Financial services

Financial services, asset & wealth management, banking & capital markets, insurance publications 

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Oct 2016       Blockchain: The $5 billion opportunity for reinsurers
      
Oct 2016       Billionaires Insights 2016: "Are billionaires feeling the pressure?"
      
Oct 2016       Innovating to grow: A new world of opportunity for insurers
      
Aug 2016       Cyber Fortification Initiative (CFI) - The new framework initiated by HKMA: Are You Ready?
      
Aug 2016       Payments in the wild tech world - Digitisation and changing customer expectations
      
Aug 2016       Global Economic Crime Survey 2016 - Financial Services industry insights
      
Jun 2016       Transfer pricing is more important than ever for fund managers operating in Hong Kong (Financial Services Tax News Flash)
      
Jun 2016       Green light for open-ended fund companies in Hong Kong - law enacted (Financial Services Tax News Flash)
      
Jun 2016       The long-awaited DIPN on tax exemption for offshore private equity funds still leaves some issues to be addressed (Financial Services Tax News Flash)
      
Mar 2016       The financial services landscape in Hong Kong
        
Mar 2016       Blurred lines: How FinTech is shaping financial services
        
Feb 2016       In depth - Getting governance right on IFRS 9 Expected Credit Loss: accounting policy and implementation decisions
        
Feb 2016       19th Annual Global CEO Survey - Key talent findings in the financial services industry
        
Jan 2016       Q&A: What is blockchain?  
      
Jan 2016       Q&A: What's next for blockchain in 2016?  
      
Jan 2016       The Bill on Hong Kong's open-ended fund company regime gazetted (Financial Services Tax News Flash)
      
Jan 2016       Billionaires Insights 2015: "The changing faces of billionaires"
      
Dec 2015       Share and share alike: Meeting compliance needs together with a KYC utility
    
Dec 2015       Enhancing business resilience: Transforming cyber risk management through the role of the Chief Risk Officer (CRO)
    
Dec 2015       Tax policy for Mainland-Hong Kong Mutual Recognition of Funds Arrangement released (Financial Services Tax News Flash)
      
Dec 2015       Strengthening Hong Kong's role as an asset management centre - the FSDC's recommendations (Financial Services Tax News Flash)
      
Oct 2015       China FS Tax News Flash: BT to VAT reform in securities industry 
      
Oct 2015       Consolidated response from the government for implementing AEoI in Hong Kong 
      
Sep 2015       OECD CRS strategic implementation support 
      
Sep 2015       Cyber security risk management
      
Sep 2015       All aboard: Delivering the onboarding experience customers demand 
      
Sep 2015       Money is no object: Understanding the evolving cryptocurrency market 
      
Sep 2015       New regulation on stored value facilities - Are you ready? 
      
Jul 2015       Project Blue 2.0: Redefining financial services 
      
Jun 2015       Female millennials in financial services: Strategies for a new era of talent 
      
May 2015       fs viewpoint - Significant others: How financial firms can manage third party risk 
      
May 2015       2015 Billionaire Report: The story of great wealth - how it’s created, preserved and how it breeds philanthropy 
      
May 2015       Aviation leasing: Leveraging Hong Kong's strengths 
      
May 2015       fs viewpoint - Ditch the product pitch: Winning through customer-focused content  
      
Apr 2015       The extra mile: Risk, regulatory, and compliance data drive business value  
      
Apr 2015       Cyber - Think risk, not IT  
      
Apr 2015       How to achieve top corporate treasury performance under the ‘New Normal’ 
      
Apr 2015       How does the standard for automatic exchange of information impact financial institutions' compliance plans? 
      
Apr 2015       China Tax News: Official launch of Tianjin Pilot Free Trade Zone 
      
Apr 2015       fs viewpoint - Threat smart: Building a cyber resilient financial institution - an East Cluster perspective
      
Feb 2015       In depth - IFRS 9 "Financial instruments": Expected credit loss disclosures for banking
      
Feb 2015       18th Annual Global CEO Survey - Key findings in the financial service sector
      
Feb 2015       In depth on IFRS 11 - Measurement of joint operations: Reading between the lines
      
Feb 2015       18th Annual Global CEO Survey - Key findings in the asset management industry
      
Feb 2015       18th Annual Global CEO Survey - Key findings in the banking & capital markets industry
      
Feb 2015       18th Annual Global CEO Survey - Key findings in the insurance industry
      
Jan 2015       Cyber services - Managing cyber risk to realise your potential
      
Jan 2015       In depth - IFRS 12 for Asset Management
      
Jan 2015       Forging a winning culture
      
Jan 2015       Asia Pacific insurance tax highlights: Education tax on variable insurance in Korea
      
Jan 2015       Taxation of Hong Kong investment managers / advisors (Financial Services Tax News Flash)
      
Dec 2014       Asia Pacific asset management tax highlights - Industry developments from Australia, China, Hong Kong, India, and Thailand
      
Dec 2014       Asia Pacific insurance tax highlights: 2014 Japanese tax reforms
      
Dec 2014       Chinese bankers' survey 2014
      
Nov 2014       China Tax News: The last piece of the puzzle - China's taxation rule on Shanghai-Hong Kong Stock Connect
        
Nov 2014       China Tax News: The long-awaited withholding tax policies for QFIIs/RQFIIs capital gains released - mixed feelings?
        
Nov 2014       Banks - Bring your own device (BYOD) & customer data protection - Are you ready?
        
Oct 2014       Creating confidence in culture and behaviours
        
Aug 2014       In depth: IFRS 9 Financial instruments - Expected credit losses
        
Aug 2014       In depth: IFRS 9 Financial instruments - Classification and measurement - Analyses the impact of the new standard
        
Jun 2014       Recovery planning - how ready are you?
        
Jun 2014       International development in automatic exchange of financial account information and China's perspective
        
Jun 2014       With the global move to automatic exchange of financial account information, Hong Kong will need to rethink its current policy of exchanging information upon request only and to consider moving to the new global standard in the future
        
Jun 2014       Insurance 2020: Forcing the pace - the fast way to becoming a digital front-runner
        

Publications prior to Jun 2014 have been archived.
Nov 2016       Asset & wealth management tax highlights - Industry and tax developments from Australia, China, Hong Kong, India, Malaysia, Singapore and Thailand
        
Nov 2016       Emerging trends in real estate® Asia Pacific 2017
        
Sep 2016       Beyond automated advice: How FinTech is shaping asset & wealth management
        
Sep 2016       Hong Kong private wealth management landscape 2016
        
Aug 2016       Asset & wealth management tax highlights - Industry and tax developments from Australia, Hong Kong, India, and Thailand
        
Jul 2016       Exchange Traded Funds (ETFs): A roadmap to growth
        
Jul 2016       Entry ban lifted for wholly foreign-owned enterprises (WFOEs) and joint ventures (JVs) engaging in private securities investment fund management business in China (China Asset & Wealth Management Tax News Flash)
        
Jun 2016       Default Investment Strategy (DIS)
        
Jun 2016       Sink or swim: Why wealth management can't afford to miss the digital wave (Asia Pacific highlights)
        
Apr 2016       AM Insights: Real estate edition
        
Apr 2016       Asset & wealth management tax highlights - Industry developments from Australia, China, Hong Kong, India, Korea, Malaysia, and Singapore
        
Mar 2016       Transforming asset management operations - Insights from PwC's 2015 Global Operations Survey
        
Mar 2016       ETFs: A roadmap to growth (Preview)
        
Feb 2016       Asset & wealth management tax highlights - Industry developments from Australia, China, Hong Kong, India, Indonesia, Korea, and the Philippines
        
Feb 2016       19th Annual Global CEO Survey - Key findings in the asset management industry: Redefining business success in a changing world
        
Dec 2015       Global hedge fund distribution survey 2015: Distribution disrupted - Spotlight on alternatives 
      
Dec 2015       Capitalisation of exchange losses of foreign currency borrowings arising from the devaluation of the Renminbi 
      
Dec 2015       Emerging trends in real estate® Asia Pacific 2016 
      
Nov 2015       Asset management tax highlights - Industry developments from Australia, China, Hong Kong, India, Japan and Korea 
      
Nov 2015       OECD action plan on BEPS: the impact for the Asset Management industry from a China / Hong Kong perspective (China / Hong Kong Asset Management Tax New Flash)
        
Oct 2015       Asset management 2020 and beyond: Transforming your business for a new global tax world
        
Jul 2015       The pilot QDLP programme in Qingdao: RMB funds invest in overseas markets (China Asset Management Tax News Flash)
        
Jul 2015       Asset management tax highlights - Industry developments from Australia, China, Hong Kong, India, Korea, and Singapore
        
Jul 2015       Introduction of the Pilot QFLP Programme in Qingdao: RMB funds invest in domestic market (China Asset Management Tax News Flash)
        
Jul 2015       Funds passport regimes in Asia Pacific
        
Jun 2015       Alternative asset management 2020 - Fast forward to centre stage
        
Jun 2015       Mainland and Hong Kong Mutual Recognition of Funds (MRF) - A new era for asset management in China and Hong Kong
        
Mar 2015       Asset management tax highlights - Industry developments from Australia, China, Hong Kong, India, Malaysia, and Singapore
        
Mar 2015       Global fund distribution 2015
        
Mar 2015       Solvency II for asset management
        
Mar 2015       Investment Manager Regime revised exposure draft exempts foreign funds from Australian tax
        
Feb 2015       18th Annual Global CEO Survey - Redefining competition in a world without boundaries
        
Jan 2015       In depth - IFRS 12 for Asset Management
        
Jan 2015       ETF 2020 - Preparing for a new horizon
        
Dec 2014       Asia Pacific asset management tax highlights - Industry developments from Australia, China, Hong Kong, India, and Thailand
        
Dec 2014       Shanghai/Hong Kong Stock Connect: Developing a sustainable operating model
        
Nov 2014       Hong Kong formally signed a Model 2 IGA with the US (Financial Services Tax News Flash)
      
Nov 2014       China Tax News: The last piece of the puzzle - China's taxation rule on Shanghai-Hong Kong Stock Connect
        
Nov 2014       China Tax News: The long-awaited withholding tax policies for QFIIs/RQFIIs capital gains released - mixed feelings?
        
Oct 2014       Creating confidence in culture and behaviours
        
Sep 2014       Needs of institutional investors in the new alternative world
        
Sep 2014       Banking Newsletter: Analysis of China’s top 10 listed banks’ results for the first half of 2014 (pdf file, 2.33MB)
        
Aug 2014       Hedge fund administration: The quest for profitable growth
        
Aug 2014       In depth: IFRS 9 Financial instruments - Expected credit losses
        
Aug 2014       In depth: IFRS 9 Financial instruments - Classification and measurement - Analyses the impact of the new standard
        
May 2014       Hong Kong and US agree in substance on an intergovernmental agreement for FATCA purposes
        
May 2014       A welcome attempt to clarify "beneficial ownership" under entrusted investment arrangements (China FS Tax News)
        
Feb 2014       17th Annual Global CEO Survey - Key findings in the asset management industry
        
Feb 2014       Asset management 2020: a brave new world
        

Publications prior to Feb 2014 have been archived.
Oct 2016       Banking & capital markets 2020: Is your business equipped with a tax function for the future?
      
Sep 2016       Banking Newsletter: Review and outlook of China's banking industry for the first half of 2016 - A newsletter for the China banking community
        
Aug 2016       ATM Fraud: Do you know if your customer’s card data has been compromised?
      
Aug 2016       Cyber Fortification Initiative (CFI) - The new framework initiated by HKMA: Are You Ready?
      
Jul 2016       Customers in the spotlight - How FinTech is reshaping banking

May 2016       Banking Newsletter: Analysis of China listed banks' results for the first quarter of 2016 (pdf file, 2.14MB)
        
Apr 2016       Banking Newsletter: Review and outlook of China banking industry in 2015 (pdf file, 2.95MB)
        
Feb 2016       19th Annual Global CEO Survey - Key findings in the banking and capital markets sector: Creating a platform for competitive regeneration
        
Jan 2016       Chinese bankers' survey 2015
      
Dec 2015       Devil in the data: How banks can improve data management
      
Dec 2015       One step ahead: How banks can anticipate what customers will want next
      
Dec 2015       Banking banana skins 2015
        
Nov 2015       Banking Newsletter: Analysis of China listed banks' results for the third quarter of 2015 (pdf file, 2.17MB)
        
Sep 2015       Banking Newsletter: Review and outlook of China banking industry for the first half of 2015 (pdf file, 4.3MB)
      
May 2015       Banking Newsletter: Analysis of China's major listed banks’ results for the first quarter of 2015 (pdf file, 2.58MB)
      
Apr 2015       Banking Newsletter: Review and Outlook of China Banking Industry in 2014 (pdf file, 1.65MB)
      
Apr 2015       Capital markets 2020 - will it change for good?
      
Feb 2015       Stand out for the right reasons - Stress tests - keeping up with the rising bar
      
Feb 2015       Being better informed - FS regulatory, accounting and audit bulletin
      
Feb 2015       That shrinking feeling - Tracing the changing shape of the European banking industry
      
Feb 2015       Peer pressure - How peer-to-peer lending platforms are transforming the consumer lending industry
      
Feb 2015       Stand out for the right reasons - Too big to share anymore?
      
Feb 2015       Banking and finance in China: The outlook for 2015
      
Feb 2015       In depth - IFRS 9 "Financial instruments": Expected credit loss disclosures for banking
      
Feb 2015       18th Annual Global CEO Survey - Achieving success while managing disruption
      
Jan 2015       Managing upstream risk - PwC’s Regulatory Reform Review: An Asian perspective
      
Jan 2015       Anti-Money Laundering - Know Your Customer Quick Reference Guide and Global AML Resource Map
      
Jan 2015       There’s no such thing as a free lunch - Why fees are the future for current accounts
      
Dec 2014       Shanghai/Hong Kong Stock Connect: Developing a sustainable operating model
      
Dec 2014       Chinese bankers' survey 2014
      
Nov 2014       Banking Newsletter: Analysis of China’s top 10 listed banks’ results for the third quarter of 2014  (pdf file, 3.41MB)
      
Nov 2014       Hong Kong formally signed a Model 2 IGA with the US (Financial Services Tax News Flash)
      
Nov 2014       China Tax News: The last piece of the puzzle - China's taxation rule on Shanghai-Hong Kong Stock Connect
        
Nov 2014       China Tax News: The long-awaited withholding tax policies for QFIIs/RQFIIs capital gains released - mixed feelings?
        
Nov 2014       Banks - Bring your own device (BYOD) & customer data protection - Are you ready?
        
Oct 2014       Creating confidence in culture and behaviours
        
Oct 2014       Gut and Gigabytes: China and Asia Pacific insights from our Global data & analytics survey 2014: Decision making in banking and capital markets
        
Sep 2014       Banking Newsletter: Analysis of China’s top 10 listed banks’ results for the first half of 2014 (pdf file, 2.33MB)
        
Aug 2014       In depth: IFRS 9 Financial instruments - Expected credit losses
        
Aug 2014       In depth: IFRS 9 Financial instruments - Classification and measurement - Analyses the impact of the new standard
        
Jun 2014       Recovery planning - how ready are you?
        
Jun 2014       China: Cross-border forex fund pool now possible for multinational corporations
        
Jun 2014       Banking Newsletter: Analysis of China’s top 10 listed banks’ performance for the first quarter of 2014 (pdf file, 2.33MB)
        
May 2014       Hong Kong and US agree in substance on an intergovernmental agreement for FATCA purposes
   
Apr 2014       Turning frowns upside down: How financial institutions can transform complaints into a competitive advantage
        
Mar 2014       Retail Banking 2020 - Evolution or Revolution?
        
Feb 2014       17th Annual Global CEO Survey - Key findings in the Banking & Capital Markets industry
        

Publications prior to Feb 2014 have been archived.
Nov 2016       Aspirations and realities: Gauging the impact of the ICS on capital management
        
Nov 2016       GN16 - What do you need to do now?
        
Nov 2016       Breaking through: How insurers can harness the diversity dividend
        
Nov 2016       More for less: Five steps to strategic cost reduction
        
Nov 2016       The wait is nearly over? - IFRS 17 is coming, are you prepared for it?
        
Nov 2016       Risk committee - Guidance note on corporate governance
        
Oct 2016       Asia insurance review - Regulatory updates in Oct 2016
        
Sep 2016       Asian insurers and regulators confront digitisation challenges
        
Aug 2016       Chain Reaction: How blockchain technology might transform wholesale insurance
        
Jun 2016       Opportunities await: How InsurTech is reshaping insurance
        
May 2016       Insurance newsletter - Special analysis of 2015 annual reports of listed insurance companies
        
May 2016       Fusion or confusion? Standardising international capital regulations
        
Mar 2016       Top insurance industry issues in 2016
        
Feb 2016       19th Annual Global CEO Survey - Key findings in the insurance industry: Seizing the future
        
Feb 2016       Asia insurance review - Regulatory updates in Feb 2016
        
Jan 2016       Stepping into the cockpit: Redefining finance's role in the digital age
        
Dec 2015       Insurance 2020: Are Actuaries being replaced by algorithms?
        
Nov 2015       Untying the knot: Sharpening strategies for regulatory change
        
Nov 2015       Asia insurance review - Regulatory updates in Nov 2015
        
Oct 2015       General insurers should not ignore IFRS 4 Phase II
        
Oct 2015       IFRS 9 for insurers: Stop press update - October 2015
        
Oct 2015       From solos to symphony: How insurers can harmonize customer communications
        
Sep 2015       On track for the payback: Realising megadeal
        
Sep 2015       Insurance 2020 and beyond: Reaping the dividends of cyber resilience
        
Aug 2015       Asia insurance review - Regulatory updates in Aug 2015 (pdf file, 180KB)
        
Jul 2015       Insurance banana skins 2015
        
Jul 2015       Insurance 2020 and beyond: Equipping your business for the global tax revolution
        
Jun 2015       Insurance 2020 and beyond: Necessity is the mother of reinvention
        
Jun 2015       Tightening up your core: Powering Group insurance through policy administration systems (PAS) modernization
        
Apr 2015       Asia insurance review - Regulatory updates in Apr 2015 (pdf file, 171KB)
        
Apr 2015       Adding it all up: Modern rating systems for property and casualty (P&C) carriers
        
Feb 2015       18th Annual Global CEO Survey - Turning disruption to your advantage
        
Jan 2015       Asia Pacific insurance tax highlights: Education tax on variable insurance in Korea
        
Jan 2015       top issues - The insurance industry in 2015
        
Dec 2014       Asia Pacific insurance tax highlights: 2014 Japanese tax reforms
        
Nov 2014       Hong Kong formally signed a Model 2 IGA with the US (Financial Services Tax News Flash)
      
Nov 2014       China Tax News: The last piece of the puzzle - China's taxation rule on Shanghai-Hong Kong Stock Connect
        
Nov 2014       China Tax News: The long-awaited withholding tax policies for QFIIs/RQFIIs capital gains released - mixed feelings?
        
Nov 2014       Asia Pacific insurance tax highlights: Indonesia - The standard for the automatic exchange of financial account information in tax matters
                
Oct 2014       Creating confidence in culture and behaviours
                
Oct 2014       Gut and Gigabytes: China and Asia Pacific insights from our Global data & analytics survey 2014: Decision making in the insurance industry
                
Aug 2014       In depth: IFRS 9 Financial instruments - Expected credit losses
                
Aug 2014       In depth: IFRS 9 Financial instruments - Classification and measurement - Analyses the impact of the new standard
                
Aug 2014       Asia Pacific insurance tax highlights - Key income tax developments affecting the insurance industry in Australia
                
Jul 2014       Asia Pacific insurance tax highlights - Malaysian transfer pricing landscape - Spotlight on compliance
                
Jun 2014       Insurance 2020: Forcing the pace - the fast way to becoming a digital front-runner
                
May 2014       Hong Kong and US agree in substance on an intergovernmental agreement for FATCA purposes
                
Apr 2014       Turning frowns upside down: How financial institutions can transform complaints into a competitive advantage
                
Mar 2014       Asia Pacific insurance tax highlights - A snapshot of the variety of tax incentives available to the insurance industry in Singapore
                
Feb 2014       Asia Pacific insurance tax highlights - The revised Insurance Code of the Philippines
                
Feb 2014       17th Annual Global CEO Survey - Key findings in the insurance industry
                

Publications prior to Jan 2014 have been archived.
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