Research and insights
Browse our financial services insights
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.
Opportunities await: How InsurTech is reshaping insurance
June 12, 2016
74% Three in four insurance companies believe that some part of their business is at risk of disruption
Women of the world: Aligning gender diversity and international mobility in Financial Services
April 16, 2016
Why mobility matters to women in financial services and how to make opportunities more inclusive.
March 08, 2016
Robo advisors and digital solutions providing online portfolio management with minimal human intervention are challenging traditional advisors.
March 04, 2016
FinTech and other non-traditional credit providers disrupt the traditional banking landscape but all have an opportunity to create strategic partnerships.
March 04, 2016
Mobile and new technologies are fundamentally changing the payments landscape proving to be a disruptive force on incumbent financial institutions.
Blurred lines: How FinTech is shaping financial services
March 03, 2016
We estimate within the next 3-5 years, cumulative investment in FinTech globally could well exceed $150bn.
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.
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 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.
December 08, 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.
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
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.
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.
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...
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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:
July 09, 2014
PwC is the Principal Sponsor of RiskMinds 2014, the world’s largest and most prestigious risk management conference.
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?
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?
Including updates on crowd funding and G20 summits
April 15, 2014
Crowding out supply-side constraints to investment; G20 summits: do markets care?
Including updates on the Single Resolution Mechanism and FX market investigations
April 03, 2014
Political agreement on SRM; F(i)X market investigations
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.
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?
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.
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?
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.
Including updates on crowdfunding and MiFID II
October 28, 2013
Regulating Crowdfunding; MiFID II on the horizon: a tectonic shift
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
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.
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
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
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
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
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.
The Future of Insurance Reporting
June 20, 2013
This PwC webcast explains why the re-exposure of the insurance contracts standard, recently issued by the IASB, will fundamentally change the accounting by insurers and other entities that issue insurance contracts.
Including updates on pending EU reforms, CRD IV and credit rating agencies
June 10, 2013
Next stop, Vilnius: what FS reforms are coming down the tracks in Europe; Are you still relying on credit ratings?; It’s raining RTSs
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?
Including updates on MiFID, retail bank accounts and valuing CIS
May 20, 2013
Black smoke on MiFID II; Moving towards a single retail bank account market in Europe; Effectively valuing Collective Investment Schemes
Including updates on CRD IV, financial transaction tax and resolution plans
May 13, 2013
Staying on top of hot topics: FTT and CRD IV; Managing intraday liquidity; Europe and the US lag behind others in Basel III implementation; The long road to resolution
April 30, 2013
This PwC Real Estate Tax Services NewsAlert discusses the implications of Poland's being among the first countries to implement a corporate income tax exemption for EU/EEA-based investment funds.
Including updates on global systemically important insurers and money market funds
April 22, 2013
Stick to the knitting: systemically important insurers; Wide deviation in supervising MMFs; Clouds still hang over the EU financial system
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.
Including updates on the new UK supervisory structure, AIFMD and CRD IV
April 08, 2013
FSA makes way for ‘twin peaks’ model; Some much-needed clarity provided on AIFMD; Get ready for CRD IV
Including updates on the regulation of non-bank activities and risk management at insurers
March 18, 2013
Beyond traditional banking; Insuring against the low interest rate environment
Including updates on Bankers’ bonuses, the progression of regulatory reforms and MMFs
March 04, 2013
Bankers’ bonuses capped under CRD IV; The progress of financial regulatory reforms; Preparing liquidity standards under CRR; ESRB makes recommendations on MMFs; ESMA recommends EU Code of Conduct for proxy advisor industry
Including updates on the Single Supervisory Mechanism, Client Money and RWAs
February 18, 2013
Making good on SSM; Filling in the gaps: EC propose new anti-money laundering rules; Protecting client money; Variation in Risk Weight Assets
February 04, 2013
FTT clears first negotiation hurdle; IOSCO finalises global suitability and disclosure principles for intermediaries; State of the financial system: On the front foot
Special edition: Regulating Benchmarks
January 21, 2013
Special edition: Regulating benchmarks- fall-out from the LIBOR and EURIBOR scandal continues
Special edition on the Liquidity Coverage Ratio
January 14, 2013
Special issue: Regulators fine-tune LCR to keep credit flowing
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.
Opportunities await: How InsurTech is reshaping insurance
June 12, 2016
74% Three in four insurance companies believe that some part of their business is at risk of disruption
Women of the world: Aligning gender diversity and international mobility in Financial Services
April 16, 2016
Why mobility matters to women in financial services and how to make opportunities more inclusive.
March 08, 2016
Robo advisors and digital solutions providing online portfolio management with minimal human intervention are challenging traditional advisors.
March 04, 2016
FinTech and other non-traditional credit providers disrupt the traditional banking landscape but all have an opportunity to create strategic partnerships.
March 04, 2016
Mobile and new technologies are fundamentally changing the payments landscape proving to be a disruptive force on incumbent financial institutions.
Blurred lines: How FinTech is shaping financial services
March 03, 2016
We estimate within the next 3-5 years, cumulative investment in FinTech globally could well exceed $150bn.
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.
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 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.
December 08, 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.
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
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.
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.
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...
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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:
July 09, 2014
PwC is the Principal Sponsor of RiskMinds 2014, the world’s largest and most prestigious risk management conference.
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?
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?
Including updates on crowd funding and G20 summits
April 15, 2014
Crowding out supply-side constraints to investment; G20 summits: do markets care?
Including updates on the Single Resolution Mechanism and FX market investigations
April 03, 2014
Political agreement on SRM; F(i)X market investigations
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.
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?
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.
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?
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.
Including updates on crowdfunding and MiFID II
October 28, 2013
Regulating Crowdfunding; MiFID II on the horizon: a tectonic shift
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
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.
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
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
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
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
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.
The Future of Insurance Reporting
June 20, 2013
This PwC webcast explains why the re-exposure of the insurance contracts standard, recently issued by the IASB, will fundamentally change the accounting by insurers and other entities that issue insurance contracts.
Including updates on pending EU reforms, CRD IV and credit rating agencies
June 10, 2013
Next stop, Vilnius: what FS reforms are coming down the tracks in Europe; Are you still relying on credit ratings?; It’s raining RTSs
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?
Including updates on MiFID, retail bank accounts and valuing CIS
May 20, 2013
Black smoke on MiFID II; Moving towards a single retail bank account market in Europe; Effectively valuing Collective Investment Schemes
Including updates on CRD IV, financial transaction tax and resolution plans
May 13, 2013
Staying on top of hot topics: FTT and CRD IV; Managing intraday liquidity; Europe and the US lag behind others in Basel III implementation; The long road to resolution
April 30, 2013
This PwC Real Estate Tax Services NewsAlert discusses the implications of Poland's being among the first countries to implement a corporate income tax exemption for EU/EEA-based investment funds.
Including updates on global systemically important insurers and money market funds
April 22, 2013
Stick to the knitting: systemically important insurers; Wide deviation in supervising MMFs; Clouds still hang over the EU financial system
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.
Including updates on the new UK supervisory structure, AIFMD and CRD IV
April 08, 2013
FSA makes way for ‘twin peaks’ model; Some much-needed clarity provided on AIFMD; Get ready for CRD IV
Including updates on the regulation of non-bank activities and risk management at insurers
March 18, 2013
Beyond traditional banking; Insuring against the low interest rate environment
Including updates on Bankers’ bonuses, the progression of regulatory reforms and MMFs
March 04, 2013
Bankers’ bonuses capped under CRD IV; The progress of financial regulatory reforms; Preparing liquidity standards under CRR; ESRB makes recommendations on MMFs; ESMA recommends EU Code of Conduct for proxy advisor industry
Including updates on the Single Supervisory Mechanism, Client Money and RWAs
February 18, 2013
Making good on SSM; Filling in the gaps: EC propose new anti-money laundering rules; Protecting client money; Variation in Risk Weight Assets
February 04, 2013
FTT clears first negotiation hurdle; IOSCO finalises global suitability and disclosure principles for intermediaries; State of the financial system: On the front foot
Special edition: Regulating Benchmarks
January 21, 2013
Special edition: Regulating benchmarks- fall-out from the LIBOR and EURIBOR scandal continues
Special edition on the Liquidity Coverage Ratio
January 14, 2013
Special issue: Regulators fine-tune LCR to keep credit flowing
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".
