Financial Services

Financial services companies operate in a constantly changing environment, shaped by a high level of regulation and the laws of the capital markets.

Financial services companies operate in a constantly changing environment, shaped by a high level of regulation and the laws of the capital markets.

In the area of financial services, PwC builds on comprehensive banking, investment, and insurance-related expertise. Our staff use their broad know-how to provide industry and product-specific support across all areas of financial services. As our client, you can access the entire spectrum of PwC services. We also support insurance companies with actuarial issues.

For cross-border matters, we draw on the support of the global PwC Financial Services network. This enables us to solve problems as well as tax and regulatory issues in an optimal way.

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Our services

Financial services company

  • Consulting on strategy and operations

  • Technology consulting

  • Consulting on efficient financing, accounting, and reporting

  • Governance, risk, and compliance for financial services providers

  • Advisory services for insurance companies

  • Consulting on mergers, acquisitions, and deals

  • Valuation, expert opinion reports, and going-concern analyses

  • Real estate services consulting

Audit Services

  • Audit of financial statements and consolidated financial statements of banks, insurance companies and real-estate companies by trained, specialised teams 

  • Quality assurance during the preparation of consolidated financial statements under IFRS, in particular support with recognition and measurement of financial instruments under IAS 39

Tax Services

  • Tax representation and advice for investment funds 

  • Tax support for banks and financial services providers – hotline, questionnaires, training sessions

  • Tax-optimised capital assets – structuring and ongoing consulting 

  • Tax risk management – strategy, implementation, health check 

  • Withholding taxes – capital gains tax, EU Savings Directive, US withholding tax implementation, health checks and audits

  • Tax representation for insurance companies – insurance tax, tax representatives

Contact us!

Dorotea-E. Rebmann

Partner, Head of Banking & Capital Markets, PwC Austria

+43 1 501 88-1140

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Roland Schöbel

Partner, Leader Advisory, Vienna, PwC Austria

+43 1 501 88-1170

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Thomas Steinbauer

Partner, Vienna, PwC Austria

+43 1 501 88-3639

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Werner Stockreiter

Partner, Audit, PwC Austria

+43 1 501 88-1331

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Thomas Windhager

Partner, Head of Insurance, PwC Austria

+43 1 501 88-1175

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