Wealth & Asset Management

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

Featured Thinking

Portrait of multigenerational family gathered at dining room table for birthday dinner

Our latest thinking

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?

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?

Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

Mike Lee + 3

How European financial firms can better manage volatility risk

For financial institutions (FIs), managing short and long-term volatility risks across strategy and operations will be key to their success. Read more.

Tom Groom

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.

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.

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

      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.
      New York, USA

      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 and Asset Management 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

      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.