Advisory Services

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Advisory for Financial Services

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 managementbanking & capital marketsinsurance and private equity, we provide integrated advisory, assurancetax, 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

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

Performance Improvement

  • Vision: Performance Improvement aspires to be a market leading transformational practice, with the ability to serve our clients in the Finance, Operations, Customer and IT Advisory space
  • Positioning: We help companies to transform their business
  • Approach: We are client centric and issues driven.
  • Strategic differentiation :
    • Depth and breadth of financial services expertise
    • Ability to solve big, complex business issues that require a breath of technical and advisory skills
    • Cross-border execution capability

We focus on the following services by sector:

 

Banking & Capital Markets

Asset Management

Insurance

Customer
  • Private clients’ “On shoring” strategy definition and implementation
  • Distribution platforms realignment: Global Fund Distribution Services
  • Customer Relationship Management
Finance
  • Capital & Liquidity Management optimization
  • Management information/client reporting
 
Operations
  • Banking platform change
  • FATCA/MiFID/EMIR implementation: including advanced outsourcing services
  • New operating models definition
  • Tax reporting services
  • FATCA/MiFID/EMIR implementation: including advanced outsourcing services
  • Outsourcing/operational efficiency/Target Operating Model
  • Fund registration services
  • FATCA
IT Advisory Services
  • Platform change in private banking
  • Data agenda
  • Data architecture/management
  • Fund accounting systems
  • Portfolio management systems
  • CRM system implementation

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
morning dew on foliage

Business risks fuse with IT risks

Managing IT risks today is more about managing business risks as a whole. What can you do to help minimize IT risks?