products and with Islamic banking as a whole. It also looks at the future of risk management in this sector and the forces shaping it.
Written by, Mohammed Amin, Samih Geha, Mohammad Khan and Sridharan Nair and sponsored by Mohammed Faiz Azmi (Global Islamic Finance Leader), this paper is the first in a series of PwC publications aimed at briefing mainstream financial services companies about opportunities in Islamic finance and looks at the key features of takaful, market potential, retakaful, general and life takaful opportunities and the challenges for takaful operators.
Many asset management firms are currently sizing up the opportunities and this paper aims to help them deepen their knowledge of the sector, understand current developments and navigate through the main challenges of creating a Shariah-compliant fund range.
Many companies must prepare financial statements in accordance with International Financial Reporting Standards. As transparency and comparability advance through IFRS, is your company ready?
Companies must follow constantly updated standards by the International Accounting Standards Board (IASB). How can your industry best interpret and implement them?
This point of view examines how leading financial services organisations are gearing their talent strategies to the unprecedented market conditions and changing realities facing the sector.
This paper examines the opportunities opening up in Indian financial services and how prospective entrants can move into the market.
These PwC papers discuss ways of aligning business and talent management strategy as it relates new employees entering the workplace – the generation known as millennials. These publications look at how their unique characteristics demand an innovative approach to recruitment, retention, management and development.
This financial services sector analysis of PwC's 2011 Global Economic Crime Survey examines the current fraud landscape, taking a close look at who is committing economic crime, what new types of fraud are emerging and how they can be addressed.
This PwC reference guide helps you manage your financial services transfer pricing issues.
Environmental, social and governance (ESG) issues in the private equity industry are increasingly in the spotlight. But many PE houses are struggling with how to demonstrate the value of their ESG activity.
A theme to emerge from our survey of the Private Equity industry is the difference in attitude and approach between the US-headquartered PE houses and those in Europe
This publication provides perspectives on recent trends ― and future developments — in the M&A market, including analysis of the latest transactions and insights into emerging investment opportunities.
Financial services leaders in the CEO Survey assess the impact of talent constraints on their growth plans and how to overcome them.
The Project Blue framework considers the rise and interconnectivity of emerging markets and state-directed approaches to economic development. It also examines the impact of new technology, demographics, changing customer behaviour and mounting pressure on the world’s most critical natural resources.
PwC's Banking Banana Skins 2012 ranks bankers views on current risks facing the banking industry. The top three risks ranked are macro-economic risk, credit risk, and liquidity risk.
Hourglass issue 24: putting HR at the centre of your people strategy. We look at the current hot issues in human resources.
Black swans turn grey is a thought provoking paper looking at how the landscape of risk is changing from a past environment where boards believed their organisations could manage and control risks to the present where established risk approaches and thinking are being repeatedly outpaced.
View insights from approximately 3,000 banking customers in nine different markets to understand customers' needs, attitudes and behaviours to digital media.
This new PwC publication looks at how banks are now dealing with the tough new business and regulatory demands that have been enacted as a result of the recent global financial crisis.
This PwC report examines some of the key issues and benefits of using special purpose vehicles in lieu of the latest regulatory factors and changing market dynamics.
This PwC explains why many developed market financial services groups are looking to emerging markets for growth and ever-stronger emerging market-based firms are seeking to strengthen their global footprint.
PwC provides perspectives on the recent trends affecting M&A activity within the global stock exchange sector, focusing on potential future developments within the emerging markets.
PwC's comparative study of anti-money laundering and "know your customer" requirements across 60 countries, along with analyses of local regulatory and cultural issues, and links to useful information such as Financial Action Task Force (FATF) reports.
PwC’s sixth annual Asian Financial Services M&A survey and report explores the growing potential for deal activity in the region, including analysis of recent transactions and economic trends, and insights into emerging investment opportunities.
What is the rationale behind the trends and key individual deals in the renewable energy sector? Why is energy efficiency increasingly important and what are some of the critical issues for companies engaging in deal activity within the sector?
The financial crisis has highlighted what the European Commission has described as the ‘absence of a healthy risk management culture at all levels of certain financial institutions’.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This book outlines actions banks should be taking in response to Basel III, and examines the related reforms and parallel developments in accounting rules, taxation, strategy, supervision and the economy.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This report, prepared by PwC on behalf of The Climate Group, looks at how adopting institutions are fulfilling their commitments to the Climate Principles.
This report presents the overarching themes of the M&A scene within Asia's financial services sector and also reveals how these players are evolving in a post-crisis world and comments on their own growth trajectory and acquisition plans.
As Islamic finance moves into the mainstream, a key challenge is identifying a suitably relevant and intelligible accounting framework that is comparable with conventional finance without tainting compliance with Shariah.
This survey, which includes responses from 76 financial institutions based in 16 European countries, provides a snapshot of the progress firms have made in establishing their compliance functions.
The slowdown in cross-border and growth-oriented M&A seen since the end of 2007 looks likely to continue during the second half of 2009. Nonetheless, we feel that a restructuring-led wave of deal activity will gather momentum across the European financial services landscape as we move into 2010.
Drawing on the practical insights and recent experience of cost management professionals from PricewaterhouseCoopers, this flyer outlines where and how finance teams can play a stronger role in enabling organisations to emerge leaner and more competitive from the crisis.
This survey has been conducted for PwC by The Economist Intelligence Unit (EIU) as part of the development of our overall report, which examines the impact of the credit crisis on M&A activity in the financial services sector over the past 12 months.
The credit crunch has changed the world of financial services. Our Point of View report examines the points you should consider when planning how to adapt to the challenges of the future.
This second edition of the PwC Guide 'Doing Business in the DIFC' has been compiled to provide the reader with a more up-to-date understanding of the DIFC, the types of financial activities that can be undertaken from the centre and the recent changes in laws and regulations.
This is the second paper in a series dedicated to Islamic finance. It offers a primer for people not familiar with Islamic finance and banking products. It examines the risks associated with those products and with Islamic banking as a whole. It also looks at the future of risk management in this sector and the forces shaping it.
Written by, Mohammed Amin, Samih Geha, Mohammad Khan and Sridharan Nair and sponsored by Mohammed Faiz Azmi (Global Islamic Finance Leader), this paper is the first in a series of PwC publications aimed at briefing mainstream financial services companies about opportunities in Islamic finance and looks at the key features of takaful, market potential, retakaful, general and life takaful opportunities and the challenges for takaful operators.
Many asset management firms are currently sizing up the opportunities and this paper aims to help them deepen their knowledge of the sector, understand current developments and navigate through the main challenges of creating a Shariah-compliant fund range.
Many companies must prepare financial statements in accordance with International Financial Reporting Standards. As transparency and comparability advance through IFRS, is your company ready?
Companies must follow constantly updated standards by the International Accounting Standards Board (IASB). How can your industry best interpret and implement them?
This point of view examines how leading financial services organisations are gearing their talent strategies to the unprecedented market conditions and changing realities facing the sector.
This paper examines the opportunities opening up in Indian financial services and how prospective entrants can move into the market.
These PwC papers discuss ways of aligning business and talent management strategy as it relates new employees entering the workplace – the generation known as millennials. These publications look at how their unique characteristics demand an innovative approach to recruitment, retention, management and development.
This financial services sector analysis of PwC's 2011 Global Economic Crime Survey examines the current fraud landscape, taking a close look at who is committing economic crime, what new types of fraud are emerging and how they can be addressed.
This PwC reference guide helps you manage your financial services transfer pricing issues.
Environmental, social and governance (ESG) issues in the private equity industry are increasingly in the spotlight. But many PE houses are struggling with how to demonstrate the value of their ESG activity.
A theme to emerge from our survey of the Private Equity industry is the difference in attitude and approach between the US-headquartered PE houses and those in Europe
This publication provides perspectives on recent trends ― and future developments — in the M&A market, including analysis of the latest transactions and insights into emerging investment opportunities.
Financial services leaders in the CEO Survey assess the impact of talent constraints on their growth plans and how to overcome them.
The Project Blue framework considers the rise and interconnectivity of emerging markets and state-directed approaches to economic development. It also examines the impact of new technology, demographics, changing customer behaviour and mounting pressure on the world’s most critical natural resources.
PwC's Banking Banana Skins 2012 ranks bankers views on current risks facing the banking industry. The top three risks ranked are macro-economic risk, credit risk, and liquidity risk.
Hourglass issue 24: putting HR at the centre of your people strategy. We look at the current hot issues in human resources.
Black swans turn grey is a thought provoking paper looking at how the landscape of risk is changing from a past environment where boards believed their organisations could manage and control risks to the present where established risk approaches and thinking are being repeatedly outpaced.
View insights from approximately 3,000 banking customers in nine different markets to understand customers' needs, attitudes and behaviours to digital media.
This new PwC publication looks at how banks are now dealing with the tough new business and regulatory demands that have been enacted as a result of the recent global financial crisis.
This PwC report examines some of the key issues and benefits of using special purpose vehicles in lieu of the latest regulatory factors and changing market dynamics.
This PwC explains why many developed market financial services groups are looking to emerging markets for growth and ever-stronger emerging market-based firms are seeking to strengthen their global footprint.
PwC provides perspectives on the recent trends affecting M&A activity within the global stock exchange sector, focusing on potential future developments within the emerging markets.
PwC's comparative study of anti-money laundering and "know your customer" requirements across 60 countries, along with analyses of local regulatory and cultural issues, and links to useful information such as Financial Action Task Force (FATF) reports.
PwC’s sixth annual Asian Financial Services M&A survey and report explores the growing potential for deal activity in the region, including analysis of recent transactions and economic trends, and insights into emerging investment opportunities.
What is the rationale behind the trends and key individual deals in the renewable energy sector? Why is energy efficiency increasingly important and what are some of the critical issues for companies engaging in deal activity within the sector?
The financial crisis has highlighted what the European Commission has described as the ‘absence of a healthy risk management culture at all levels of certain financial institutions’.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This book outlines actions banks should be taking in response to Basel III, and examines the related reforms and parallel developments in accounting rules, taxation, strategy, supervision and the economy.
PwC’s latest MiFID II (Markets in Financial Instruments Directive) insight provides an overview of the key proposals and information on the legislative process identifying how firms can make sure their views are heard.
This report, prepared by PwC on behalf of The Climate Group, looks at how adopting institutions are fulfilling their commitments to the Climate Principles.
This report presents the overarching themes of the M&A scene within Asia's financial services sector and also reveals how these players are evolving in a post-crisis world and comments on their own growth trajectory and acquisition plans.
As Islamic finance moves into the mainstream, a key challenge is identifying a suitably relevant and intelligible accounting framework that is comparable with conventional finance without tainting compliance with Shariah.
This survey, which includes responses from 76 financial institutions based in 16 European countries, provides a snapshot of the progress firms have made in establishing their compliance functions.
The slowdown in cross-border and growth-oriented M&A seen since the end of 2007 looks likely to continue during the second half of 2009. Nonetheless, we feel that a restructuring-led wave of deal activity will gather momentum across the European financial services landscape as we move into 2010.
Drawing on the practical insights and recent experience of cost management professionals from PricewaterhouseCoopers, this flyer outlines where and how finance teams can play a stronger role in enabling organisations to emerge leaner and more competitive from the crisis.
This survey has been conducted for PwC by The Economist Intelligence Unit (EIU) as part of the development of our overall report, which examines the impact of the credit crisis on M&A activity in the financial services sector over the past 12 months.
The credit crunch has changed the world of financial services. Our Point of View report examines the points you should consider when planning how to adapt to the challenges of the future.
This second edition of the PwC Guide 'Doing Business in the DIFC' has been compiled to provide the reader with a more up-to-date understanding of the DIFC, the types of financial activities that can be undertaken from the centre and the recent changes in laws and regulations.
This is the second paper in a series dedicated to Islamic finance. It offers a primer for people not familiar with Islamic finance and banking products. It examines the risks associated with those products and with Islamic banking as a whole. It also looks at the future of risk management in this sector and the forces shaping it.
Written by, Mohammed Amin, Samih Geha, Mohammad Khan and Sridharan Nair and sponsored by Mohammed Faiz Azmi (Global Islamic Finance Leader), this paper is the first in a series of PwC publications aimed at briefing mainstream financial services companies about opportunities in Islamic finance and looks at the key features of takaful, market potential, retakaful, general and life takaful opportunities and the challenges for takaful operators.
Many asset management firms are currently sizing up the opportunities and this paper aims to help them deepen their knowledge of the sector, understand current developments and navigate through the main challenges of creating a Shariah-compliant fund range.
Many companies must prepare financial statements in accordance with International Financial Reporting Standards. As transparency and comparability advance through IFRS, is your company ready?
Companies must follow constantly updated standards by the International Accounting Standards Board (IASB). How can your industry best interpret and implement them?
This point of view examines how leading financial services organisations are gearing their talent strategies to the unprecedented market conditions and changing realities facing the sector.
This paper examines the opportunities opening up in Indian financial services and how prospective entrants can move into the market.