Skip to content

Wealth & Asset Management

We help investment firms anticipate what’s after what’s next.

Wealth and asset managers are experiencing a time of exponential change. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless.

From data and AI, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.

We help you re-think everything from pricing and operating models to coopetition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it.

Ultimately, our work helps you not just stay competitive, but change investing for the better.

Our latest thinking

Five priorities for winning with GenAI in wealth and asset management

Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.

12 Mar 2024 Mike Lee + 2

How will wealth managers deliver personal service in a virtual world?

The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. How can wealth managers harness the potential benefits?

11 May 2023 Mike Lee + 3

How can today’s millennial investors drive tomorrow’s business growth? 

The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?

24 Apr 2023 Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

24 Apr 2023 Mike Lee + 3

Six ways asset managers can prepare for an uncertain future

Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.

02 Feb 2023 Mike Lee + 2

Can resilience shape a shifting landscape?

Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.

15 Nov 2022 Natalie Deak Jaros + 3

    2023 EY Global Wealth Research Report

    Take a more detailed look at the drivers putting money in motion, together with a range of potential strategic responses.

    Request the report

    Discover EY Nexus for Wealth and Asset Management

    A transformative solution that helps wealth and asset managers use a digitally enabled, scalable platform to design, develop and launch new products at the speed of opportunity.

    Discover more
    Young businesswoman reading emails on smartphone while riding on escalator

    Explore our case studies

      How EY can help

      The team

      Hermin Hologan

      EY EMEIA Wealth & Asset Management Leader
      Wealth and asset management advisor. Champion for anti-racism and DE&I. Father. Keen golfer.
       

      Jun Li

      EY Global and Americas Wealth & Asset Management Leader
      EY Global and Americas Wealth & Asset Management Leader; brings 25 years of experience in financial services; works with credit funds, private equity, sovereign wealth and international banking.
      New York, USA

      Elliott Shadforth

      EY Asia-Pacific Wealth & Asset Management Sector Leader
      Leader and educator in financial services. Avid amateur athlete. Proud husband and father of three.
      Sydney, AUS
      Contact us
      Like what you’ve seen? Get in touch to learn more.

      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.