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2009 Global Private Banking and Wealth Management Survey launch event
On Tuesday, June 30, 2009 PricewaterhouseCoopers held a launch event in New York to share the results of our 2009 Global Private Banking and Wealth Management Survey with clients and colleagues. Attached below are the materials referenced at that event. If you have any questions, or would like to discuss the survey results further, please contact any of the representatives listed below, or your local PricewaterhouseCoopers contact.- Slides presented at June 30 Forum
- Survey report
- Related publications
- Press release and CNBC coverage
- Contacts
Download the survey launch event slides
www.pwc.com/fsri
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Stabilizing and reviving the financial system With the release of the stress test results for the 19 largest US financial institutions, the recent establishment of bad banks in countries such as Germany and Ireland and the continued evolution of government policies across the globe, it is an opportune time to explore lessons learned from resolving past crises and consider proven approaches and, where appropriate, new ideas going forward to address the troubled asset problem. |
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Boston, Bangalore, Beijing, Budapest, or Buffalo Changing market conditions are shifting the preference for and suitability of sourcing locations. The U.S. is at its most favorable as a strategic destination, particularly for financial services institutions. |
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The time is right for hedge funds to reconsider their options for fund administration services Hedge funds and other alternative investments companies are fighting for survival in the face of unprecedented market turmoil. New requirements being imposed on hedge funds distract from focus on core competencies. Many are pushing required infrastructure capabilities out to third party administrators. This document provides our point of view and a framework for response. |
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The custody business at a crossroads: Critical choices in a turbulent marketplace The face of the custody business has changed as much as any other area of financial services over the last 10 years. In this context, custody providers face critical business decisions regarding business strategy and investment. The document provides our point of view and a framework for response. |
www.pwc.com/aml
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Maintaining your anti-money laundering compliance programs in a cost-cutting environment As your institution comes under more pressure to contain costs and limit expenses, it may look to cut AML program budgets and staffing levels. There are meaningful steps an institution can take to address AML efficiencies, risks, and other concerns in a cost-cutting environment.. |
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Monitoring customer activity for money laundering and terrorist financing is one of the most daunting compliance challenges for financial institutions. |
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Building sustainable efficiencies: Leveraging anti-money laundering investments This viewpoint discusses how institutions can reframe AML by championing the effective transfer of knowledge through energized approaches to their people, processes and philosophies |
www.pwc.com/regulatory
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FS regulatory briefs These briefs provide a timely analysis of recent regulatory changes. This edition covers The SEC adopts indexed annuity governance rule.. |
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Hedge fund regulation: How should alternative investment firms prepare for regulatory change? Reform of the financial markets architecture is clearly on the horizon. What will the new regulatory environment mean for hedge funds and other alternative investment managers, and how should managers begin preparing for the inevitable changes? |
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Options remain open for federal insurance regulation There has been recurring support both in the US Congress and Treasury for an Optional Federal Charter (OFC), which would create a single federal insurance regulator as an alternative to the current state regulatory system. Barbara Law reviews the arguments for and against an OFC, provides updates on the status of the debate, and shares insight into what the future may hold. |
www.pwc.com/us/banking
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Prime broker assurance: Responding to market changes and pressures for increased transparency and risk management Increased market competition and client focus on risk management may require Prime Brokers to rethink how they provide assurance over their internal controls. Prime Brokers who are currently able to respond to requests for greater transparency will be in a position to differentiate and position themselves in the changing market landscape as a service provider able to meet the demands of their clients. |
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Exchange and E-Trading system outages: How to successfully manage this risk Today's trading environments are seeing large swings in market volatility and the accompanying trading volume. These changes present a challenge to organization's in ensuring their systems and related processes are both stable and resilient to handle the increasing demands placed on them and in those situations where an incident or outage may occur, and how the organization can effectively handles and respond such incidents. This document provides some examples of where problems can occur and how some organizations have built controls to mitigate such occurrences. |
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Financial crisis of 2008: Navigating and mitigating risks Over the past year the financial markets have experienced unprecedented turmoil, uncertainty and change. What initially began as a decline in homes values and illiquidity in the subprime mortgage market, has now evolved into a broader capital markets crisis having far reaching global ramifications. |
www.pwc.com/us/im
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PwC alternatives: Volume 4 no. 1 This issue includes the following: Accounting, financial reporting, and risk management issues associated with hedge fund restructuring; Partnership deferred compensation and carried interests; Understanding the essential concepts of business continuity and disaster recovery planning; Ireland emerging as an onshore investment platform; and Foreign investment funds investing in Russian assets regulatory and tax framework. |
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Investment management & real estate perspectives This publication examines trends and issues impacting the asset management industry -- and features interviews with Darrell Crate of AMG, Mohamed El-Erian of PIMCO, Mark Fetting of Legg Mason, Howard Marks of Oaktree Capital Management, and Bob Pozen of MFS. |
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Executive Oversight: Meeting governance and oversight challenges in a difficult economy This paper highlights the areas that we believe merit more attention from investment managers, given the realities of today's economic environment. |
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Investment company pricing and valuation: A focus on management responsibility and board oversight An update of our guide originally issued in 2000. The purpose of this guide is to help management of investment companies and their boards meet the increasing challenge of portfolio securities valuation. |
www.pwc.com/us/insurance
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The Chinese insurance market: Is this the last, best chance for multinational insurers? While multinational insurers still face challenges in China, the next five years offer them what is perhaps the last, best chance to build and/or solidify their presence there. |
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Continuing developments in the taxation of insurance companies 2008: The year in review The monograph is an overview of developments affecting the taxation of insurance companies in 2008, including life & health and property & casualty. |
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Top nine insurance industry issues in 2009 Insurers are faced with the most challenging economic environment in decades. As the economic crisis persists, they are seeking ways to maintain adequate capital, manage risks, retain business and contain costs. 2009 is perhaps the critical year in the current crisis, and how insurers manage uncertainty and change this year likely will determine their long-term success. PwC's report identifies nine significant issues that will help shape the insurance industry in 2009, and describes their implications. |
Steve Crosby, Managing Director with PricewaterhouseCoopers' Asset Management Advisory Practice, was invited to appear on CNBC's Squawk Box on Monday, June 29, 2009 to discuss the future of wealth management. Click here to view a replay of that broadcast..
Click here to read the press release.
| Steve Crosby Phone: +1 (646) 471 4875 | John Garvey Phone: +1 (646) 471 2422 | Gary Meltzer Phone: +1 (646) 471 8763 |