Urs Palmieri

EY Americas and Switzerland Wealth & Asset Management Consulting Leader

Transformation leader. Driven by innovation and change. Focused on execution. Advocate of diversity and inclusion. Global citizen and traveler. Husband and father.

As a Partner of EY, Urs gained a holistic perspective of the wealth and asset management industry by working with our clients across Asia Pacific, Europe, and the Americas. With his understanding and experience of the financial industry, Urs is focused on enabling growth and innovation by creating long-term value for people, clients, and society. 

Having worked with technology- and global financial services organizations for more than two decades, he advises on business-led and technology-enabled transformations with a focus on strategy, operating model design, and transformation execution across the value chain of wealth and asset management organizations. 

Besides his wealth & asset management sector role, Urs also leads EY’s Global Center of Wealth Management. 

How Urs is building a better working world

“In my role, I have the privilege to shape the future of the wealth & asset management industry, which is facing fundamental changes in client expectations, shifts in competition, technology-driven innovation, and pressure to improve sustainable long-term value. My position comes with the responsibility to support organizations, teams, and talents to be better tomorrow by working better today.”

Urs's 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 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 +1

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 Mike Lee +2

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

24 Apr 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
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