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In 2025, investment management firms face elevated risks and rewards as they look to grow revenue, streamline processes, and how they use AI and other technology for digital transformation and cybersecurity
- Webcast 2. 11. 2023 EN - Deloitte United States
Legal advisory services in Germany are provided by Deloitte Legal Our people deliver measurable and lasting results that help reinforce public trust in capital markets, enable clients to transform and thrive, and lead the way toward a stronger economy, a more equitable society and a sustainable world
- Financial Services Transfer Pricing: Changing landscapes
With insights from our Financial Services Transfer Pricing teams from around the Deloitte global network of member firms, the aim is to extract the relevant trends and highlight their impact on transfer pricing for the banking, asset management and insurance sectors
- Seeing the bigger picture Arts, Collectibles Wealth Management
Protecting clients interests in an unregulated, non-transparent market Apart from integration of art and other collectibles in the wealth management services, it is increasingly important to build up an ecosystem of partners that will accelerate play in this sector Art advisory firms typically charge a percentage and or a time-based fee depending on the client's requirement Partnerships
- Input VAT - New developments announced regarding VAT exemption for fund . . .
In two recent decisions1, the Court of Justice of the European Union has issued interesting developments regarding the conditions under which VAT exemption for fund management services could apply These decisions concern tax services aimed at providing information legally required to ensure the correct taxation of investors, and the licensing of the right to access specialist risk management
- Capital Efficiency Services | Deloitte US
Services Capital Efficiency Services Strategic capital allocation and project portfolio optimization Deloitte’s Capital Efficiency practice helps organizations make better and faster decisions by assisting them in improving the quality of their capital allocation decisions to enhance robustness, efficiency, and return on investment
- ESG investing and sustainability | Deloitte Insights
Portfolio management practices inconsistent with disclosures about ESG approaches Controls inadequate to maintain, monitor, and update clients’ ESG-related investing guidelines, mandates, and restrictions
- Timothy Young, Principal – Government Public Services
Functional experience includes digital transformation, systems implementation, project portfolio management (PPM), IT Lifecycle Cost Methodology, IT PMO, system development lifecycle (SDLC), innovation, strategic performance management, process improvement, information management business intelligence (BI), organizational change management
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