Financial Services

With our experience, specialist expertise and long-standing knowledge of your industry, we can offer you support and sector-specific advice.

See more. Understand more.

Because of the profound changes in the financial sector environment, the rules of competition have been fundamentally redefined. We can help you to identify and understand these changes and realign your business accordingly. Thus, together we can continue the success story of Swiss financial services.

 

Our latest insights

FS Talk

The FS-Talk is a regular series of videos commenting on current trends and topics. There will be a new edition every 2-3 months.

In the latest episode Dieter Wirth, Head Financial Services, speaks with  Marcel Tschanz, Leader Wealth Management Consulting, and Marcel Widrig, Leader Private Clients of the future of wealth management.

 

The finance function of the future: Use IFRS 17 to build your competitive advantage

The finance function of the future: Use IFRS 17 to build your competitive advantage

Imagine a future in which finance can monitor business performance in real time and provide results to stakeholders where and when they need them. Imagine it can close the books in two days and fully explain what drove the results. And that it can identify profitable customer segments and guide sales to those customers, or scan the horizon, preparing contingency plans to address the impact of things like market volatility. In essence, imagine the business benefits of having a finance function that provides timely, actionable insight and is a key partner to strategic decision making.

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Three simple ideas can take the panic out of your prep for IFRS 17

Three simple ideas can take the panic out of your prep for IFRS 17

Insurance companies have less than three years to adopt the International Financial Reporting Standard issued in May 2017 (IFRS 17), and many executives are struggling to get their hands around the technical and operational challenges they’re facing. The changes IFRS 17 imposes are so fundamental and sweeping that some leaders might be worried they won’t have time to make the necessary adjustments.

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Is the insurance industry ready for the ePrivacy Regulation?

Is the insurance industry ready for the ePrivacy Regulation?

The European Commission is finalising the ePrivacy Regulation (ePR)1, which may become effective by the end of 2018. The ePrivacy Regu­lation, which protects the right to respect for private life and communications, is one of the key pillars of the EU’s Digital Single Market Strategy. This new regulation is designed to be ‘future proof’: all existing and future communica­tion technologies are and will be subject to it. Although many insurance companies are already changing their digital strategies, the ePR will have a disruptive effect on the industry.

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New updates on the safe-keeping duties for depositaries of Alternative Investment Funds

New updates on the safe-keeping duties for depositaries of Alternative Investment Funds

The European Commission has published a draft delegated regulation proposing to amend the Delegated Regulation (EU) No 231/2013 to the Alternative Investment Fund Managers Directive (AIFMD) as regards safe-keeping duties of depositaries for Alternative Investment Funds (AIFs). The newly proposed obligations would address depositaries and custodians further clarifying on their duties and ensuring harmonised protection of their clients' assets at EU level.

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Contact

Patrick Mäder

Partner and Financial Services Europe Leader, PwC Europe, Zürich, PwC Switzerland

+41 58 792 45 90

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