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Advisory & consulting

You can find below our brochures and whitepapers on consulting and financial advisory, and download them into PDF format.

More Latest publications on consulting & financial advisory

AIFM Directive - Crossing the finish line | Whitepaper
The plenary vote on the AIFMD is a major step towards the introduction of an EU regulatory framework for the alternative investment management industry.
Outsourcing/cosourcing internal audit | Brochure
Improve service quality, better address risks and manage costs more efficiently.
Liquidity risk - Monitoring the flows | Brochure
You look for a comprehensive assessment of liquidity risk. To help you sail through this great challenge, we have built an expertise you will leverage on.
Liquidity risk for investment funds - Succeeding in arid conditions | Brochure
Liquidity risk is rapidly moving up the agenda of professionals, and is suddenly receiving a great deal of attention from both practitioners and regulators
Solvency II - Anticipating issues, capturing benefits | Brochure
Solvency II is a major and significant reform for the insurance sector. It will have deep and long-lasting impacts on the way insurers look at risk.
Specialised Investment Funds (SIF) | Whitepaper
Lightly regulated and tax efficient multipurpose investment fund vehicle including alternative investment strategies.
Fair value centre - Valuation services for the private equity industry under IFRS and Lux GAAP | Brochure
To face a growing demand and best serve our clients, we have set up the fair value centre with a dedicated team combining IFRS and valuation skills.
Foreign account tax compliance services - Get ready now | Brochure
Enacted on 18 March 2010, FATCA undermines the commercial basis on which financial institutions hold U.S. assets and deal with U.S. customers.
Harnessing the forces of change: IFRS for investment funds | Whitepaper
Harnessing the forces of change: IFRS for investment funds, addresses and highlights the major differences between IFRS and the US GAAP.
Shifting gears for the new regime - The role of risk governance in Solvency II | Whitepaper
Intensive scrutiny over governance arrangements will characterise the Commissariat aux Assurances’ supervisory approach announced in the Solvency II regime.
Winning in wealth management - Strategies for building profitable business operating models | Whitepaper
Report on the causes of the decrease in Swiss-based wealth managers’ profitability and differences in profitability and key characteristics of providers.
UCITS IV: Are you ready for the new requirements applicable to management companies from 1 July 2011? | Whitepaper
We inform you on some of the important changes that will have to take place in the organisation of your management company or self managed SICAV.
FATCA - Tax information reporting development | Brochure
For European insurers, 1 January 2013 is the date when the Solvency II regulatory regime is expected to take effect, as well as a new U.S. tax regime.
HIRE Act - Issues for management companies, their funds and their service providers | Brochure
FATCA will impose a 30% withholding tax on payments from the U.S. unless FFI enter into an agreement with the IRS to report all U.S. investors.
ISAE 3402 and SSAE 16 (replacing SAS 70) - Reinforcing confidence through demonstration of effective controls | Brochure
In choosing Deloitte as your ISAE 3402/SSAE 16 source, you choose a firm able to offer the services required to address such a multidisciplinary challenge.
Key Investor Information Document - Expertise in its intricate production | Brochure
The KIID is an important pillar of the UCITS IV directive. Deloitte has analysed this issue and offer you the required toolkit to meet those challenges.
KIID survey - Is Luxembourg ready to meet the challenge? | Whitepaper
This survey has been conducted to assess the state of readiness of the market for the introduction of the KII and the considerations that are now arising.
Mastering the AIFMD challenge: a survey - Is the passport worth the pain? | Whitepaper
Few pieces of EU legislation have attracted as much debate, discussion and passion as the Alternative Investment Managers Directive (AIFMD).
AIFMD technical summary - An overview | Whitepaper
A technical summary of the Alternative Investment Fund Managers Directive adopted by the European Union.
Private wealth management - Made to measure solutions | Brochure
Our practice focuses on the situation of each client with a deep understanding of business issues to help them address their tax positions and compliance
Performance issue 8, May 2012 | Magazine
Post-crisis asset management environment. Challenges and opportunities in financial inclusion. The AIFMD for fund service providers.
Performance issue 7 - January 2012 | Magazine
Fund analytics, regulatory requirement or business opportunity? New tax reporting requirements for foreign investment funds distributed in Italy.
Performance issue 6 - September 2011 | Magazine
Impacts of regulatory changes on asset management operating models. Added value brought to the asset managemers by cross sub-funds investment techniques.
Performance issue 5 - May 2011 | Magazine
Challenges and opportunities for alternative and long-only asset servicing platforms. Fund administration survey 2010/2011. Liability Driven Investment.
Financial education - Improving financial skills for prosperity | Brochure
Financial education aims to enhance citizens, consumers and employees knowledge and understanding of financial concepts and products.

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