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 +3

How financial services can mobilize capital to deliver net zero

Learn how financial services firms can mobilize the capital flows needed to deliver net zero.

01 Dec 2021 James Maher

How sustainable finance can help decarbonize the real economy

To fund sector-specific net zero transition pathways, financial institutions need to deepen their knowledge of the businesses they finance. Read more here.

30 Nov 2021 Gill Lofts

FS firms turn carbon ambition into action

Credible decarbonization plans are critical to reducing emissions, scaling up climate solutions and building momentum among stakeholders. Learn more.

26 Oct 2021 Shaun Carazzo +1

Where are wealth and asset managers on their sustainability journey

The industry has both a responsibility and an opportunity to play a pivotal role in enabling the transition to a more sustainable future. Learn more.

18 Oct 2021 Gill Lofts +1

    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.


    Contact us
    Like what you’ve seen? Get in touch to learn more.
    You are visiting EY ie (en)
    ie en