Research and insights

Browse our financial services insights

Compare and contrast: Worldwide Real Estate Investment Trust (REIT) Regimes - July 2017

July 21, 2017

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

Insurance's new normal: Driving innovation with InsurTech

June 23, 2017

FinTech sector reports based on responses of the PwC's Global FinTech Survey 2017.

Insurance Banana Skins 2017

May 30, 2017

Insurance Banana Skins 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.

Staying ahead: Central banks in a multi-mandate environment

February 03, 2017

Participants from PwC’s 2016 Central Bank Forum share their perspectives on how to address the challenges of an expanding mandate.

Anti-Money Laundering: Financial Crime Guide Tool & Global Financial Crime Resource Map

January 20, 2017

Our interactive, user friendly platform providing key financial crime information and contact details for PwC professionals globally.

Real Estate Going Global: Tax and legal aspects of real estate investments around the globe

December 31, 2016

Our global real estate network comprises of people and teams with hands-on experience at the very top of the industry. Real Estate Going Global provides you with a summary of the tax and legal aspects of real estate investments from more than 40 countries.

Key tax issues at year end for real estate investors 2016/2017

December 14, 2016

The publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 34 tax systems worldwide.

RiskMinds 2016 Points of View

December 06, 2016

As RiskMind 2016 Lead sponsor PwC is launching a number of new reports. Topics include climate policy risk and client onboarding.

Aspirations and realities: Gauging the impact of the ICS on capital management

November 14, 2016

The IAIS has set ambitious goals for its planned new ICS. Can these objectives be met? How much of an impact will they have on capital?

The power to perform: Human capital 2020 and beyond

October 20, 2016

Financial services is being transformed. How can you optimise your human capital today, while building for tomorrow?

Insurance 2020 and beyond: Creating a winning culture

October 19, 2016

Many insurers are seeking to remodel their culture. How can you translate your intentions into real changes in the way your people behave and make decisions during the ‘moments that matter’?

Mastering the New Regulatory Landscape

October 19, 2016

Nearly a decade on from the global financial crisis, the banking industry is stepping back to consider the commercial implications of the new regulatory environment and adapting business models to ensure they are fit for the future. How can you take advantage of the new regulatory reform agenda and use it to change the way you run your business and achieve competitive advantage?

African banking survey

October 13, 2016

In this report, we focus on the challenges facing banks and the strategies being implemented to adapt to new trends, from the perspective of bank CEOs.

The wait is nearly over? IFRS 17 is coming, are you prepared for it?

October 07, 2016

IFRS 17 (previously IFRS 4 Phase II) is expected to be issued in early 2017 with an effective date of 2021.

Billionaires insights

October 03, 2016

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

Blockchain: The 5 billion opportunity for reinsurers

September 07, 2016

Reinsurers are in line to build some of the biggest blockchain applications outside the payments sector, opening up a $5-10 billion cost saving opportunity.

Chain Reaction: How Blockchain Technology Might Transform Wholesale Insurance

September 02, 2016

This study identifies where blockchain technologies have the greatest potential to help the wholesale insurance market solve fundamental problems such as business process inefficiencies – and how market players will collaborate to do so. Based on discussions with a wide range of market participants it sets out those practical uses for blockchain that will deliver the highest value with the lowest barriers to implementation.

RiskMinds 2016

August 11, 2016

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

Banking and capital markets 2020: Is your business equipped with a tax function for the future?

July 30, 2016

Is your business equipped to handle the challenges of 2020? If not, does your tax department know what it needs to do in order to optimise its function in 2020?

Customers in the spotlight: How FinTech is reshaping banking

July 28, 2016

Competition between banks and new entrants may give way to direct cooperation across the FinTech ecosystem. Opportunities exist for partnership and cooperation that would leverage each other's strengths, whether in product design and development by the start-ups, or distribution and infrastructure capabilities by banks.

ETFs: A roadmap to growth

June 29, 2016

The global ETF (Exchange Traded Fund) industry continues to experience rapid change, presenting both opportunities and challenges.

The overhaul of lease accounting: Catalyst for change in corporate real estate

June 27, 2016

Active management of real estate assets is becoming a strategic imperative for users, and the newly established lease accounting standard is an incentive

Financial services technology 2020 and beyond

June 17, 2016

The financial services industry has seen drastic technology-led changes over the past few years and customers have had their expectations set by other industries.

Central Banking 2020: Ahead of the curve

June 14, 2016

The pressing questions facing central banks

Opportunities await: How InsurTech is reshaping insurance

June 12, 2016

Three in four insurance companies believe that some part of their business is at risk of disruption.

Women of the world

April 16, 2016

Aligning gender diversity and international mobility in Financial Services

Emerging Trends in Real Estate: The global outlook for 2016

March 15, 2016

The Emerging Trends in Real Estate® series of reports are produced annually by PwC and the Urban Land Institute following interviews and surveys with the most senior property professionals. They have become a key indicator of sentiment in their respective regions. We have drawn together those regional insights for this global report, highlighting the most relevant trends.

Payments in the Wild Tech World: Digitisation and changing customer expectations

March 10, 2016

Payments used to be one of the industries least vulnerable to disruption. In a FinTech flooded world, this is no longer the case.

Robo-advice

March 08, 2016

Robo advisors and digital solutions providing online portfolio management with minimal human intervention are challenging traditional advisors.

Marketplace lending

March 04, 2016

FinTech and other non-traditional credit providers disrupt the traditional banking landscape but all have an opportunity to create strategic partnerships.

Payments

March 04, 2016

Mobile and new technologies are fundamentally changing the payments landscape proving to be a disruptive force on incumbent financial institutions.

Sink or Swim: Why wealth management can’t afford to miss the digital wave

March 03, 2016

Wealth management stands today as one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries.

PwC Central Bank Forum 2015

February 24, 2016

The Forum's discussions were an opportunity for senior central bankers and PwC representatives to share ideas and learn from each other’s experience.

Billionaires: The changing faces of billionaires

December 15, 2015

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

Key tax issues at year end for real estate investors 2015/2016

December 14, 2015

The publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 34 tax systems worldwide.

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

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.

Choosing an investment vehicle: European Real Estate Fund Regimes - November 2016

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.

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.

Financial Services: 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.

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.

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?

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.

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.

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.

ETF 2020: Preparing for a new horizon

January 26, 2015

Exchange Traded Funds (ETFs) are no longer considered a niche product. New investor segments continue to integrate ETFs into their portfolios and fund sponsors continue to introduce new products.

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.

Project Blue - custom downloads

August 28, 2014

Capitalising on the rise and interconnectivity of the emerging markets. Download your customised report.

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.

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?

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.

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?

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.

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.

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?

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.

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.

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.

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

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?

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.

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.

Insurance Banana Skins 2013

July 10, 2013

PwC is proud to present the results from our biennial survey which examines risks facing the industry, and includes insights from over 660 insurers, regulators and close observers of the industry across 54 countries. 

Sink or swim: Why wealth management can't afford to miss the digital wave

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.

Insurance 2020: Unleashing the value from values. Five golden rules for a high performing culture in the insurance industry

June 06, 2013

In a period of unrelenting change, culture can be your greatest ally or your biggest enemy. How can you actively shape your culture and use it to your competitive advantage?

Seizing back the people agenda

April 09, 2013

As tough market conditions diminish the opportunities for short-term trading returns, successful firms will look at how to attract and nurture people with the mindset and ideas to develop lasting relationships, work within tougher risk and compliance demands and create value over the long-term.

Getting to grips with Pillar 3

December 14, 2012

We explore the strategic and practical issues facing insurers as they implement the Solvency II insurance reporting and disclosure requirements under Pillar 3.

Life and pensions: Competing for a future

November 01, 2012

PwC research explores the future of insurance. What are the forces set to shape it? What will the new marketplace look like? How can life and pensions thrive?

Insurance 2020: Turning change into opportunity

October 19, 2012

PwC's Future of Insurance explores both the key drivers of change for the insurance industry and their implications for the insurance business.

Pay: What motivates financial services executives? The psychology of incentives

September 24, 2012

This PwC report created in conjunction with the London School of Economics, examines the ways in which financial services company executives make decisions about pay.

Reinsurers confront a new reality

September 10, 2012

Are emerging markets the best bet for reinsurance companies? We tackle the questions around the generation of ongoing sustainable profits for reinsurance companies.

Insurance regulation goes beyond Solvency II

September 03, 2012

Watch video outlining how insurance regulators are actively working on a range of insurance directives in addition to Solvency II.

Structured finance: Securitisation after the credit crunch

June 28, 2012

Mention ‘securitisation’ and one may think of on-off balance sheet manipulation, Enron and Parmalat; others think of investment bankers, obscure language, high fees and toxic asset classes in the credit crunch.

Capitalising on the rise and interconnectivity of the emerging markets

June 19, 2012

The country perspectives for Brazil, China, Hong Kong, India, Middle East, Singapore and South Africa, of the latest global report within the Project blue framework, looks at how they can follow their clients into new markets and make the most of the commercial potential.

Structured finance: Securitisation working with originators

June 08, 2012

Whether you are securitising for the first time or are a repeat issuer, the PwC Structured Finance Group (SFG) can provide you with a range of services which are tailored to meet your specific needs and requirements, helping to make sure that your transaction runs smoothly and efficiently.

Structured finance: Securitisation new due diligence challenges

June 08, 2012

Most studies of the financial crisis and of the measures needed to restore investor confidence in the securitisation market indicate that enhanced disclosure of information and the ability of investors to analyse and understand risks in more detail are key issues.

Millennials at work: Reshaping the workplace in financial services

April 20, 2012

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.

Developing the investment strategies and operational capabilities that could help you to attract more business from insurers.

April 18, 2012

This PwC publication explain why insurers will want to rethink their investment strategies because of Solvency II, which will have a big impact on asset managers, a huge proportion of whose business comes from insurers.

Assessing the future trends for financial services

February 12, 2012

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.

Compare and contrast: Worldwide Real Estate Investment Trust (REIT) Regimes - July 2017

July 21, 2017

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

Insurance's new normal: Driving innovation with InsurTech

June 23, 2017

FinTech sector reports based on responses of the PwC's Global FinTech Survey 2017.

Insurance Banana Skins 2017

May 30, 2017

Insurance Banana Skins 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.

Staying ahead: Central banks in a multi-mandate environment

February 03, 2017

Participants from PwC’s 2016 Central Bank Forum share their perspectives on how to address the challenges of an expanding mandate.

Anti-Money Laundering: Financial Crime Guide Tool & Global Financial Crime Resource Map

January 20, 2017

Our interactive, user friendly platform providing key financial crime information and contact details for PwC professionals globally.

Real Estate Going Global: Tax and legal aspects of real estate investments around the globe

December 31, 2016

Our global real estate network comprises of people and teams with hands-on experience at the very top of the industry. Real Estate Going Global provides you with a summary of the tax and legal aspects of real estate investments from more than 40 countries.

Key tax issues at year end for real estate investors 2016/2017

December 14, 2016

The publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 34 tax systems worldwide.

RiskMinds 2016 Points of View

December 06, 2016

As RiskMind 2016 Lead sponsor PwC is launching a number of new reports. Topics include climate policy risk and client onboarding.

Aspirations and realities: Gauging the impact of the ICS on capital management

November 14, 2016

The IAIS has set ambitious goals for its planned new ICS. Can these objectives be met? How much of an impact will they have on capital?

The power to perform: Human capital 2020 and beyond

October 20, 2016

Financial services is being transformed. How can you optimise your human capital today, while building for tomorrow?

Insurance 2020 and beyond: Creating a winning culture

October 19, 2016

Many insurers are seeking to remodel their culture. How can you translate your intentions into real changes in the way your people behave and make decisions during the ‘moments that matter’?

Mastering the New Regulatory Landscape

October 19, 2016

Nearly a decade on from the global financial crisis, the banking industry is stepping back to consider the commercial implications of the new regulatory environment and adapting business models to ensure they are fit for the future. How can you take advantage of the new regulatory reform agenda and use it to change the way you run your business and achieve competitive advantage?

The wait is nearly over? IFRS 17 is coming, are you prepared for it?

October 07, 2016

IFRS 17 (previously IFRS 4 Phase II) is expected to be issued in early 2017 with an effective date of 2021.

Billionaires insights

October 03, 2016

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

Blockchain: The 5 billion opportunity for reinsurers

September 07, 2016

Reinsurers are in line to build some of the biggest blockchain applications outside the payments sector, opening up a $5-10 billion cost saving opportunity.

Chain Reaction: How Blockchain Technology Might Transform Wholesale Insurance

September 02, 2016

This study identifies where blockchain technologies have the greatest potential to help the wholesale insurance market solve fundamental problems such as business process inefficiencies – and how market players will collaborate to do so. Based on discussions with a wide range of market participants it sets out those practical uses for blockchain that will deliver the highest value with the lowest barriers to implementation.

RiskMinds 2016

August 11, 2016

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

Banking and capital markets 2020: Is your business equipped with a tax function for the future?

July 30, 2016

Is your business equipped to handle the challenges of 2020? If not, does your tax department know what it needs to do in order to optimise its function in 2020?

Customers in the spotlight: How FinTech is reshaping banking

July 28, 2016

Competition between banks and new entrants may give way to direct cooperation across the FinTech ecosystem. Opportunities exist for partnership and cooperation that would leverage each other's strengths, whether in product design and development by the start-ups, or distribution and infrastructure capabilities by banks.

ETFs: A roadmap to growth

June 29, 2016

The global ETF (Exchange Traded Fund) industry continues to experience rapid change, presenting both opportunities and challenges.

The overhaul of lease accounting: Catalyst for change in corporate real estate

June 27, 2016

Active management of real estate assets is becoming a strategic imperative for users, and the newly established lease accounting standard is an incentive

Financial services technology 2020 and beyond

June 17, 2016

The financial services industry has seen drastic technology-led changes over the past few years and customers have had their expectations set by other industries.

Central Banking 2020: Ahead of the curve

June 14, 2016

The pressing questions facing central banks

Opportunities await: How InsurTech is reshaping insurance

June 12, 2016

Three in four insurance companies believe that some part of their business is at risk of disruption.

Women of the world

April 16, 2016

Aligning gender diversity and international mobility in Financial Services

Emerging Trends in Real Estate: The global outlook for 2016

March 15, 2016

The Emerging Trends in Real Estate® series of reports are produced annually by PwC and the Urban Land Institute following interviews and surveys with the most senior property professionals. They have become a key indicator of sentiment in their respective regions. We have drawn together those regional insights for this global report, highlighting the most relevant trends.

Payments in the Wild Tech World: Digitisation and changing customer expectations

March 10, 2016

Payments used to be one of the industries least vulnerable to disruption. In a FinTech flooded world, this is no longer the case.

Robo-advice

March 08, 2016

Robo advisors and digital solutions providing online portfolio management with minimal human intervention are challenging traditional advisors.

Marketplace lending

March 04, 2016

FinTech and other non-traditional credit providers disrupt the traditional banking landscape but all have an opportunity to create strategic partnerships.

Payments

March 04, 2016

Mobile and new technologies are fundamentally changing the payments landscape proving to be a disruptive force on incumbent financial institutions.

Sink or Swim: Why wealth management can’t afford to miss the digital wave

March 03, 2016

Wealth management stands today as one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries.

PwC Central Bank Forum 2015

February 24, 2016

The Forum's discussions were an opportunity for senior central bankers and PwC representatives to share ideas and learn from each other’s experience.

Billionaires: The changing faces of billionaires

December 15, 2015

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

Key tax issues at year end for real estate investors 2015/2016

December 14, 2015

The publication gives investors and fund managers an overview of year-end to-dos and important issues in real estate taxation in 34 tax systems worldwide.

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

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.

Choosing an investment vehicle: European Real Estate Fund Regimes - November 2016

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.

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.

Financial Services: 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.

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.

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?

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.

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.

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.

ETF 2020: Preparing for a new horizon

January 26, 2015

Exchange Traded Funds (ETFs) are no longer considered a niche product. New investor segments continue to integrate ETFs into their portfolios and fund sponsors continue to introduce new products.

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.

Project Blue - custom downloads

August 28, 2014

Capitalising on the rise and interconnectivity of the emerging markets. Download your customised report.

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.

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?

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.

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?

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.

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.

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?

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.

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.

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.

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

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?

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.

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.

Insurance Banana Skins 2013

July 10, 2013

PwC is proud to present the results from our biennial survey which examines risks facing the industry, and includes insights from over 660 insurers, regulators and close observers of the industry across 54 countries. 

Sink or swim: Why wealth management can't afford to miss the digital wave

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.

Insurance 2020: Unleashing the value from values. Five golden rules for a high performing culture in the insurance industry

June 06, 2013

In a period of unrelenting change, culture can be your greatest ally or your biggest enemy. How can you actively shape your culture and use it to your competitive advantage?

Seizing back the people agenda

April 09, 2013

As tough market conditions diminish the opportunities for short-term trading returns, successful firms will look at how to attract and nurture people with the mindset and ideas to develop lasting relationships, work within tougher risk and compliance demands and create value over the long-term.

Getting to grips with Pillar 3

December 14, 2012

We explore the strategic and practical issues facing insurers as they implement the Solvency II insurance reporting and disclosure requirements under Pillar 3.

Life and pensions: Competing for a future

November 01, 2012

PwC research explores the future of insurance. What are the forces set to shape it? What will the new marketplace look like? How can life and pensions thrive?

Insurance 2020: Turning change into opportunity

October 19, 2012

PwC's Future of Insurance explores both the key drivers of change for the insurance industry and their implications for the insurance business.

Pay: What motivates financial services executives? The psychology of incentives

September 24, 2012

This PwC report created in conjunction with the London School of Economics, examines the ways in which financial services company executives make decisions about pay.

Reinsurers confront a new reality

September 10, 2012

Are emerging markets the best bet for reinsurance companies? We tackle the questions around the generation of ongoing sustainable profits for reinsurance companies.

Insurance regulation goes beyond Solvency II

September 03, 2012

Watch video outlining how insurance regulators are actively working on a range of insurance directives in addition to Solvency II.

Structured finance: Securitisation after the credit crunch

June 28, 2012

Mention ‘securitisation’ and one may think of on-off balance sheet manipulation, Enron and Parmalat; others think of investment bankers, obscure language, high fees and toxic asset classes in the credit crunch.

Capitalising on the rise and interconnectivity of the emerging markets

June 19, 2012

The country perspectives for Brazil, China, Hong Kong, India, Middle East, Singapore and South Africa, of the latest global report within the Project blue framework, looks at how they can follow their clients into new markets and make the most of the commercial potential.

Structured finance: Securitisation working with originators

June 08, 2012

Whether you are securitising for the first time or are a repeat issuer, the PwC Structured Finance Group (SFG) can provide you with a range of services which are tailored to meet your specific needs and requirements, helping to make sure that your transaction runs smoothly and efficiently.

Structured finance: Securitisation new due diligence challenges

June 08, 2012

Most studies of the financial crisis and of the measures needed to restore investor confidence in the securitisation market indicate that enhanced disclosure of information and the ability of investors to analyse and understand risks in more detail are key issues.

Millennials at work: Reshaping the workplace in financial services

April 20, 2012

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.

Developing the investment strategies and operational capabilities that could help you to attract more business from insurers.

April 18, 2012

This PwC publication explain why insurers will want to rethink their investment strategies because of Solvency II, which will have a big impact on asset managers, a huge proportion of whose business comes from insurers.

Assessing the future trends for financial services

February 12, 2012

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.

Banking Banana Skins 2012 – take part in our survey

January 30, 2012

Every two years, PwC sponsors the Banking Banana Skins survey conducted by the Centre of the Study of Financial Innovation (CSFI) to understand the current risks in the banking industry.

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".