Asset & Wealth Management

What is the appropriate future strategy for your organisation?

The asset management industry stands on the edge of a number of fundamental shifts that will shape its future. With the global financial crisis barely behind them, most asset managers have afforded themselves little time to bring the future into focus. Yet the way in which many of them will operate in 2020 will be significantly different compared to today.

This financial sector is rapidly evolving. Within asset management, there are many developments that affect the entire chain in the industry. Important developments include the increased regulation pressure in Europe (AIFMD and EMIR) and the US (Dodd-Frank), but also such things as the higher risk aversion of investors, new distribution channels and the increasingly important need to protect your reputation. Such developments present you with both opportunities and hazards, but they mean, in particular, that you cannot just rest on your laurels. PwC is eager to work with you as a sparring partner in these turbulent times. We will perform this role by actively entering into discussions with you, challenging you and informing you about the latest trends.

Current issues

  • What are the consequences of the Alternative Investment Fund Managers Directive (AIFMD)?
  • What does FATCA mean for your enterprise?
  • Does the US Dodd-Frank Act make SEC registration a requirement for you?
  • What changes impact on your use of “Over-the-counter” (OTC) derivatives?
  • Is a Pension Premium Institution (PPI) an option for you?

What can you expect from PwC?

As a sparring partner for strategic choices, we offer:

  • Views on new legislation and reporting standards, as well as their application;
  • "Thought leadership" publications on new laws and regulations (AIFMD, Dodd-Frank, EMIR, IFRS, FATCA);
  • Support concerning organisational, tax-legal and financial-administrative issues;
  • Extremely effective and efficient audits.
  • Assistance in establishing an efficient and effective organisation;
  • Pragmatic approach;
  • Establishment of long-term relationships.

Asset and Wealth Management Revolution Report 2019

Investor perspectives - Rethinking purpose and performance

In asset and wealth management (AWM), investors are now thinking in new ways about how their capital is handled. They’re embracing digital technology, changing the way they interact with AWM firms. They’re more and more interested in social responsibility and other non-financial aspects of investing.

To determine what investors care about most and how satisfied they are with asset managers’ performance, we have conducted a global survey. We then created an Investor Alignment Index that measures the gap between how satisfied investors are with asset managers’ performance in each area compared with how important that area is to them.

In this report, we’ll explain our findings and offer advice on what AWM firms can do to seize the opportunities and address the challenges identified.

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Contact us

Patrick Heisen

Partner, PwC Netherlands

Tel: +31 (0)88 792 59 70

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