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Financial Services Advisory

Financial Services: Bringing the broader perspective

The financial services industry deserves an integrated approach to managing its uncertainties and opportunities.

Our reputation is built on assembling multi-disciplinary teams from around the world to deliver a global perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services.

We provide all of our Advisory services in the areas of Performance ImprovementRisk and IT to financial services organizations, and in addition we also have some specialist services:

Financial Services Risk Management

As a leading provider of integrated risk management and regulatory advisory services to the banking and capital markets, insurance, asset management, energy and corporate treasury sectors, we can help you tackle the numerous challenges of risk management.

Our areas of focus include the following services:

  • Anti-money laundering
  • Enterprise risk management and governance
  • Regulatory and compliance risk
  • Market risk and quantitative advisory services
  • Credit risk
  • Operational risk
  • Liquidity risk
  • Economic capital and risk-adjusted performance management
  • Corporate treasury services
  • Technology

Actuarial Services

New markets explode into major growth opportunities. Competitors emerge from nations on the other side of the world. Decisions are made more quickly and frequently than ever before. There is no time to lose.

We combine global insight and local reach to assist financial services and insurance clients in developing and validating strategies to make sound decisions. The outcome of this collaboration is important to the success of your enterprise.

Our areas of focus include the following services:

  • Actuarial transformation
  • Actuarial review
  • Actuarial operations
  • Changes to financial reporting methods
  • Performance improvement
  • Transaction support

Contact us

Paul Battista    Paul Battista
Financial Services Advisory
416 943 3820
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