EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
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Wealth & Asset Management
EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.
Our latest thinking on Wealth & Asset Management
How growth leaders approach marketing
Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn more.
The transformation imperative: generative AI in wealth and asset management
Wealth and asset management must focus on foundational areas as they embed generative AI into core business operations and drive transformative change.
How US asset owners think asset managers should address ESG
Strategies for asset managers to attract asset owners for environmental, social and governance (ESG) and sustainability funds in the United States.
Considerations when forming a business development company
Asset managers considering entering the BDC space should understand the increased burden associated with doing so.
The future of finance: perspectives from embedded finance enablers
A market survey by Ernst & Young LLP (EY US) reveals opportunities for embedded finance providers, with benefits for customers and financial intermediaries. Read more.
How tokenization in asset management is driving meaningful opportunity
Tokenization has gained significant traction throughout the financial services industry, particularly in the asset management sector. Learn more.
SEC marketing rule and GIPS: what advisers need to know
We provide more information about the new rule and compare and contrast it with the Global Investment Performance Standards. Learn more.
Explore EY's Wealth and Asset Management case studies
How a modern CRM platform can help transform a firm’s business model
An end-to-end transformation of a wealth management company’s CRM platform is creating powerful tools to provide hyper-personalization.
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.
How wealth managers transform service models efficiently
EY helped a global wealth manager create innovative services and initiate a digital transformation to support its client-first ambition. Learn more.
How standardization can build a platform for growth
Across three continents, a leading asset manager bridged the gap by building a truly global operating model.
How transforming the front office can build a platform for growth
EY teams helped a leading asset manager redesign its front-office operations, technology, and workflow.
How EY can help
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Not giving tax the attention it deserves on digital issues could increase the risks for organizations. Read more.
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WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows.
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Our integrated suite of tools helps you stay informed with new and evolving international taxation regimes.
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The Wealth & Asset Management team
Jun Li
EY Americas Wealth & Asset Management Co-leader
Passionate about diversity and inclusiveness, mentoring and sponsorship. Loves beach vacations with family, relaxing with a good book and watching his young daughter win chess matches.
New York, USA
Mike Lo Parrino
EY Americas Wealth & Asset Management Co-leader & Financial Services Organization Private Equity Leader
Purpose-driven leader bringing the broad power of EY to clients. Relationship builder, problem tackler, devoted husband and proud dad.
New York, USA
