Financial Services

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

Insights

FATCA

FATCA addresses perceived abuses by U.S. taxpayers with respect to assets held offshore and requires all Banking entities to participate and be compliant. Compliance involves updates of internal processes and may impact relationships with group entities, clients and business partners.

Insights

FATCA

FATCA addresses perceived abuses by U.S. taxpayers with respect to assets held offshore and requires all Insurance undertakings to participate and be compliant. Compliance involves updates of internal processes and may impact relationships with group entities, policyholders and business partners.

Insights

FATCA

FATCA addresses perceived abuses by U.S. taxpayers with respect to assets held offshore and requires all Investment entities to participate and be compliant. Compliance involves updates of internal processes and may impact relationships with group entities and business partners.

Insights

Transforming Cybersecurity

Learn how financial services firms can create a dynamic, intelligence-driven approach to cyber risk management to prevent, detect, respond to, and recover from the potential damages from cyber attacks.

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.

Perspectives

From the Margins to the Mainstream

While much excitement has been generated around impact investing lately, consensus about the promise and results of impact investment is still very limited.

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.

People

Stephen Paris

Financial Services Industry Leader

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Services

Deloitte Analytics

Financial services

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.