PwC offers the US asset management industry globally integrated assurance, tax consulting and transaction services, research and analysis.
The critical issues asset and wealth managers face today are affecting their entire business. The industry continues to address regulatory reform, financial reporting requirements, implementation of cost effective technologies, talent acquisition and increasing demands from stakeholders. These challenges are forcing asset and wealth managers to rethink business strategies.
Our professionals assist with many of today's largest, most challenging issues impacting the asset and wealth management industry.
There’s great confidence in the asset and wealth management (AWM) industry, but also acknowledgement that times are changing. While CEOs are optimistic about growth, they’re aware that they face challenges, although perhaps not the full extent of them.
How can you use data and technology to drive your digital wealth management strategy and engage with your clients?
While the deal market is moving in the right direction at the end of 2017, there is nothing to be excited about. But, looking deeper into the types of transactions which occurred there is reason for optimism.
With the number and variety of ETFs rapidly increasing, and total assets under management at an all-time high, ETFs have earned an extra level of scrutiny from regulators globally.
Thomas J. Holly
Asset and Wealth Management Leader, PwC US
Tel: +1 (410) 215 0627
Email
Bernadette Geis
Asset and Wealth Management Assurance Leader, PwC US
Tel: +1 (617) 530 5069
Email
Michael VanDemark
Asset and Wealth Management Advisory Leader, PwC US
Tel: +1 (646) 471-8859
Email
Brian Rebhun
Principal
Tel: +1 (646) 471 4024
Email
Alison Gilmore
Asset and Wealth Management Marketing Leader, PwC US
Tel: +1 (646) 471 0588
Email
