Overview

We help you stay focused on what’s most important — transforming, growing and delivering value — while also navigating risk and managing disruption. To address this delicate balance of issues, our team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across banking and capital markets, insurance, and wealth and asset management. The results are seamless collaboration, innovative problem solving, breakthrough performance gains and sustainable value creation.

1. Banking & Capital Markets

The bank of the future will integrate disruptive technologies with an ecosystem of partners to transform their business and achieve growth.

Disruption is creating opportunities and challenges for global banks. While the risk and regulatory protection agenda remains a major focus, banks must also address financial performance and heightened customer and investor expectations, as they reshape and optimize operational and business models to deliver sustainable returns. Innovation and business-led transformation will be critical for future growth. To remain competitive and relevant, every bank must embrace disruption and strategically build a better ecosystem — not a bigger bank.

Our team of industry-focused assurance, tax, transaction and advisory professionals integrates sector knowledge and technical experience. We work with clients to navigate digital innovation, new business models and ecosystem partnerships, helping banks become the nimble, responsive organizations that customers demand.

2. Insurance

We help insurers navigate disruption, manage regulatory change and integrate technology to transform and achieve growth.

All sectors face challenges. But, in insurance, the list is especially long. Profound regulatory change. Unprecedented opportunity in emerging markets. Lingering economic uncertainty. Technology-driven disruptions. Rising consumer expectations. Intense cost and competitive pressures. Through our services, we can help you address these issues — and embrace innovation and transformation to improve performance and drive long-term growth.

Our team of professionals combines industry knowledge and technical experience to help with your most pressing issues. Whether through our tax and audit advice or our innovative advisory services, we help insurers explore M&A strategies, adopt new business models, develop new products, embrace technology, optimize customer experience and address shifting workforces.

3. Private Equity

Private equity firms, portfolio companies and investment funds face complex challenges. They are under pressure to deploy capital amid geopolitical uncertainty, increased competition, higher valuations and rising stakeholder expectations. Successful deals depend on the ability to move faster, drive rapid and strategic growth, and create greater value throughout the transaction lifecycle.

Our network helps source deal opportunities and combines sector insights with proven, innovative strategies that have guided the world’s fastest-growing companies. Our clients discover powerful new ways to create unexpected paths to value, generating economic benefits for both investors and society. That’s the power of positive equity.

4. Wealth & Asset Management

We help you re-think everything from pricing and operating models to coo petition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it.

It is not enough to have a digital strategy. Financial institutions need to have a business strategy focused on thriving in a fully digital world. Innovation helps that strategy come to life by empowering organizations to strategically adopt disruptive technologies, such as artificial intelligence (AI), advanced analytics, robotics, cloud and blockchain, and enable new services and capabilities.

Advisory

Our wide range of advisory service capabilities and deep financial services industry knowledge helps banks and financial institutions retain the confidence of investors, continuously improve their performance, effectively and proactively manage change and mitigate risk.

Assurance

Strong independent assurance provides critical information for investors and other stakeholders, a robust and clear perspective to audit committees and timely and constructive input to management.

Our assurance professionals conduct an independent audit of a company’s financial statements following the appropriate accounting standards.

Transaction Advisory services

We work with you to evaluate opportunities, make your transactions more efficient and achieve your strategic goals. Whatever the size, nature or location of your company — and your deals — we can play a critical role throughout the deal lifecycle.

Let us help you determine the true value of an asset, set up the right business and execute the deal. We combine proven practices and consistent methodologies with fresh thinking, giving you the advice you need to make informed decisions, mitigate risk and achieve a successful outcome.

We work with:

1. Restructuring.
2. Transaction integration.
3. Valuation and business modeling.
4. Divestments carve-outs.
5. Economic advisory.
6. Mergers and acquisitions (M&A) lead advisory.
7. Private capital.
8. Project finance.
9. Operational efficiency.
10. Exit readiness and IPO.
11. Business process automation.
12. Advanced Analytics.
13. Blockchain.
14. Cybersecurity.
15. IFRS 17 implementation (Insurance firms).
16. Finance, risk and actuarial change.