Your strategic advisor for excellence
Private wealth
One-stop shop​
​We are the strategic advisor for excellence (SAFE) for your private wealth needs.
​For private banks, we mirror the life cycle of your client in your organisation and for family offices, we mirror the journey from set up to sustenance, to provide customised support that aligns with your needs. Our multidisciplinary and dedicated team offers tailored one-stop-shop solutions for private banks, ultra-high net worth individuals (UHNWIs), family offices and their support system.​
Focus on building your business and legacy, leave the rest to us.
How PwC can assist you at every stage of your journey​
Wherever you are in your journey, we can be your SAFE. We understand what each step of the journey requires and can provide you with customised services that best fits your business needs.
Select the relevant tile to explore our range of tailorable services for private banks and family offices.
Private bank
Family office
How PwC can help private banks
Select an area of interest to learn more:
Business strategy
- Client segmentation and value propositions​
- Fit for growth​
- Front office transformation​
- Markets and channels strategy​
- Regulatory considerations for market entry​
- Sustainability considerations
Client acquisition and onboarding
- AML/ KYC screening and monitoring​
- Client experience​
- Policies and processes​
- Risk identification and profiling
Client enablement and servicing
- Climate related investment analysis
- Customer relationship management (CRM)​
- Digital advisory​
- Global Investor Programme (GIP)
- Structuring and family office set up
- Succession and estate planning​
- Third party risk management​
Business support
- Change management​
- Middle and back-office transformation​
- Operating model transformation​
- Risk management
- Workforce transformation​​
Risk and regulatory compliance
- Consolidated investment and performance reporting​​
- Data privacy and cybersecurity​​​
- Internal audit​​
- Key obligation register​​
- Regulatory reporting (RegTech)​​​
- Sustainability reporting​​
Innovation and digital transformation
- Core banking and platforms enhancements​
- Partnerships​
- Use of data, cloud and artificial intelligence (AI)
How PwC can help your family office
Select an area of interest to learn more:
Design and set-up
- Global Investor Program (GIP)​
- Immigration and mobility planning
- Legacy planning​
- Legal opinion for licensing exemption
- Obtaining section 13O and 13U tax incentives
- Screening services for tax incentives​
- Structuring​ and tax advisory
Operations, maintenance and controls
- Corporate secretarial support​​
- Fund administration​​
- Human resource operations​
- Internal controls and risk management​
- Legal documentation
Reporting and compliance
- Audit service​
- Investment and performance reporting​
- Regulatory reporting to respective authorities
- Tax compliance​
Evaluation and adjustments
- Health checks and gap analysis​
- Technology and cyber security​
Our team
Anuj Kagalwala
Jovi Seet
Colin Ong