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In this first episode of PwC’s Financial Services audiocasts, Amy McAneny and Brian Rebhun discuss market trends impacting financial services. Hear their insights on how financial institutions are navigating market volatility, consolidation, and tax strategy. Explore how firms are evolving their operating models with the expansion into new asset classes, geographies and retail and insurance channels and accessing capital via GP stakes — all while preparing for potential tax policy changes.
Key takeaways
- Tax Policy uncertainty is impacting capital planning and deal timing.
- M&A and consolidation are accelerating, especially in private credit and infrastructure.
- Retail distribution and insurance capital are top priorities for growth.
- Operating model strategy (in-sourcing, outsourcing, AI) is essential post-M&A.
- GP stakes transactions are a preferred capital strategy, with major tax implications.
- Early tax planning is critical to execute transactions and product rollouts effectively.
Segmented topics with timestamps:
- 00:10 – Series introduction and market outlook
- 01:10 – Legislative changes in tax policy
- 02:22 – M&A trends and strategic partnerships
- 03:21 – Retail and institutional product focus
- 04:31 – Operating model transformation
- 06:57 – Capital solutions: IPOs vs. GP stakes
- 10:07 – Final thoughts: Preparedness drives success
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