Asset management

The asset management industry faces challenging markets, new regulatory reform measures, and competition for clients and talent – all against a backdrop of heightened expectations from investors, regulators, industry partners and other stakeholders. Find out how a PwC team can help you face your firm's challenges.

Asset Management 2020

The asset management industry stands on the edge of a number of fundamental shifts. PwC highlights a series of predictions—or game changers—for 2020, helping asset management industry participants prepare their operating models, people and processes for the changes that lie ahead.

Learn more about the industry game changers and how PwC can help asset managers plan for the future.

Tax operational risk

There’s more pressure on tax functions to stay compliant and manage risk, typically with fewer resources—leaving little time for tax to focus on strategic planning. The tax function is a vital business asset with an incredible amount of data that is often under-used.

Find out how PwC can help redesign, redefine and redeploy your tax function into a strategic business asset.

Exchange-traded funds

Exchange-traded funds are growing at remarkable rates worldwide, making them an important strategic consideration for all asset managers. As firms look to expand their ETF product offerings globally, asset managers and intermediaries need strategies to address changes across the competitive landscape.

Read more about the next phase of growth for ETFs and how PwC can help position your firm for success in this area.

The real estate life cycle

The real estate lifecycle encompasses every phase of real estate investment ownership—starting with strategic planning and extending to deals, capital formation and business plan execution, culminating in an exit strategy.

Find out how PwC’s global team of multidisciplinary professionals can advise you on every step of the real estate life cycle.

Emerging technology themes

Technological change has forced the asset management industry to change its business model. While some firms are challenged by this gamechanger, PwC’s approach considers the potential impact across several different dimensions—such as customer engagement, digitization, cybersecurity and disruption.

Explore current technology themes and how PwC’s approach can help asset managers better adapt to these changes.

Benchmarking insights

To help asset managers navigate an evolving landscape, we’ve launched Benchmarking insights: PwC’s asset management perspectives and analysis. These tools enable firms to benchmark themselves against the entire asset management industry.

Learn more about how Pwc’s new Benchmarking Insights may help your firm improve operational efficiency.


Asset management firms face numerous challenges stemming from the need to manage and implement changes driven by new regulation and strategic risk management objectives.

Find out how PwC’s deep team of financial regulatory experts can help your firm approach new and evolving demands in this area.


How PwC can help

Our Asset Management partners and staff can assist in meeting these key industry challenges. Contact our leaders to learn more.

Gary Meltzer
US Asset Management Leader
Tel: +1 (646) 471 8763
Bernadette Geis
US Asset Management Assurance Leader
Tel: +1 (617) 530 5069
Julien Courbe
US Asset Management Advisory Leader
Tel: +1 (646) 471 4771
Thomas J. Holly
US Asset Management Tax Leader
Tel: +1 (703) 918 3085

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