Financial Services | Deloitte Switzerland | Services
financial services

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.


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.


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. 


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. 



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.


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. 


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.


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. 

Key contact

Jürg Frick

Practice Senior Partner, Zurich

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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. 


The Deloitte M&A Index first half 2015

The Index is a forward-looking indicator that forecasts future global M&A deal volumes and identifies the factors influencing conditions for dealmaking.


Banking disrupted

This study explores the threats currently facing the retail banking sector as a result of technological advancement, and sheds light on how incumbents can stay competitive in the digital age by beginning a more radical transformation now.  


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.