EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
Select your location
Local sites
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
Top 10 resolutions for wealth and asset management success in 2025
Our global outlook highlights 10 resolutions that wealth and asset managers should take to drive growth in 2025.
28 Jan 2025
Jun Li
How can alternative fund managers shape new horizons of opportunity?
Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.
11 Dec 2024
Jessica Bloom
How do you go from compliance to experience in cross-border banking
A robust cross-border framework is essential for financial institutions seeking to boost efficiency and reduce risk.
05 Aug 2024
Darko Stefanoski
Harnessing the power of AI to augment human investment decision-making
See how we helped an asset manager deploy new technologies to build agility and create competitive advantage.
15 May 2024
EY Global
How to navigate the US$18t wealth management challenge
Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.
11 Apr 2024
Olaf Toepfer
If fund tax reporting is not your core business but high need; what’s your approach?
Why funds are working with external partners to enhance quality in fund tax reporting and devote their time to strategic topics.
16 Feb 2024
Rolf Geier
Why should financial institutions be on a mission to reduce emissions?
Accelerating decarbonization is urgent. Learn why private sector institutions must play a key role in addressing the current shortfalls in climate finance.
08 Nov 2023
Gill Lofts
Transforming a private bank for customer centricity and innovation
EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.
21 Jul 2023
Olaf Toepfer
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
How can companies tackle complexity drivers to achieve profitable growth and scalability?
Revamping operating models is crucial for companies to stay competitive. Read on to discover why and how it can be accomplished.
03 May 2023
Urs Palmieri
The L-QIF the new Swiss fund for qualified investors
An introduction to the new Swiss fund, the L-QIF, what it brings to asset managers and how it compares with its Luxembourg cousin the RAIF
03 May 2023
Silvia Devulder
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
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
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
24 Apr 2023
Mike Lee
Why GIPS® are a must for asset managers
GIPS® are globally accepted standards considered industry best practice for investment performance reporting and presentation.
22 Mar 2023
Susanne Klemm
Six ways asset managers can prepare for the future
Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.
02 Feb 2023
Mike Lee
Paving the way to a centre for sustainable finance
Shape the future with Swiss sustainable finance. EY insights pave the way to a greener financial hub. Embark on a sustainable journey to learn more.
27 Jan 2023
André Kohler
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.
28 Sept 2022
Gurdeep Batra
2022 challenges for Swiss Asset Managers: New code of conduct rules
Year 2022 marks the end of the transitional period for new Swiss requirements explored in this series.
10 May 2022
Silvia Devulder
Initial Margin: are you ready for the final sprint?
With only six months to go to Phase 6 (Sept 2022), the lead time to completion and the scale of efforts should not be underestimated.
24 Mar 2022
Silvia Devulder
Explore our case studies
Transforming a private bank for customer centricity and innovation
EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.
21 Jul 2023
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.
28 Sept 2022
Gurdeep Batra
How EY can help
-
EY-Parthenon wealth and asset management consulting teams help clients improve their investments’ value through strategic opportunities and threat identification for a sustainable future.
Read more -
A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
Read more -
Our team can help wealth managers and private banks transform and grow their business. Find out more.
Read more -
Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain.
Read more -
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.
Read more -
We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
Read more -
We help you forge stronger client relationships built on performance, engagement and trust.
Read more -
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.
Read more -
EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.
Read more -
EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
Read more
Direct to your inbox
Stay up to date with our latest insights.