We’re at an inflection point in which convergence is creating value at the intersection of industries. Partnering with companies from other sectors can help wealth and asset managers succeed.

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.

As EY Global Leader of Wealth & Asset Management, Mike is responsible for the execution of our strategy. Working alongside talented teams, he travels the world to help clients address entirely new questions, devise and execute the right strategies and optimize their capabilities as they navigate a time of exponential change.

With over 27 years of industry experience, Mike has served as the lead client service partner for many large, well-known traditional and alternative wealth and asset management organizations.

He received a BS in Accounting from the University of Nebraska – Lincoln.

How Mike is building a better working world

Mike is committed to helping EY clients embrace a diversity of views to inspire new thinking, execute strategies and strengthen trust with investors. His focus is on helping clients develop the right models, the right processes and the right mindset to stay competitive. A frequent blogger on LinkedIn, he shares his views on the wealth and asset management industry’s opportunities in hopes of achieving better outcomes for the industry and its end clients.

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

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

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

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 +2
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