Financial Services

We can help you stay focused on the future of financial services - one that is stronger, fairer and more sustainable.

Now more than ever, as we plan for a post-COVID-19 world, financial services will need to harness the power of technology to transform and grow, while meeting future customer expectations.

Our strength lies in the proven power of our people and technology, and the possibilities that arise when they converge to reframe the future. Our deep sector knowledge combined with a holistic point of view delivers true value from strategy through to implementation. Whether your business challenge is simple or complex, small or large, we can be trusted to deliver solutions that work - today and tomorrow.

We are helping clients build stronger and more sustainable financial services. It’s how we play part in building a better working world.


Regulatory Update Swiss Financial Services – Summer 2024 edition

Discover the latest EY Regulatory Updates which provide an overview on the most important regulatory developments affecting financial institutions in Switzerland.

Our latest thinking

Q4 2024: How did the Swiss valuation parameters and the European M&A volume develop?

This publication provides information on market multiples and cost of capital fundamentals by sector for firms listed in the Swiss All Share Index.

10 Mar 2025 Hannes Schobinger +1

Faced with insider threats, how do you strengthen defenses from within?

Learn why ethical leadership, an environment of trust and a culture of accountability are key in protecting financial institutions from insider threats.

21 Feb 2025 Madhumita Jha

How insurers can accelerate value creation from gaps to gains

Wherever there’s a protection gap, insurers have opportunities to innovate and grow. Read more of the 2025 Global Insurance Outlook findings.

30 Jan 2025 Isabelle Santenac +3

Banking Barometer 2025 - Balance

EY Banking 2025 report indicates Swiss banks may see lower profits ahead but remain confident in their long-term business model.

09 Jan 2025 Patrick Schwaller +2

Highlights from the 2024 EY European Financial Services AI Survey

2024 EY survey reveals 90% of EU finance firms adopt AI with plans to up GenAI spend, facing training, ethics, and regulatory challenges ahead.

18 Dec 2024 Roger Spichiger

Risks and benefits of generative AI in the financial sector

FINMA expects the financial industry to mitigate certain AI risks. Get EY’s recommendations across governance, reliability, transparency and non-discrimination.

16 Dec 2024 Darko Stefanoski +1

How can alternative fund managers shape new horizons of opportunity?

Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.

11 Dec 2024 Jessica Bloom +1

How Reverse Solicitation is Shaping Crypto Assets Investments?

This article will describe how the guidelines of the European Securities and Markets Authority (ESMA) is dealing with reverse solicitation under the MiCA.

06 Dec 2024 Darko Stefanoski

CRD VI: Key Takeaways and Actions for Swiss Banks in the EU

As Swiss banks navigate the prudential requirements and exceptions of CRD IV, we help you understand how to stay compliant and ahead of the competition.

02 Dec 2024 Silvia Devulder +1

Q3 2024: How did the Swiss valuation parameters and the European M&A volume develop?

Valuation Market Essentials Switzerland – What key highlights did we observe in Q3 2024?

19 Nov 2024 Hannes Schobinger +1

Future of Swiss retail banking: challenges and opportunities to 2035

Swiss retail banks are established and robust, but are aware that innovation and change are needed to address future challenges successfully.

19 Sept 2024 Prof. Dr. Andreas Blumer +1

Q2 2024: How did the Swiss valuation parameters and the European M&A volume develop?

Valuation Market Essentials Switzerland - what key highlights did we observe in Q2 2024?

27 Aug 2024 Hannes Schobinger +1

How do you go from compliance to experience in cross-border banking

A robust cross-border framework is essential for financial institutions seeking to boost efficiency and reduce risk.

05 Aug 2024 Darko Stefanoski +2

New Swiss transfer pricing guidance

Additional guidance offers insights into the treatment of transfer pricing adjustments in Switzerland and their tax impact.

03 Jul 2024 Francisco Palacios

Q1 2024: How did the Swiss valuation parameters and the European M&A volume develop?

Valuation Market Essentials Switzerland - what key highlights did we observe in Q1 2024?

05 Jun 2024 Hannes Schobinger +1

Spotlight on SFTA guidance regarding intercompany financial transactions

The transfer pricing Q&A provides welcome clarification of intercompany loans in the TP context.

31 May 2024 Francisco Palacios +1

SFTA New Q&A on Transfer Pricing Guidance

Additional transfer pricing guidance offers important insights into Swiss practice and the interpretation of international rules.

02 May 2024 Francisco Palacios +2

The EU AI Act: What it means for your business

The EU regulation for artificial intelligence is coming. What does it mean for you and your business in Switzerland?

15 Mar 2024 Konrad Meier +1

7 questions for actuaries in an AI-enhanced world

AI will reshape the actuarial profession, boosting capabilities and broadening activity scope.

06 Mar 2024 Florian Liebe

Regulatory highlights in the financial services sector – Winter edition 2023/2024

EY’s Regulatory Update provides a clear and forward-looking view of regulatory developments of relevance to financial institutions.

05 Mar 2024 Darko Stefanoski +1


    Sustainability in financial services

    Discover how we are building a better financial services industry – one that is stronger, fairer and more sustainable.

    Explore more

    EY Nexus for Financial Services

    EY Nexus accelerates innovation, unlocks value in ecosystems and powers frictionless customer experiences.

    Explore more



    Explore our case studies

    Transforming a private bank for customer centricity and innovation

    EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.

    21 Jul 2023 Olaf Toepfer

    How the right conversations can empower finance transformation strategies

    Companies need more open dialog about how to effectively implement new technology. Finding the headspace for these conversations is key.

    29 May 2023 Janine Donelly +2

    How data modernization can benefit advisors and clients

    Creating a modern data architecture has enabled a wealth manager to provide a consistent digital experience. Learn more in this case study.

    28 Sept 2022 Gurdeep Batra +2

    How technology is reducing trade finance risk and compliance costs

    EY’s Trade Risk Analytics Compliance Kit helps global banks to combine analytics with risk management to increase automation.

    29 Jul 2020 Andrew Gilder +1

    Redefining the insurance industry through digital transformation

    We help build a digital NewCo based on simplicity, transparency and trust.

    01 Jun 2020

    How Cognitive Investigator is taking a bite out of financial crime

    Discover how EY teams helped a global bank implement advanced technologies to improve quality and consistency as they fight financial crime.

    15 May 2019 Jake Jacobson +2

      Ecosystems in Financial Services

      Explore how harnessing the power of digital ecosystems can make finance effortless and create value for all stakeholders.


      The team


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