Research & insights

Browse PwC's financial services publications

Billionaires: The changing faces of billionaires

December 15, 2015

UBS and PwC deep diver into the findings of the Billionaire Report in a sequel study which reveals the evolving identity of the world’s billionaires.

Global hedge fund distribution survey 2015

December 11, 2015

This report is a collaboration between PwC and the Alternative Investment Management Association (AIMA) and examines disruption in the hedge fund sector.

Banking Banana Skins 2015

December 07, 2015

Banking Banana Skins, sponsored by PwC and conducted by the CSFI, explores what risks bankers face in the current climate and how they prioritise them.

RiskMinds 2015 Points of View

December 04, 2015

The following points of view were launched at RiskMinds 2015 and demonstrate PwC leading the debate in global FS risk issues.

Global Sanctions: Evaluating and managing the changing landscape

December 03, 2015

PwC provides the expertise of former government regulators and industry leaders in effectively addressing a variety of sanctions compliance issues.

Choosing an investment vehicle: European Real Estate Fund Regimes

December 01, 2015

This booklet seeks to compare more than 30 different types of fund vehicles in 18 European countries in a summary form, by looking at a consistent set of key topics, and noting major pros and cons.

Compare and contrast: Worldwide Real Estate Investment Trust (REIT) Regimes

December 01, 2015

This publication keeps you up to speed and allow you to compare the various global REIT regimes in 26 countries.

Global FinTech report: take the survey

November 27, 2015

The financial services industry is facing sweeping technological changes that will, no doubt, profoundly affect the way we do business.

Claims: past, present and future

November 26, 2015

This excerpt is taken from the ninth edition of a Survey of Discontinued Insurance Business in Europe.

Forging consensus on TLAC

November 18, 2015

PwC examines the details of the final standards on TLAC and discuss what has changed from the initial consultation.

Making diversity a reality

November 18, 2015

Diversity is a vital element of the changing talent focus within financial services but is your organisation doing enough to support it? Learn more...

All set for Pillar 3

October 27, 2015

PwC outlines the requirements for Pillar 3 and how to ensure your business is set up to comply in the most efficient and cost-effective way.

Asset Management 2020 and beyond: Transforming your business for a new global tax world

October 02, 2015

Asset managers need to plan for the future - PwC sets out a vision of what the tax landscape will look like in 2020 and beyond in new report.

Capital Markets Union: integration of Capital Markets in the European Union

September 24, 2015

This report was developed in the context of the European Commission’s initiative to support the development of an operational Capital Markets Union.

RiskMinds 2015

August 11, 2015

PwC, as Principal Sponsor of the RiskMinds International conference for over 20 years, helps lead the debate in global financial services risk.

PwC Central Bank Forum 2015

August 11, 2015

PwC's Central Bank Forum brings together senior central bankers from around the world to discuss the current issues driving their agendas.

Global financial markets liquidity study

August 11, 2015

Commissioned by the GFMA and the IIF, this report looks at liquidity from a global viewpoint.

Project Blue 2.0: Redefining financial services

July 30, 2015

Financial institutions must embrace a customer and regulator centric world to shape their future and prosper. Define purpose and ride new goals.

Alternatives Valuation Study

July 17, 2015

In this report, we present the results from our valuation survey addressing selected valuation practices and the U.S. GAAP ASU 2011-4 disclosures that were included in the 2014 financial statements of hedge funds and private equity funds.

Alternatives Governance Study

July 15, 2015

In this report, we present the results from our Governance survey addressing selected practices for hedge funds and private equity funds around governance.

Alternatives Administration Study

July 15, 2015

In this report, we present the results from our fund administration survey addressing selected practices around the use of third party administrators.

Insurance 2020 & beyond: Equipping your business for the global tax revolution

July 10, 2015

The certainties and demands that have shaped tax management over the past 30 years are being swept aside. Read more in this PwC report.

Boosting access to finance: Ensuring free trade agreements (FTAs) recognise cooperatives’ vital development role

July 10, 2015

Read more about how FTAs can boost the development of FS markets within emerging economies in PwC report.

Structured finance: Global structured finance group

June 28, 2015

The global Structured Finance Group (SFG) is composed of experts located around the globe, including dedicated teams in London, Washington DC, New York and Sydney. The SFG comprises of professionals with extensive knowledge of securitisation and structured finance in all the main jurisdictions around the world.

Alternative Asset Management 2020: Fast Forward to Centre Stage

June 26, 2015

The global alternative asset management industry is expected to experience a period of transformation over the coming years. Are you ready?

Capital flows

June 25, 2015

The movement of capital from East to West is likely to remain the major influence on real estate in 2015. Read more.

Insurance 2020 & beyond: Necessity is the mother of reinvention

June 12, 2015

Insurers and industry stakeholders have been using Insurance 2020 to help them judge the implications of trends reshaping the insurance industry.

Structured finance: Securitisation services to CLOs and CDOs

June 10, 2015

Whether you are setting up your first CLO or a repeat issuer the PwC Structured Finance Group (SFG) can provide you with a range of services which are designed to meet your needs and ensure the transaction is established and continues to run smoothly and efficiently.

Female Millennials in Financial Services: strategies for a new era of talent

June 09, 2015

Diversity and inclusiveness are now competitive imperatives and female millennials are set to play a critical part in future Financial Services growth.

Structured finance: Securitisation working with arrangers and managers

June 08, 2015

The Structured Finance Group (SFG) at PwC is a dedicated team of structural finance specialists. The Group offers a wide range of services to investment banks involved in arranging securitisation and structured finance transactions, drawing on years of experience in securitisation and structural finance-related areas in the US and throughout Europe.

Structured finance: Securitisation achieving tax neutrality

June 08, 2015

Ensuring that the tax consequences of a securitisation transaction are known with certainty in relation to both the originator and the issuer is a vital aspect of structuring and implementing the transaction.

Billionaires: Master architects of great wealth and lasting legacies

May 25, 2015

UBS and PwC have launched the 2015 Billionaires Report analysing data from the last 19 years across the 14 largest billionaire markets.

Alternative Fund Administration Survey

May 10, 2015

Comprehensive benchmarking study of US hedge, PE and hybrid funds’ relationships with third-party administrators and other outsourcers.

European Alternative Fund Survey

May 10, 2015

Benchmarking study of European hedge and alternative asset management funds’ industry practices and operational strategy.

Traditional Asset Management Survey

May 10, 2015

Benchmarking study of traditional US mutual funds’ industry practices around operations, regulations, technology, governance and strategy.

Hedge Fund Adminstration – The Quest for Profitable Growth

May 10, 2015

Report based on benchmarking study of hedge fund administrative services and growth factors driving this industry segment.

Real Estate Firms IT Systems Study

May 10, 2015

Benchmarking study of real estate investment firms’ IT systems including operations, accounts payable and other areas.

A new take on talent

February 19, 2015

As industry transformation and disruption gather pace, financial services CEOs are more concerned than ever about the limited availability of key skills.

Anti-Money Laundering

January 30, 2015

PwC have developed an interactive Know Your Customer (‘KYC’) quick reference guide which provides easy access to detailed AML and KYC information for 85 different countries.

Forging a winning culture

January 15, 2015

Successful companies are marked out by the strength of their culture. How can you actively shape your culture and turn it in to your competitive advantage?

Impact of Bank Structural Reforms in Europe: Report for AFME

December 10, 2014

PwC was commissioned by the Association for Financial Markets in Europe (AFME) to undertake a study of the impacts of proposed banking regulation.

Unlocking value in run-off: PwC Survey of Discontinued Insurance Business in Europe – eighth edition

September 15, 2014

The Survey analyses questionnaire results from over 200 parties across Continental Europe and the UK on issues affecting run-off business.

How are you operating in the New Normal? - FS industry perspectives from the Global Tax Leaders

July 24, 2014

It’s a new global economy: Will the business models of financial services, insurance, banking & asset management industries be relevant, and how should tax directors be planning for the future? Find out:

RiskMinds 2014

July 09, 2014

PwC is the Principal Sponsor of RiskMinds 2014, the world’s largest and most prestigious risk management conference.

Future shape of banking - Time for reformation of banking and banks?

July 09, 2014

Future shape of banking outlines four key areas banks need to address in order to remain relevant, as we argue that the future of banking will look very different to what we see today.

Including updates on systemically important asset managers and protecting client money

July 03, 2014

Are asset managers systemically important?; Protecting client money; Waiting for Godot

Insurance 2020: The digital prize – Taking customer connection to a new level

June 26, 2014

Non-life insurers are being left behind by the rapid changes in customer expectations. How can digital innovation help them to engage more closely with customers?

Equipped for the future: Re-inventing your organisation

June 13, 2014

The financial services sector is facing increasing market transformation. How can you make sure your business is equipped to compete?

At a crossroads: The Future of Central Banking

June 13, 2014

In September 2014 PwC hosted the annual Central Bank Forum to bring together senior central bankers from around the world to discuss topics such as global economic trends, bank resolution, monetary policy, ethics in central banking, data mining and balance sheet management, to name a few.

Real estate’s ‘battle for assets’

June 02, 2014

The battle for prime real estate assets is going global as institutional and sovereign wealth fund capital, much of it from Asia, floods back. As a result, many investors are seeking value further up the risk curve, looking beyond the core cities and conventional asset classes.

Remoulding your workforce for a new marketplace

May 28, 2014

Have you got the right people, with the right skills in the right places? Find out in PwC’s Global CEO survey.

The Banking Union: Under way and here to stay

May 21, 2014

The banking Union is the EU’s most ambitious project since the Euro and hopes to solve the problems detected in the European banking system during the recent financial crisis.

Untying the regulatory knot: Sharpening strategies for regulatory change

May 13, 2014

This PwC publication explains why insurers face a proliferation of game-changing regulation ─ and why the future belongs to those that get on the front foot by preparing for the incoming rules today.

Digital life insurer - Insurance research & insights: PwC

May 01, 2014

Many life and pensions businesses are scrambling to keep pace with the increasing impact of digital in their marketplace. But the ways in which they’re responding are too slow. The latest in the Project Blue: Future of Insurance series explores if there could be a faster, cheaper and more flexible way to grasp the digital potential?

SRM - What to expect from Banking Union

May 01, 2014

This PwC publication looks at the outstanding Banking Union legislation adopted by the European Parliament on April 15, 2004 and gives feedback regarding on the Single Resolution Mechanism (SRM) against the backdrop of the Bank Recovery and Resolution Directive (BRRD).

Including updates on crowd funding and G20 summits

April 15, 2014

Crowding out supply-side constraints to investment; G20 summits: do markets care?

Asset management’s game changers for growth

April 07, 2014

Asset management is poised for significant expansion over the rest of the decade, according to the research undertaken as part of our newly released report, Asset Management 2020: A Brave New World, which predicts that global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion.

How mega trends will change real estate investment by 2020

April 07, 2014

Rapid urbanisation and demographic changes, especially within emerging markets, will lead to substantial growth in the real estate investment industry over the next six years, as explained in our newly released report: Real Estate 2020: Building the future. At the same time as the industry's opportunities grow, so too will assets invested into the sector.

Including updates on the Single Resolution Mechanism and FX market investigations

April 03, 2014

Political agreement on SRM; F(i)X market investigations

Sharing deal insights - European Financial Services M&A – Data card

March 13, 2014

This PwC data card 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.

Global Economic Crime Survey 2014: Financial Services sector analysis

March 04, 2014

Explore the current trends in economic crime and find out more about the key threats to the Financial Services sector.

Asset management CEOs are investing for growth

February 26, 2014

Asset management CEOs are preparing for growth. They’re becoming more confident, taking heart from both rising equity markets and the growing demand for their services.

Real Estate 2020: Building the future

February 24, 2014

As confidence returns to real estate, the industry faces a number of fundamental shifts that will shape its future. We have looked into the likely changes in the real estate landscape over the coming years and identified the key trends which, we believe, will have profound implications for real estate investment and development.

Special issue: Preparing for real change

February 10, 2014

New era for crisis management for banks; Basel Committee brushes up leverage and liquidity rules; Central banking in a world of flux

Asset Management 2020: A Brave New World

February 10, 2014

This PwC report asks, and answers the question: What is the future of the asset management industry and how will you prepare?

Pressure builds for private equity outsourcing

January 29, 2014

Against a backdrop of extensive regulatory and market change, many private equity firms are under mounting pressure to deliver greater transparency, better reporting and tighter accounting controls.

QDLP: China’s new market for hedge fund managers

January 29, 2014

At long last, the Qualified Domestic Limited Partnership (QDLP) program in Shanghai has been implemented. The first batch of six hedge fund managers has been approved to participate into the program. They have started setting up the wholly foreign-owned fund management companies (“Onshore FMC”), as well as beginning RMB fund raising.

Explore the data

January 20, 2014

Explore the underlying data of PwC’s Banking 2020 for the industry’s view on the future of retail banking.

About the survey: Methodology and approach

January 20, 2014

PwC surveyed 560 clients from the world’s leading financial institutions across 17 markets regarding the challenges and opportunities the evolving retail banking marketplace is creating for their institutions and their strategies to respond.

Emerging trends and imperatives

January 20, 2014

PwC’s Banking 2020 lists the key priorities and trends retail banks will need to focus on to be successful in 2020.

Emerging Trends in Real Estate Europe® 2014 - "Real estate returns"

January 14, 2014

PwC and the ULI's survey shows the outlook for European real estate investment, finance and capital markets and trends by city and property sector.

Survey highlights

December 19, 2013

The objective of PwC’s research behind Banking 2020 was to gauge the opinions of senior banking leaders on the possible future shape of the retail banking industry

Key Tax Issues at Year End for Real Estate Investors 2013/2014

December 17, 2013

This PwC publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 39 tax systems worldwide.

Including updates on M&A activity and bankers pay

December 06, 2013

Come together right now…over SSM; More money, more problems

Smarter incentives: Turning the regulatory shake-up to your advantage

December 05, 2013

Compliance with the latest wave of reward regulation is the first hurdle… So how can your organisation turn the upheaval to your advantage?

Including updates on Benchmarking, EMIR and Solvency II

November 18, 2013

Benchmarking on reform; And their off: countdown to EMIR reporting; Are you ready for Solvency II?

US retail alternatives: Ten significant touch points for success

November 14, 2013

A world away from their historic market of institutional and high-net-worth investors, a new growth opportunity is opening up for US alternative investment managers. Retail investors are beginning to place their savings in alternative mutual funds and, if the trend continues, they’re likely to fuel an increasingly large proportion of hedge and private equity managers’ profit growth.

Shaping the future of insurance accounting

November 08, 2013

This paper discusses a new standard for insurance contracts, which is an opportunity to create more consistent and comparable reporting among insurers and to show the value of the insurance business to investors.

FS Viewpoint: Hope for the best plan for the worst - A survey of financial institution preparedness

November 04, 2013

This paper discusses the possible affects of the onset of a single supervisory mechanism for the financial institutions within the Eurozone - most of which appear to be in a state of flux, with little guidance on what to expect or how best to prepare. PwC surveyed 30 of the leading financial institutions with operations in Europe to gauge their level of preparedness for a new shock or crisis in the Eurozone.

Including updates on crowdfunding and MiFID II

October 28, 2013

Regulating Crowdfunding; MiFID II on the horizon: a tectonic shift

Real estate links sustainability and shareholder value

October 24, 2013

Real estate investors are getting greener and they’re keen to show it. Recognising that environmental, social and governance performance can boost buildings’ rents and values ― optimising the balance between risk and return ― growing numbers of real estate companies and fund managers are incorporating sustainability practices into day-to-day decision making and due diligence.

Culture, incentives and reward in financial services

September 29, 2013

This PwC Financial Services/Regulation page explains why misaligned incentives and poor culture in financial services contributed to the financial crisis; CRD IV introduces bonus caps.

Conduct and consumer protection in financial services

September 29, 2013

This PwC Financial Services/Regulation page explains why doing the right thing for customers and clients is critically-important for financial services firms.

Securities and derivatives market reform

September 29, 2013

This PwC Financial Services/Regulation page explains how the rules governing securities and derivatives markets have been substantially changed.

Including updates on the G20 summit and shadow banking

September 23, 2013

Much done, more to come: global regulatory reforms; Buffering Money Market Funds; Global response to shadow banks

Sharing deal insights - European Financial Services M&A - Data card, September 2013

September 23, 2013

This data card from PwC Financial services 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.

Don’t make a meal of it: EU regulatory negotiations enter crucial stage

September 16, 2013

EU financial services lawmakers face a staggering autumn workload with twenty nine legal texts currently being negotiated or expected to be tabled by the European Commission (EC) in the near future. To make any progress, legislators will need to prioritise but agreeing these priorities may not be straightforward in all areas. If some dossiers fail to make the priority list, we could end up with in incomplete regulatory regimes, and possibly market distortion, for years to come.

Expanding the potential of ILS

September 04, 2013

How the insurance-linked securities (ILS) sector has the potential to expand the scope of risk transfer by capitalizing on untapped demand.

Reinsurance 2020: Breaking the mould

September 04, 2013

The key considerations for survival and success in a sector facing disruptive and rapidly accelerating change.

Unlocking value in run-off: Survey of Discontinued Insurance Business in Europe – Seventh edition

September 04, 2013

The Survey of Discontinued Insurance analyses results from a cross-section of discontinued and live insurers across Europe and looks at the challenges, objectives and strategies of organizations managing run-off business across Europe.

Avoiding fund governance’s mounting risks

September 03, 2013

Effective fund governance is becoming increasingly important. Following the financial crisis, regulators and investors focused on the conflict of interest between an asset management company’s desire to maximise its own profits, and its duty to maximise fund returns.

Including updates on liquidity reporting, EMIR and FICOD

August 12, 2013

Liquidity outflows: How many buckets does it take?; EMIR proposals narrow impact outside of EU; FICOD and CRR

Opportunities in ETFs’ next phase of growth and innovation

August 07, 2013

As ETFs mark the 20th anniversary of their 1993 invention, their growth story appears to be only beginning. Greater investor appreciation of their simplicity and cost effectiveness, as well as expanding global markets and distribution channels, is fuelling further demand for ETFs.

Including updates on letting banks fail, G-SIIs and risk appetite

July 29, 2013

Breaking the taboo: letting banks fail; Hello G-SIIs; Risky business

Wealth management’s four areas of transformation

July 19, 2013

Wealth managers are in a period of transformation. Slow growth, new regulation and short-term margin pressure are causing them to make fundamental changes to their businesses, ranging from how they approach clients to the efficiency of operating models.

Including updates on cross-border OTC reforms, AIFMD and bank resolution

July 15, 2013

US and EU regulators strike a deal on regulating cross-border derivatives; Don’t wait ‘til it’s too late: complying with AIFMD; Steps in resolving a Eurozone bank

Insurance Banana Skins 2013

July 10, 2013

Insurance Banana Skins 2013 is piece of research conducted by PwC in association with the Centre for the Study of Financial Innovation (CSFI), an independent think tank. It's a survey of insurers and seeks out their views on current risk and future trends.

Including updates on the leverage ratio, priorities of the Lithuanian Presidency and more

July 08, 2013

Banking on the leverage ratio; No surprises: Lithuanian Presidency outlines its priorities; A rising economy lifts all banks

2013 Global Private Banking and Wealth Management Survey

July 03, 2013

PwC's 2013 Global Private Banking and Wealth Management Survey offers insight into industry trends and strategic priorities for global wealth and asset managers.

Time for asset managers to embrace social media

July 02, 2013

While social media use explodes, asset managers are proving slow to follow their customers onto these networks. Already Facebook, LinkedIn, Twitter and YouTube are influencing savers’ investing decisions. In future, social media may lead to fundamental changes in investment practice, and how investors interact with their asset managers. Yet many asset managers are taking a ‘wait-and-see approach’.

Billionaires: The changing faces of billionaires

December 15, 2015

UBS and PwC deep diver into the findings of the Billionaire Report in a sequel study which reveals the evolving identity of the world’s billionaires.

Global hedge fund distribution survey 2015

December 11, 2015

This report is a collaboration between PwC and the Alternative Investment Management Association (AIMA) and examines disruption in the hedge fund sector.

Banking Banana Skins 2015

December 07, 2015

Banking Banana Skins, sponsored by PwC and conducted by the CSFI, explores what risks bankers face in the current climate and how they prioritise them.

RiskMinds 2015 Points of View

December 04, 2015

The following points of view were launched at RiskMinds 2015 and demonstrate PwC leading the debate in global FS risk issues.

Global Sanctions: Evaluating and managing the changing landscape

December 03, 2015

PwC provides the expertise of former government regulators and industry leaders in effectively addressing a variety of sanctions compliance issues.

Choosing an investment vehicle: European Real Estate Fund Regimes

December 01, 2015

This booklet seeks to compare more than 30 different types of fund vehicles in 18 European countries in a summary form, by looking at a consistent set of key topics, and noting major pros and cons.

Compare and contrast: Worldwide Real Estate Investment Trust (REIT) Regimes

December 01, 2015

This publication keeps you up to speed and allow you to compare the various global REIT regimes in 26 countries.

Global FinTech report: take the survey

November 27, 2015

The financial services industry is facing sweeping technological changes that will, no doubt, profoundly affect the way we do business.

Claims: past, present and future

November 26, 2015

This excerpt is taken from the ninth edition of a Survey of Discontinued Insurance Business in Europe.

Forging consensus on TLAC

November 18, 2015

PwC examines the details of the final standards on TLAC and discuss what has changed from the initial consultation.

Making diversity a reality

November 18, 2015

Diversity is a vital element of the changing talent focus within financial services but is your organisation doing enough to support it? Learn more...

All set for Pillar 3

October 27, 2015

PwC outlines the requirements for Pillar 3 and how to ensure your business is set up to comply in the most efficient and cost-effective way.

Asset Management 2020 and beyond: Transforming your business for a new global tax world

October 02, 2015

Asset managers need to plan for the future - PwC sets out a vision of what the tax landscape will look like in 2020 and beyond in new report.

Capital Markets Union: integration of Capital Markets in the European Union

September 24, 2015

This report was developed in the context of the European Commission’s initiative to support the development of an operational Capital Markets Union.

RiskMinds 2015

August 11, 2015

PwC, as Principal Sponsor of the RiskMinds International conference for over 20 years, helps lead the debate in global financial services risk.

PwC Central Bank Forum 2015

August 11, 2015

PwC's Central Bank Forum brings together senior central bankers from around the world to discuss the current issues driving their agendas.

Global financial markets liquidity study

August 11, 2015

Commissioned by the GFMA and the IIF, this report looks at liquidity from a global viewpoint.

Project Blue 2.0: Redefining financial services

July 30, 2015

Financial institutions must embrace a customer and regulator centric world to shape their future and prosper. Define purpose and ride new goals.

Alternatives Valuation Study

July 17, 2015

In this report, we present the results from our valuation survey addressing selected valuation practices and the U.S. GAAP ASU 2011-4 disclosures that were included in the 2014 financial statements of hedge funds and private equity funds.

Alternatives Governance Study

July 15, 2015

In this report, we present the results from our Governance survey addressing selected practices for hedge funds and private equity funds around governance.

Alternatives Administration Study

July 15, 2015

In this report, we present the results from our fund administration survey addressing selected practices around the use of third party administrators.

Insurance 2020 & beyond: Equipping your business for the global tax revolution

July 10, 2015

The certainties and demands that have shaped tax management over the past 30 years are being swept aside. Read more in this PwC report.

Boosting access to finance: Ensuring free trade agreements (FTAs) recognise cooperatives’ vital development role

July 10, 2015

Read more about how FTAs can boost the development of FS markets within emerging economies in PwC report.

Structured finance: Global structured finance group

June 28, 2015

The global Structured Finance Group (SFG) is composed of experts located around the globe, including dedicated teams in London, Washington DC, New York and Sydney. The SFG comprises of professionals with extensive knowledge of securitisation and structured finance in all the main jurisdictions around the world.

Alternative Asset Management 2020: Fast Forward to Centre Stage

June 26, 2015

The global alternative asset management industry is expected to experience a period of transformation over the coming years. Are you ready?

Capital flows

June 25, 2015

The movement of capital from East to West is likely to remain the major influence on real estate in 2015. Read more.

Insurance 2020 & beyond: Necessity is the mother of reinvention

June 12, 2015

Insurers and industry stakeholders have been using Insurance 2020 to help them judge the implications of trends reshaping the insurance industry.

Structured finance: Securitisation services to CLOs and CDOs

June 10, 2015

Whether you are setting up your first CLO or a repeat issuer the PwC Structured Finance Group (SFG) can provide you with a range of services which are designed to meet your needs and ensure the transaction is established and continues to run smoothly and efficiently.

Female Millennials in Financial Services: strategies for a new era of talent

June 09, 2015

Diversity and inclusiveness are now competitive imperatives and female millennials are set to play a critical part in future Financial Services growth.

Structured finance: Securitisation working with arrangers and managers

June 08, 2015

The Structured Finance Group (SFG) at PwC is a dedicated team of structural finance specialists. The Group offers a wide range of services to investment banks involved in arranging securitisation and structured finance transactions, drawing on years of experience in securitisation and structural finance-related areas in the US and throughout Europe.

Structured finance: Securitisation achieving tax neutrality

June 08, 2015

Ensuring that the tax consequences of a securitisation transaction are known with certainty in relation to both the originator and the issuer is a vital aspect of structuring and implementing the transaction.

Billionaires: Master architects of great wealth and lasting legacies

May 25, 2015

UBS and PwC have launched the 2015 Billionaires Report analysing data from the last 19 years across the 14 largest billionaire markets.

Alternative Fund Administration Survey

May 10, 2015

Comprehensive benchmarking study of US hedge, PE and hybrid funds’ relationships with third-party administrators and other outsourcers.

European Alternative Fund Survey

May 10, 2015

Benchmarking study of European hedge and alternative asset management funds’ industry practices and operational strategy.

Traditional Asset Management Survey

May 10, 2015

Benchmarking study of traditional US mutual funds’ industry practices around operations, regulations, technology, governance and strategy.

Hedge Fund Adminstration – The Quest for Profitable Growth

May 10, 2015

Report based on benchmarking study of hedge fund administrative services and growth factors driving this industry segment.

Real Estate Firms IT Systems Study

May 10, 2015

Benchmarking study of real estate investment firms’ IT systems including operations, accounts payable and other areas.

A new take on talent

February 19, 2015

As industry transformation and disruption gather pace, financial services CEOs are more concerned than ever about the limited availability of key skills.

Anti-Money Laundering

January 30, 2015

PwC have developed an interactive Know Your Customer (‘KYC’) quick reference guide which provides easy access to detailed AML and KYC information for 85 different countries.

Forging a winning culture

January 15, 2015

Successful companies are marked out by the strength of their culture. How can you actively shape your culture and turn it in to your competitive advantage?

Impact of Bank Structural Reforms in Europe: Report for AFME

December 10, 2014

PwC was commissioned by the Association for Financial Markets in Europe (AFME) to undertake a study of the impacts of proposed banking regulation.

Unlocking value in run-off: PwC Survey of Discontinued Insurance Business in Europe – eighth edition

September 15, 2014

The Survey analyses questionnaire results from over 200 parties across Continental Europe and the UK on issues affecting run-off business.

How are you operating in the New Normal? - FS industry perspectives from the Global Tax Leaders

July 24, 2014

It’s a new global economy: Will the business models of financial services, insurance, banking & asset management industries be relevant, and how should tax directors be planning for the future? Find out:

RiskMinds 2014

July 09, 2014

PwC is the Principal Sponsor of RiskMinds 2014, the world’s largest and most prestigious risk management conference.

Future shape of banking - Time for reformation of banking and banks?

July 09, 2014

Future shape of banking outlines four key areas banks need to address in order to remain relevant, as we argue that the future of banking will look very different to what we see today.

Including updates on systemically important asset managers and protecting client money

July 03, 2014

Are asset managers systemically important?; Protecting client money; Waiting for Godot

Insurance 2020: The digital prize – Taking customer connection to a new level

June 26, 2014

Non-life insurers are being left behind by the rapid changes in customer expectations. How can digital innovation help them to engage more closely with customers?

At a crossroads: The Future of Central Banking

June 13, 2014

In September 2014 PwC hosted the annual Central Bank Forum to bring together senior central bankers from around the world to discuss topics such as global economic trends, bank resolution, monetary policy, ethics in central banking, data mining and balance sheet management, to name a few.

Equipped for the future: Re-inventing your organisation

June 13, 2014

The financial services sector is facing increasing market transformation. How can you make sure your business is equipped to compete?

Real estate’s ‘battle for assets’

June 02, 2014

The battle for prime real estate assets is going global as institutional and sovereign wealth fund capital, much of it from Asia, floods back. As a result, many investors are seeking value further up the risk curve, looking beyond the core cities and conventional asset classes.

Remoulding your workforce for a new marketplace

May 28, 2014

Have you got the right people, with the right skills in the right places? Find out in PwC’s Global CEO survey.

The Banking Union: Under way and here to stay

May 21, 2014

The banking Union is the EU’s most ambitious project since the Euro and hopes to solve the problems detected in the European banking system during the recent financial crisis.

Untying the regulatory knot: Sharpening strategies for regulatory change

May 13, 2014

This PwC publication explains why insurers face a proliferation of game-changing regulation ─ and why the future belongs to those that get on the front foot by preparing for the incoming rules today.

Digital life insurer - Insurance research & insights: PwC

May 01, 2014

Many life and pensions businesses are scrambling to keep pace with the increasing impact of digital in their marketplace. But the ways in which they’re responding are too slow. The latest in the Project Blue: Future of Insurance series explores if there could be a faster, cheaper and more flexible way to grasp the digital potential?

SRM - What to expect from Banking Union

May 01, 2014

This PwC publication looks at the outstanding Banking Union legislation adopted by the European Parliament on April 15, 2004 and gives feedback regarding on the Single Resolution Mechanism (SRM) against the backdrop of the Bank Recovery and Resolution Directive (BRRD).

Including updates on crowd funding and G20 summits

April 15, 2014

Crowding out supply-side constraints to investment; G20 summits: do markets care?

Asset management’s game changers for growth

April 07, 2014

Asset management is poised for significant expansion over the rest of the decade, according to the research undertaken as part of our newly released report, Asset Management 2020: A Brave New World, which predicts that global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion.

How mega trends will change real estate investment by 2020

April 07, 2014

Rapid urbanisation and demographic changes, especially within emerging markets, will lead to substantial growth in the real estate investment industry over the next six years, as explained in our newly released report: Real Estate 2020: Building the future. At the same time as the industry's opportunities grow, so too will assets invested into the sector.

Including updates on the Single Resolution Mechanism and FX market investigations

April 03, 2014

Political agreement on SRM; F(i)X market investigations

Sharing deal insights - European Financial Services M&A – Data card

March 13, 2014

This PwC data card 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.

Global Economic Crime Survey 2014: Financial Services sector analysis

March 04, 2014

Explore the current trends in economic crime and find out more about the key threats to the Financial Services sector.

Asset management CEOs are investing for growth

February 26, 2014

Asset management CEOs are preparing for growth. They’re becoming more confident, taking heart from both rising equity markets and the growing demand for their services.

Real Estate 2020: Building the future

February 24, 2014

As confidence returns to real estate, the industry faces a number of fundamental shifts that will shape its future. We have looked into the likely changes in the real estate landscape over the coming years and identified the key trends which, we believe, will have profound implications for real estate investment and development.

Special issue: Preparing for real change

February 10, 2014

New era for crisis management for banks; Basel Committee brushes up leverage and liquidity rules; Central banking in a world of flux

Asset Management 2020: A Brave New World

February 10, 2014

This PwC report asks, and answers the question: What is the future of the asset management industry and how will you prepare?

Pressure builds for private equity outsourcing

January 29, 2014

Against a backdrop of extensive regulatory and market change, many private equity firms are under mounting pressure to deliver greater transparency, better reporting and tighter accounting controls.

QDLP: China’s new market for hedge fund managers

January 29, 2014

At long last, the Qualified Domestic Limited Partnership (QDLP) program in Shanghai has been implemented. The first batch of six hedge fund managers has been approved to participate into the program. They have started setting up the wholly foreign-owned fund management companies (“Onshore FMC”), as well as beginning RMB fund raising.

Explore the data

January 20, 2014

Explore the underlying data of PwC’s Banking 2020 for the industry’s view on the future of retail banking.

About the survey: Methodology and approach

January 20, 2014

PwC surveyed 560 clients from the world’s leading financial institutions across 17 markets regarding the challenges and opportunities the evolving retail banking marketplace is creating for their institutions and their strategies to respond.

Emerging trends and imperatives

January 20, 2014

PwC’s Banking 2020 lists the key priorities and trends retail banks will need to focus on to be successful in 2020.

Emerging Trends in Real Estate Europe® 2014 - "Real estate returns"

January 14, 2014

PwC and the ULI's survey shows the outlook for European real estate investment, finance and capital markets and trends by city and property sector.

Survey highlights

December 19, 2013

The objective of PwC’s research behind Banking 2020 was to gauge the opinions of senior banking leaders on the possible future shape of the retail banking industry

Key Tax Issues at Year End for Real Estate Investors 2013/2014

December 17, 2013

This PwC publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 39 tax systems worldwide.

Including updates on M&A activity and bankers pay

December 06, 2013

Come together right now…over SSM; More money, more problems

Smarter incentives: Turning the regulatory shake-up to your advantage

December 05, 2013

Compliance with the latest wave of reward regulation is the first hurdle… So how can your organisation turn the upheaval to your advantage?

Including updates on Benchmarking, EMIR and Solvency II

November 18, 2013

Benchmarking on reform; And their off: countdown to EMIR reporting; Are you ready for Solvency II?

US retail alternatives: Ten significant touch points for success

November 14, 2013

A world away from their historic market of institutional and high-net-worth investors, a new growth opportunity is opening up for US alternative investment managers. Retail investors are beginning to place their savings in alternative mutual funds and, if the trend continues, they’re likely to fuel an increasingly large proportion of hedge and private equity managers’ profit growth.

Shaping the future of insurance accounting

November 08, 2013

This paper discusses a new standard for insurance contracts, which is an opportunity to create more consistent and comparable reporting among insurers and to show the value of the insurance business to investors.

FS Viewpoint: Hope for the best plan for the worst - A survey of financial institution preparedness

November 04, 2013

This paper discusses the possible affects of the onset of a single supervisory mechanism for the financial institutions within the Eurozone - most of which appear to be in a state of flux, with little guidance on what to expect or how best to prepare. PwC surveyed 30 of the leading financial institutions with operations in Europe to gauge their level of preparedness for a new shock or crisis in the Eurozone.

Including updates on crowdfunding and MiFID II

October 28, 2013

Regulating Crowdfunding; MiFID II on the horizon: a tectonic shift

Real estate links sustainability and shareholder value

October 24, 2013

Real estate investors are getting greener and they’re keen to show it. Recognising that environmental, social and governance performance can boost buildings’ rents and values ― optimising the balance between risk and return ― growing numbers of real estate companies and fund managers are incorporating sustainability practices into day-to-day decision making and due diligence.

Culture, incentives and reward in financial services

September 29, 2013

This PwC Financial Services/Regulation page explains why misaligned incentives and poor culture in financial services contributed to the financial crisis; CRD IV introduces bonus caps.

Conduct and consumer protection in financial services

September 29, 2013

This PwC Financial Services/Regulation page explains why doing the right thing for customers and clients is critically-important for financial services firms.

Securities and derivatives market reform

September 29, 2013

This PwC Financial Services/Regulation page explains how the rules governing securities and derivatives markets have been substantially changed.

Including updates on the G20 summit and shadow banking

September 23, 2013

Much done, more to come: global regulatory reforms; Buffering Money Market Funds; Global response to shadow banks

Sharing deal insights - European Financial Services M&A - Data card, September 2013

September 23, 2013

This data card from PwC Financial services 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.

Don’t make a meal of it: EU regulatory negotiations enter crucial stage

September 16, 2013

EU financial services lawmakers face a staggering autumn workload with twenty nine legal texts currently being negotiated or expected to be tabled by the European Commission (EC) in the near future. To make any progress, legislators will need to prioritise but agreeing these priorities may not be straightforward in all areas. If some dossiers fail to make the priority list, we could end up with in incomplete regulatory regimes, and possibly market distortion, for years to come.

Expanding the potential of ILS

September 04, 2013

How the insurance-linked securities (ILS) sector has the potential to expand the scope of risk transfer by capitalizing on untapped demand.

Reinsurance 2020: Breaking the mould

September 04, 2013

The key considerations for survival and success in a sector facing disruptive and rapidly accelerating change.

Unlocking value in run-off: Survey of Discontinued Insurance Business in Europe – Seventh edition

September 04, 2013

The Survey of Discontinued Insurance analyses results from a cross-section of discontinued and live insurers across Europe and looks at the challenges, objectives and strategies of organizations managing run-off business across Europe.

Avoiding fund governance’s mounting risks

September 03, 2013

Effective fund governance is becoming increasingly important. Following the financial crisis, regulators and investors focused on the conflict of interest between an asset management company’s desire to maximise its own profits, and its duty to maximise fund returns.

Including updates on liquidity reporting, EMIR and FICOD

August 12, 2013

Liquidity outflows: How many buckets does it take?; EMIR proposals narrow impact outside of EU; FICOD and CRR

Opportunities in ETFs’ next phase of growth and innovation

August 07, 2013

As ETFs mark the 20th anniversary of their 1993 invention, their growth story appears to be only beginning. Greater investor appreciation of their simplicity and cost effectiveness, as well as expanding global markets and distribution channels, is fuelling further demand for ETFs.

Including updates on letting banks fail, G-SIIs and risk appetite

July 29, 2013

Breaking the taboo: letting banks fail; Hello G-SIIs; Risky business

Wealth management’s four areas of transformation

July 19, 2013

Wealth managers are in a period of transformation. Slow growth, new regulation and short-term margin pressure are causing them to make fundamental changes to their businesses, ranging from how they approach clients to the efficiency of operating models.

Including updates on cross-border OTC reforms, AIFMD and bank resolution

July 15, 2013

US and EU regulators strike a deal on regulating cross-border derivatives; Don’t wait ‘til it’s too late: complying with AIFMD; Steps in resolving a Eurozone bank

Insurance Banana Skins 2013

July 10, 2013

Insurance Banana Skins 2013 is piece of research conducted by PwC in association with the Centre for the Study of Financial Innovation (CSFI), an independent think tank. It's a survey of insurers and seeks out their views on current risk and future trends.

Including updates on the leverage ratio, priorities of the Lithuanian Presidency and more

July 08, 2013

Banking on the leverage ratio; No surprises: Lithuanian Presidency outlines its priorities; A rising economy lifts all banks

2013 Global Private Banking and Wealth Management Survey

July 03, 2013

PwC's 2013 Global Private Banking and Wealth Management Survey offers insight into industry trends and strategic priorities for global wealth and asset managers.

Time for asset managers to embrace social media

July 02, 2013

While social media use explodes, asset managers are proving slow to follow their customers onto these networks. Already Facebook, LinkedIn, Twitter and YouTube are influencing savers’ investing decisions. In future, social media may lead to fundamental changes in investment practice, and how investors interact with their asset managers. Yet many asset managers are taking a ‘wait-and-see approach’.

Risk minds
PwC was the principal sponsor of the Risk Minds 2012 conference, and our theme for last year's event was "Managing towards a new banking equilibrium".