Wealth & Asset Management

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

EY Holistic Wealth Management Advice Whitepaper

Explore growth through holistic advice in wealth management amid industry challenges in the EY Whitepaper. Learn its value and delivery best practices.

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.


    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.

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    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.

    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.



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