Wealth & Asset Management

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

Featured Thinking

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Our latest thinking

    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

    Explore our case studies

    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.

    Paul Kelly

    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.

    Gurdeep Batra + 2

      How EY can help

      • EY Nexus for Wealth and Asset Management

        A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.

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      • Strategic cost transformation

        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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      • Technology-enabled transformation

        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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      • Operational efficiency

        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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      • WAMapps

        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

        EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.

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      The team

      David Hurd

      EY Canada National Wealth Management Leader
      Passionate about wealth and asset management, FinTech and Canada’s contribution to the industry. Proud father and husband. Avid skier and golfer.
      Toronto, CAN

      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

      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
      Contact us
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