Financial Services, Industries

Solutions

Financial Services

Our services

What will drive growth across the financial services industry over the next three three years? What will be the new cost of regulation be as a result of the Basel III, Dodd Frank and FATCA? How can institutions integrate an enterprise-wide approach to managing risk and data across the enterprise? What are the channels, products, and services that can generate customer loyalty and a distinctive experience? Looking ahead, what will be the new products or operating models be for financial institutions’ investment banking, asset management, and wealth management activities?

These are some of the issues Deloitte is focusing on, and we’re sure you are too.

Our Australian financial services team of more than 500 practitioners has extensive experience in the banking and securities, insurance and wealth management sectors and is supported by Deloitte's Global Financial Services Industry practice. 

Banking and Securities

The Deloitte Banking and Securities teams have experience in securities and retail, commercial, investment, private and central banking. 

Recent changes and challenges in the banking and securities markets include increased regulatory change, a stalling of growth in local markets, funding constraints and heightened competition for acquiring and retaining customers.

In these circumstances understanding what to do and when, is critical. The Deloitte Banking and Securities teams have proven experience in securities and retail, commercial, investment, private and central banking, so we look forward to helping you position yourself to take advantage of the opportunities as they emerge.

Register for the Banking and Securities newsletter

Back to top

Insurance

We provide general insurance, life, retirement, health, and reinsurance clients with informed and insightful services from strategy definition to implementation and business transformation.

With the wider economic slowdown and general loss of asset values, the global insurance industry is facing increased pressures to manage risk, improve profitability while balancing the demands of regulatory changes.

Deloitte Australia is an integral part of the firm's Global Financial Services Industries practice helping clients deal with these issues. We provide general insurance, life, retirement, health, and reinsurance clients with informed and insightful services from strategy definition to implementation and business transformation.

Register for the Insurance Accounting newsletter

Back to top

Wealth management and Investment

A juggernaut of regulatory change means that executives of Australia’s superannuation and wealth management organisations, private equity firms, mutual funds, unit trusts and hedge funds need to determine new ways to conduct business. The investment and wealth management industry experience of our team enables our experts to deliver tailored solutions to help clients address these challenges, maximise market opportunities, and position for competitive advantage.

Register for our newsletter Performance

 

Back to top

Contact us

Arthur Calipo

Arthur Calipo

Partner, Financial Services

Arthur is the National Industry leader of our financial services practice. He has 25 years of experience working in the Banking, Insurance and Wealth Management industries leading Strategy, Operations... More

Caroline Bennet

Caroline Bennet

Partner, Consulting

Caroline is the National Leader of the Deloitte Actuaries and Consultants business in Australia and has more than 20 years’ experience in the Australian financial services industry, including financia... More

Neil Brown

Neil Brown

Partner, Audit & Assurance

Neil Brown leads our Wealth Management Industry Sector. He has over 20 years’ experience of providing Audit & Assurance services to all facets of the wealth management sector, including fund managers,... More