Learn more about our financial services teams and their focus areas:
Audit Banking & Asset Management
Our Audit Banking & Asset Management team comprises experts who advise financial enterprises with regard to Swiss and international accounting standards. We also review business procedures and controlling systems and check group and annual financial statements.
Diverse career opportunities and challenging tasks await you in Audit Banking & Asset Management. Together, we create added value in the auditing of nationally and internationally active banks and investment management companies.
Are you interested in a career in Audit? Find all information regarding your training to become a Certified Public Accountant here.
Audit Insurance
Our Audit Insurance team consists of accounting, regulatory and internal controls experts. We audit financial data from small, medium and large-sized insurance companies.
The experts from the Audit Insurance team carry out reviews of group and annual financial statements and support insurance companies in the implementation of supervisory law and accounting requirements.
Are you interested in a career in Audit? Find all the information about your training to become a Certified Public Accountant here.
FS Deal Advisory
Deal Advisory looks after M&A projects for entire groups of companies, individual departments or portfolios. We act as advisors on matters ranging from investment or sales strategies to valuations, due diligence, negotiations, and integration or separation.
The KPMG Deal Advisory teams support clients in all phases of M&A transactions or restructuring – from the development of a strategy to its successful implementation. Our multidisciplinary teams advise clients with a holistic approach based on industry know-how and expertise in areas such as M&A, strategy and post-merger integration, real estate, tax and IT.
Business Consulting
From regulation to digitalization, companies are facing ever more challenges.
Our experts help companies identify and apply new strategies and options for transformation in order to adapt their business models and operations and to seize initiatives to increase growth or reduce costs.
Our Business Consulting team advises clients on strategic initiatives such as Business & Operating Model Transformation, Digital Client Life Cycle Management and ESG (Environmental Social Governance). The team has a strong track record in transforming banking platforms, supporting both large and mid-size banks across business, operational, technical, finance, regulatory and environmental aspects.
Technology Advisory, Data & AI
Our Technology Advisory, Data & AI team helps financial services institutions harness the power of data, AI, cloud and digital transformation to build trust, boost efficiency and drive innovation.
Combining deep industry expertise with technological excellence – and staying at the forefront of innovation – from strategy & vision to implementation, we turn complexity into opportunity, enabling financial institutions to enhance agility, scalability, regulatory readiness and resilience.
IT Audit
Our IT Audit team provides technology risk assurance in financial statement and regulatory audits, IT attestation engagements (e.g., ISAE 3402/3000) and emerging technology risk services. In addition, the team supports financial organizations with the design and implementation of the internal technology control framework. Our team helps to manage technology risks to optimize operating performance and achieve greater governance and IT assurance over clients’ controls and infrastructure.
In a technology-driven environment, the Financial Services industry is forced to develop towards a digital business operating model. Organizations need to capitalize on their technological capabilities to meet rising client expectations, respond to cost pressure and enable sustainable growth. Technological advancements and regulatory pressure also require organizations to continuously reassess how technology can drive business strategy while remaining compliant with (global) regulatory requirements.
We are a team of experienced IT Risk Management professionals who collaborate with global and local organizations to navigate the challenges that technology poses.
Risk Consulting
Our Risk Consulting team provides audit and advisory services to insurance companies and banks.
We advise clients on a broad range of topics on their CRO’s agenda, focusing on modelling and management of financial risks (market, credit, liquidity) as well as non-financial risks such as operational risk, supporting their risk function transformation journey.
In addition, the team performs audit engagements analyzing regulatory requirements (Basel/FINMA) and assessing compliance in the areas of risk measurement, risk management, reporting and capital adequacy.
Accounting Advisory
KPMG’s Financial Services Accounting Advisory team is perfectly positioned to provide our clients with tailor-made solutions.
Our Accounting Advisory experts are specialized in providing support in IFRS, accounting for banks and insurance companies, and the Swiss Code of Obligations. The team combines in-depth accounting knowledge with practical experience to help clients meet industry-specific accounting challenges.
Legal, Regulation & Compliance
Our Legal, Regulatory & Compliance team consists of a diverse mix of experts (lawyers, economists, auditors) who advise financial services providers on services covering all relevant financial market laws (banking, asset management and insurance), including licensing and liquidation advisory.
We support our clients in adhering to compliance guidelines and embedding them sustainably within the company’s culture.
Actuary
Our Actuarial practice works with other KPMG technical and sector specialists to help insurance clients prepare for the future with a focus on automation and data science tools and techniques.
The Actuary team shows insurance companies how they can optimize their business models to remain competitive in a complex market.
In addition to support from the KPMG Audit team, we advise clients on the implementation of enterprise risk management (ERM) systems, new accounting procedures, provisioning policy and solvency requirements.
Financial Services Tax
Financial services institutions are increasingly exposed to the challenges of today’s complex tax environment. Successfully navigating this landscape requires custom-made tax advisory solutions.
Our interdisciplinary team possesses the required knowledge of national and international taxes and a profound understanding of today’s business and regulatory environment.
We assist clients across a wide range of topics and have extensive experience advising financial services institutions, including banks, asset managers, insurance companies, trust companies, pension funds, financing/leasing companies and trading companies.
Are you interested in a career in Tax? Find all information regarding the training to become a Certified Tax Expert here.