NextWave Financial Services: Financial Well-being

To succeed with tomorrow’s consumers, financial services must become a data-driven, differentiated and hyper-personalized experience.

How EY can help

The team

Paul Battista

EY Canada Managing Partner, Financial Services
Experienced change and transformation leader. Culture vulture. Committed to improving the lives of youth and the disadvantaged.
Toronto, CAN

Jan Bellens

EY Global Banking & Capital Markets Sector Leader
Passionate leader on innovation in financial services, especially in emerging markets. Global citizen. Keen traveler.
New York, USA

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

Alex Birkin

EY EMEIA Financial Services Consulting Leader and Managing Partner
Focused on creating the world’s leading transformation consultancy, trusted to help EY clients generate long-term value. Passionate about cars. Keen golfer. Husband and father of three.
London, GBR

Peter Manchester

EY Global Insurance Solutions Leader
Leader in insurance transformation and strategy. Active interest in new entrants. Uses leading-edge technology to transform the customer experience and insurance landscape.
London, GBR

Nadine Mirchandani

EY Global Deputy Vice Chair – Strategy and Transactions
Over 20 years of experience in leading financial services, corporate and private equity transactions. Advisor to both sell- and buy-side.
New York, USA

David Lambert

EY Global Insurance Strategy and Transactions Leader
Helping clients to assess the merits of investing into, or divesting of, companies in the insurance sector.
London, GBR

Charlie Alexander

EY MENA Financial Services Leader
Experienced global financial services professional. Worked in Europe, Asia-Pacific and MENA. Building lasting relations by doing the right thing. Travel and sports fan. Husband and father of three.
Dubai, ARE

Jeff Soar

EY Global Law Leader
EY Global Law Leader with over 25 years of experience. Rugby and cricket fan. Lives in the countryside with wife and son. Loves the great outdoors.
London, GBR

Keith Pogson

EY Global Assurance Leader, Banking & Capital Markets and EY Asia-Pacific Financial Services Senior Partner
Financial services advisor. Thought leader. Public speaker. HKICPA and ICAEW Fellow. Active advocate for gender equality.
Hong Kong SAR,
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