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Asset and wealth management services

Unlocking insights to power you forward

Raise your expectations about what your business can achieve

For decades, asset and wealth management clients have relied on PwC to help shape their businesses. Our continued investments in people, processes and technology are enabling us to reshape our clients’ futures, allowing you to move with confidence, raise expectations and outpace change. 

With shifting expectations, disappearing boundaries and new opportunities, you need to be smarter and more dynamic. We apply expertise, a proven agile approach and the combination of future-forward technology and human experience to solving your most important problems. We keep you ahead of the competition—helping you see what others don’t. Our vision not only uncovers insights, but translates them into action that steers you in the right direction. The result? Big thinking. Bold moves. Better results. 

The future tax operating model: 100% digital

Helping your organization outpace change by anticipating future trends and transforming your business through digital tax solutions


Powering your business forward with an innovative solution that allows you to move faster and reduce overall costs by streamlining the end to end tax compliance function. Simultaneously giving you increased quality of reporting and consolidated strategic insights across your products and business to outpace the competition.

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Unlocking insights in the mutual fund space, companies must decide whether to operate as a scale player or a niche one. With culture in the industry changing, the opportunity for new talent emerges as current teams learn to digitally upskill. It’s time to double down on tax technologies that enhance the investment process and reshape your future.

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Real estate

With our tech at your side, you’re equipped to face demands from a globalized investor base and the competitive deal opportunity landscape. These challenges, coupled with the fast changing tax regulatory system, requires creative changes to existing operating models. Tax functions of the future rely on digital innovation and deep industry knowledge to deliver noteworthy insights and enhanced reporting in all phases of the real estate life cycle.

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Bernadette Geis

Bernadette Geis

Asset and Wealth Management Trust Solutions Leader, PwC US

Roland  Kastoun

Roland Kastoun

Partner, PwC US

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