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    Balance Sheet Optimisation

    Balance Sheet Optimisation. Buying or selling assets or businesses, raising new prudential capital, supporting growth with securitisation for funding capital or risk management, hedging and higher return asset strategies. Assessing regulations to manage all these things dynamically. Improving product distribution.

    Introduction

    Our clients are constantly looking to optimise their balance sheets for profit, funding and risk. 

    To achieve this, they refine asset and funding strategies, buy assets or businesses, raise new prudential capital, and support growth through securitisation.

    Our clients require an adviser with the breadth to look across all the options, weigh the risks and provide best execution.

    An adviser who understands the dynamic regulatory backdrop.  

    This is the power of KPMG balance sheet optimisation.

    Marcus Evans

    Partner, Financial Services Deal Advisory

    KPMG in the UK

    Propositions


    Alec Innes

    Partner, Financial Risk Management

    KPMG in the UK

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    As regulatory landscapes evolve, banks must navigate increasing capital requirements and regulatory fragmentation, necessitating sophisticated capital generation tools for efficient balance sheet management.

    Alec Innes
    Partner, Financial Risk Management
    KPMG in the UK

    Marcus Evans

    Partner, Financial Services Deal Advisory

    KPMG in the UK

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    Banks are actively seeking to reduce risk weighted assets and enhance velocity amid the evolving regulatory landscape, with Basel 3.1 set to fundamentally reshape balance sheet management practices.

    Marcus Evans
    Partner, Financial Services Deal Advisory
    KPMG in the UK

    Nicholas Mead

    Partner, Financial Services

    KPMG in the UK

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    With impending reforms like Basel 4 adding to financial resource pressures, the need for a range of tools to actively and dynamically manage the balance sheet has only increased and will be a key differentiator in driving improved performance and ultimately improved returns.

    Nicholas Mead
    Partner, Financial Services 
    KPMG in the UK

    Caroline Nurse

    Partner, Financial Services Deal Advisory

    KPMG in the UK

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    The urgency for balance sheet optimization has intensified due to shifts in global interest rates, coupled with the fallout from recent bank failures and impending regulatory responses across the US, UK, and EU.

    Caroline Nurse
    Partner, Financial Services Deal Advisory
    KPMG in the UK

    Anton Krawchenko

    Managing Director, Debt Advisory

    KPMG in the UK

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    Despite the high rate environment, securitisation remains a popular tool to fund organic portfolio growth, while interest in purchasing forward flow for inorganic growth is now widespread.

    Anton Krawchenko
    Managing Director, Debt Advisory
    KPMG in the UK


    KPMG UK Financial Services Update 4Q24

    An update on recent activities across debt, M&A, economy and securitisation markets.


    Our financial services insights

    Securitisation and balance sheet optimisation

    The current state of the market, trends and the high-level impact of the regulatory shift

    Challenger banks and building societies: outlook for capital and liquidity

    The impact of the PRA’s Strong and Simple regime, the ‘Edinburgh’ reforms and Basel 3.1

    Securitisation services

    Supporting debt capital markets, collateralised funding, significant risk transfer transactions and portfolio trades.


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    Our people


    Get in touch

    Read enough? Get in touch with our team and find out why organisations across the UK trust us to make the difference.

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