Financial Services

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

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.

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.

Predictions

2014 Private Wealth Outlook

Learn how new burdens are prompting private wealth managers to adopt a more institutional structure that includes a renewed focus on procedures and controls.

Predictions

2014 Alternative Investment Outlook

Learn how alternative investment managers are navigating new terrain and responding to increased investor demands and an ever-shifting regulatory landscape.

Insights

Graduate recruitment in banking

The Deloitte Talent in Banking Survey 2014, produced in collaboration with Universum, explores intentions, aspirations and associations in relation to insurance careers, based on a global survey of 174,000 business students from 2,000 universities. 

Insights

Recruiting beyond the risk averse

The Deloitte Talent in Insurance Survey 2014, produced in collaboration with Universum, explores intentions, aspirations and associations in relation to insurance careers, based on a global survey of 174,000 business students from 2,000 universities.

Insights

Digital Transaction Banking

This report, created by the Deloitte Southeast Asia member firm, examines the adoption of technology trends in the banking sector.

Predictions

TMT Predictions 2015

Discover major Technology, Media & Telecomms trends that will impact your business in the 2015 edition of Deloitte’s predictions for the TMT sectors. They reveal the perspectives gained from hundreds of conversations with industry leaders, and thousands of consumer interviews across the globe. 

Key contacts

Chris Harvey

Global Financial Services Industry Leader

Contact us

Contact us via our online form

Predictions

2014 Life Insurance and Annuity Industry Outlook

More life and annuity carriers are expected to break out of their historical operating molds over the next couple of years in order to make more efficient use of capital and to reach out to underserved consumer segments in innovative ways.

Predictions

2014 Property & Casualty Insurance Industry Outlook

A growing number of insurers are facing significant organizational disruption. Many have made large-scale investments in technology. Their chief challenge now is to effectively leverage the new systems and maintain their momentum with additional innovations in personnel, products and culture.

Predictions

2014 Financial Services M&A Predictions

M&A activity in the Financial Services sector increased in 2013, especially in the second half of the year, with a number of significant transactions completed or awaiting regulatory approval.

Predictions

2014 Hot topics for internal audit in financial services

The role of internal auditors in the financial services sector remains under scrutiny. Internal audit functions will need to carefully consider their approach to these matters and to demonstrate coverage of a number of sensitive and ambiguous topics.

Services

Deloitte U.S. Center for Financial Services

The Center for Financial Services, part of the U.S. FSI group, is a source of  insights on the important issues in the financial services industry.

Services

UK Financial Services Industry Blog

The Deloitte UK Financial Services group shares insights for FSI professionals.

Services

Quick Look Blog

Read insights from research leaders at the Deloitte U.S. Center for Financial Services.

Services

Deloitte Analytics

Learn how organisations have applied analytics to better understand the present, and more accurately predict the future.

Careers

Life at Deloitte

People make Deloitte one of the best places to work. What’s great about the people? That’s an easy answer. They are exceptional. 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.