Finance, Treasury & Securitization

Every organization aims to achieve financial stability, but this can be difficult with the constantly evolving regulatory landscape and rising tax requirements. However, we can help you overcome these challenges and take advantage of opportunities by providing tailored solutions that take into account your inique circumstances, needs, and goals.

How?

Our team is specialized in the Financial Services and Insurance Industry with more than fifteen years of tax experience in serving clients in the industry. We are privileged to work with a wide client base, ranging from many of Greece’s leading corporate organizations to the most complex financial institutions, insurance companies and investment funds.

 

Discover our services

What we offer

Our dedicated Financial Services tax teams have been engaged in a number of projects including:

  • On call tax support.
  • Advice of tax aspects of financial products.
  • Local and International restructurings.
  • Distressed assets sale.
  • Support and assistance in Tax Audits.
  • Tax Compliance Reports (“Tax Certificates”).
  • Tax Litigation

 

How we support you

Our Financial Services Advisory team provides tax services to all systemic Greek banks, Financial Leasing companies and NPL servicers. 

We have created value through tax structuring and implementation of transactions regarding:

  • Carve-out of the banks’ NPL sectors

  • Carve-out of the “good” banking sector

  • Carve-out of the Banks’ merchant acquiry business.

  • Transactions on banking assets, financial leasing, and real estate portfolios.

We also provide annual Tax Compliance Report to NBG in frame of audit annual financial statements.

Our Tax DD practice has been engaged in many transactions involving listed companies and / or Financial Services sector

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Expect a better experience

When we work with you we commit to delivering a simpler, faster, smarter experience. It means a passionate team of solvers, powered by smarter tech – for an entirely different type of experience. One with the power to simplify and accelerate your business.

 

The overall value you benefit from

  • We have extensive experience in implementation projects from the assessment and requirements analysis phase through to system implementation.

  • We have successfully delivered end – to – end solutions (from design to execution) to our clients and so we have a deep and diverse knowledge of appropriate technologies and software or tools vendors.

  • We know and understand the business and the banking environment in Greece. Our deep understanding of the environment in Greece will be a key part of the value we bring to this engagement, and it is considered a key requirement for the success of this project.

  • We have deep experience in business analysis and regulatory compliance projects with the top-tier financial institutions in Greece and abroad. PwC’s proven track record and visibility in the Greek financial services community continues to solidify us as thought leaders.

  • We have experience working in Greece with every category of financial institution and we understand the unique as well as the common challenges posed by business and regulation.

  • We engage a blended implementation team with leads and members that have the necessary capabilities to deliver our work. We also bring together subject matter experts with extensive experience in various subject matters, including transactions.

Contact us

Fredy Yatracou

Fredy Yatracou

Partner, FS Tax and Real Estate Platform Leader, PwC Greece

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