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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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:
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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:
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?
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.
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.
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.
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.
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".
