Financial Services

Deloitte’s financial services industry specialists provide comprehensive, integrated solutions to the banking, insurance and investment management sectors. Our breadth of services and industry knowledge allow us to understand each client’s unique business needs.

Perspectives

Fourth Global IFRS Banking Survey

Building on the last three surveys, this edition includes contributions from 54 of the world’s major banking groups and global systemically important financial institutions (G-SIFIs). 

Perspectives

Elements for successful growth in financial services

This survey of 200 financial services executives from around the world revealed that after a turbulent and defensive period, financial services companies are starting to refocus on growth. Firms will need the right balance of elements: Getting fit, managing, controlling and staffing for growth. 

Insights

Developing an Effective Governance Operating Model

This paper, prepared for board members, board committee members, senior executives, and risk managers at financial services companies, aims to assist boards and others with governance roles in developing a robust governance operating model. 

Insights

Culture for skeptics

This paper explores what culture is, why it matters to financial services organisations and the five broad ‘channels’ through which employees pick up cultural messages. It also shares seven guiding principles to help organisations make culture a catalyst for strategy.

Analysis

2014 Embedded Value Results Overview

Deloitte's Actuarial & Insurance Solutions practice produced the 2015 Swiss edition of Deloitte’s analysis of the Embedded Value (EV) publications of major European insurers.

Analysis

Digital Disruption in Wealth Management

Over the past 10 years, many startup firms with digital business models have emerged within the wealth management industry. The disruptive power of digital technologies is creating opportunities for new firms. These firms primarily serve retail investors by connecting, advising and investing.

Insights

FStaxworld Newsletter

The FStaxworld newsletter is a renewed version of the FAHTCAweekly newsletter published on a monthly basis with a deepen focus on various topics on tax financial services. 

Perspectives

Talent 2020: Surveying the talent paradox from the employee perspective

Insurance firms need to ask themselves the fundamental questions of the talent paradox: Are employees truly satisfied? Or are they simply accepting their fate by “making do” with their current employers because of a difficult job market? 

Perspectives

Global Risk Management Survey, Eighth Edition

This survey assesses the state of risk management as the financial services industry confronts today’s challenges. It was conducted in late 2012 with participation from Chief Risk Officers or their equivalents from 86 financial institutions around the world with aggregate assets of more than.

Perspectives

What's the best way to implement Insurance IFRS?

Transformation programs are more likely to succeed when there has been a clear and unambiguous view from the outset.

Insights

Inside Magazine

Inside is a quarterly magazine offering an exclusive insight into best practices, trends and opportunities faced by our clients across all industries.

Solutions

What makes our Banking practice so unique?

We are uniquely positioned to assist you in successfully responding to your challenges. We help you not only comply with regulatory requirements but also transform your bank profitably and grow even further in the next decade. 

Key contact

Jürg Frick

Practice Senior Partner, Zurich

Services

What makes our Insurance advisory services so unique?

Deloitte’s Insurance Practice combines acute market awareness and breadth of capability to provide you with solutions across a full range of Audit, Tax, Financial Advisory, and Consulting challenges facing your business. 

Solutions

Taxparency

A unique software based solution targeted at global financial institutions to enable the responsible officer, project leads, and subject matter experts to more efficiently facilitate their global FATCA, AEOI, or QI compliance.

Insights

Regulatory, Compliance & Legal

Multinational organisations need legal advisors who can assist with day-to-day activities as well as corporate life events across many jurisdictions. Deloitte provides holistic guidance around strategic business decisions, offering cost-effective support for routine legal activities.

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Careers

Life at Deloitte

What is great about the people? Each person is unique and valued for that, among the best and brightest in the business, and takes pride in his or her achievements and the success of others. 

Insights

Big data

Retail financial services firms are coming under increasing pressure to exploit so-called ‘big data’. Traditionally they’ve been implementing large-scale data programs to make use of the vast quantity of digital info available. But these approaches come with a real burden in terms of money and time.