We’re at an inflection point in which convergence is creating value at the intersection of industries. Partnering with companies from other sectors can help wealth and asset managers succeed.

Mike Lee

EY Global Wealth & Asset Management Leader

Spirited leader for wealth and asset management. Champion for change. Driven to produce better outcomes and simplify the complex. Passionate about family, friends and sports.

Areas of focus

As EY Global Leader of Wealth & Asset Management, Mike is responsible for the execution of our strategy. Working alongside talented teams, he travels the world to help clients address entirely new questions, devise and execute the right strategies and optimize their capabilities as they navigate a time of exponential change.

With over 27 years of industry experience, Mike has served as the lead client service partner for many large, well-known traditional and alternative wealth and asset management organizations.

He received a BS in Accounting from the University of Nebraska – Lincoln.

How Mike is building a better working world

Mike is committed to helping EY clients embrace a diversity of views to inspire new thinking, execute strategies and strengthen trust with investors. His focus is on helping clients develop the right models, the right processes and the right mindset to stay competitive. A frequent blogger on LinkedIn, he shares his views on the wealth and asset management industry’s opportunities in hopes of achieving better outcomes for the industry and its end clients.

Our latest thinking

How can harnessing the power of ecosystems make finance effortless?

Financial services companies can build ecosystems to create value for all stakeholders – but must transform their operations to deliver.

16 Jun 2022

How will you reframe the future of advice if today’s client is changing?

Find out how wealth managers and private banks can enhance their clients’ lives using a blend of people and technology to deliver personalized advice.

03 Mar 2022 Jan Bellens +3

How financial services can mobilize capital to deliver net zero

Learn how financial services firms can mobilize the capital flows needed to deliver net zero.

01 Dec 2021 Tom Groom +1

FS firms turn carbon ambition into action

Credible decarbonization plans are critical to reducing emissions, scaling up climate solutions and building momentum among stakeholders. Learn more.

26 Oct 2021 Shaun Carazzo +1

How wealth managers can help clients live their values now

Clients’ sustainability goals are evolving fast, and wealth firms must develop a deep understanding of their client’s purpose. Learn more.

22 Apr 2021 Nalika Nanayakkara +3

How digitalization can drive personalization in wealth management

Digitization is changing wealth relationships, but clients’ willingness to share data holds the key to ensuring that technology enhances personalization. Learn more.

22 Apr 2021 Nalika Nanayakkara +3

How to connect diverse experiences across wealth

The services clients need and value are changing fast. Can wealth providers adapt to a very different future? Learn more.

22 Apr 2021 Nalika Nanayakkara +3

Where will wealth take clients next?

Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences. Learn more.

22 Apr 2021 Nalika Nanayakkara +3
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