Featured Premium Sponsor October 2024: PwC

As the largest professional services firm in Ireland, and the only Big Four firm with a dedicated Asset and Wealth Management (AWM) practice, PwC offers a comprehensive range of assurance, tax, and advisory services to meet the diverse needs of their clients.

PwC’s mission is to build trust in society and solve important problems. They focus on the primary challenges facing clients and organisations today: the need to transform in response to significant shifts, including technological disruption, climate change, geopolitical instability, and social unrest, and the need to establish trust, which has become increasingly fragile and difficult to earn.

Their formula is simple: they deliver bold ideas, human-led and tech-powered solutions, and meaningful experiences that yield real-life results.

Within their AWM group in Ireland, PwC has 26 partners supported by over 500 staff, all specialising in the AWM industry. Globally, they have an additional 22,000 asset management experts. As the leading professional services provider in AWM in Ireland, they offer deep expertise and experience to assist with your audit, tax, risk assurance, regulatory, consulting and advisory needs.

Environmental, Social, and Governance (ESG) is a complex issue for businesses, requiring compliance with regulations, risk management and essential data capture. Alongside ESG, PwC also focuses on critical areas such as the Corporate Sustainability Reporting Directive (CSRD), Sustainable Finance Disclosure Regulation (SFDR), managed services, the Digital Operational Resilience Act (DORA), and connected compliance. Leveraging their intelligent technologies, extensive knowledge and global network, they help their clients meet regulatory requirements, consumer expectations and investor demands.

Visit PwC’s AWM website for market-leading thought leadership. For example, their latest ETFs 2028: Shaping The Future report found that global exchange-traded fund (ETF) assets under management reached nearly $11.5 trillion by the end of 2023, with projected growth to over $19.2 trillion by June 2028. Key trends include the rise of active ETFs, demand for bitcoin ETFs, and the critical role of technology in sustaining returns. For more market-leading research and analysis, visit pwc.ie.

 If you have any AWM questions or challenges, contact the PwC Partners: Mary Ruane, Trish Johnston, Andrea Kelly, Marie Coady, Liam O’Mahony, or Paul Martin. They are here to help and would be delighted to hear from you.

Sustainability Reporting in Asset Management: Barriers and Benefits