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.

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.

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. 

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

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. 

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.

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. 

Key contact

Jürg Frick

Practice Senior Partner, Zurich

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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. 

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.