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
We help investment firms anticipate what’s after what’s next.
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.
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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EY-Parthenon wealth and asset management consulting teams help clients improve their investments’ value through strategic opportunities and threat identification for a sustainable future.
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A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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Our team can help wealth managers and private banks transform and grow their business. Find out more.
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Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain.
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We help you effectively harness the power of technology to simplify, rationalize and centralize your firm’s operations, clearing the way to improve efficiency and extend product capabilities to attract new investments.
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We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
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We help you forge stronger client relationships built on performance, engagement and trust.
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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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EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.
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EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
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