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.

Insights and publications

The power to perform: human capital 2020 and beyond

The power to perform: human capital 2020 and beyond

In the face rapidly shifting customer expectations, technological disruption and regulatory developments, the question is no longer whether financial services (FS) is being transformed, but how quickly, how to keep pace, and how to deliver strong business results in this new environment.

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Beyond automated advice: How FinTech is shaping asset management

Beyond automated advice: How FinTech is shaping asset management

All financial sector survey participants viewed asset and wealth management as the third most likely sector to be disrupted. From a wider perspective, customer banking and fund transfer & payments industries offer palpable examples of how FinTechs are changing the financial sector with new offerings.

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MiFIDII - Suitability & appropriateness, Practical guidelines for investment services

MiFIDII - Suitability & appropriateness, Practical guidelines for investment services

In recent months there have been numerous publications about MiFID II, the new regulatory framework for investment firms. However, a publication that dives deep into the practical consequences of this new framework did not yet exist. Ronald Janssen (Ortec Finance), Arthur Kilian (PwC) and Tom Loonen (VU) have now written a whitepaper with guidelines that will fill this gap.

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Contact us

Patrick Heisen
Partner, PwC Netherlands
Tel: +31 (0)88 792 59 70
Email

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