The wealth management industry’s defining question has become “how to win?” in terms of growth, profitability, and sustainable competitive advantage.

Olaf Toepfer

Global Center for Wealth Management Founder & Leader

Passionate about shaping the wealth management industry of tomorrow.

Olaf Toepfer (OT) has founded and leads the EY Global Center for Wealth Management (GCWM) besides leading EY’s Banking & Capital Markets business in Switzerland. He is a member of the Swiss Financial Service Organization Leadership Team. Olaf Toepfer joined EY in 2014.

With a dedicated focus on wealth management for over 30 years, Olaf gained an in depth understanding of banking and specifically the wealth and asset management industry working with clients across Europe, Asia Pacific, and the Americas. Olaf is focused on strategic innovation and business model design, profitable growth and sustainable efficiency improvement..

How Olaf is building a better working world

Olaf leads with ambition to inspire, innovate and enabler transformers in the industry. This has led him to be the founder of the GCWM, where he hopes to create thought leadership that will help clients rethink the future of wealth management through the access of market and client intelligence, strategic concepts and innovation – enabling them to create greater value for clients, stakeholders and society.

Under his leadership EY and the University of St. Gallen (HSG) have founded the Swiss think tank “Redesigning Financial Services” (RFS). RFS is sponsored by leading Swiss and global Financial Services institutions and recognized as a community of next-generation leaders.

 

Our latest thinking

Delivering 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

2023 Global Wealth Research Report

The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

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

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
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