Balance Sheet Advisory has been saved
Services
Balance Sheet Advisory
Services to deliver balance sheet and performance efficiencies
Banks are in search of actions to more efficiently manage their balance sheets and capital, more effectively deploy their resources, and accelerate delivery of their targets in a period of ongoing regulatory change and market uncertainty.
Deloitte’s Financial Institutions Group (‘FIG’) Balance Sheet Advisory team can assist in identifying the levers for more efficient management of the balance sheet and capital structure – supporting our key relationships to accelerate the delivery of their key targets.
Your challenges
The COVID-19 pandemic has resulted in multiple challenges for financial institutions, with abundant liquidity and capital balanced against market disruption, earnings pressure, and potential future credit risks. High uncertainty has exposed the inability of many institutions to rapidly test their balance sheets and plan for unexpected events; the stressed economic environment has highlighted the inefficient deployment of resources at many banks and inadequate returns; ongoing regulatory and market developments mean that, despite the volatile economic and operating environment, institutions still need to meet requirements and commitments in areas such as sustainability and ESG.
How Deloitte can help
We advise large and mid-cap financial institutions globally on how to reinforce their strategic capabilities in balance sheet steering and forecasting, on identifying actionable solutions to optimise their capital deployment and release resources, and on effectively meeting management targets in the most cost efficient way, including but not limited to:
- Advisory to reinforce strategic, dynamic balance sheet and capital steering capabilities at the group level:
- Capability gap analysis
- Strategic model build-out
- Data capture
- Strategic options analysis on balance sheet and capital optimisation for group, subsidiaries, and business lines:
- Asset and liability options analysis
- Capital (re)allocation advisory
- Solution identification, both structural and tactical – legal entity and booking models, internal issuance planning and liability structure optimisation, and asset solutions
- Balance sheet and capital advisory for transformational events – impact analysis, options identification, and solution execution
- Business model re-positioning
- Restructurings and deleveraging
- M&A
Further information
For more information on our services, please visit our respective FIG pages below:
Key contacts
Recommendations
Gearing up for a new peak in NPLs
Deleveraging Europe 2021