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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
How government can keep Australian fintechs powering the economy
The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.
29 Nov 2023
Malia Forner
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
How can the net zero transition create a nature-positive advantage?
Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.
22 Nov 2023
Dr. Steve Hatfield-Dodds
How COP28 can inspire meaningful climate action
This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.
16 Nov 2023
26m
Are you reframing the future of asset management or is it reframing you?
AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.
23 Sept 2023
Gurdeep Batra
EY Financial Services Law Webcast Series - October 2023
In this webcast, our EY Panellists discussed recent legal and regulatory developments impacting financial services professionals, with a particular focus on climate change and sustainability.
25 Oct 2023 | your local time
How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience
In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.
07 Sept 2023
Rody Posthuma
EY Nexus: business transformation platform for financial services
EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.
07 Sept 2023
EY Financial Services Law Webcast 2023
At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.
02 May 2023 | your local time
Explore our case studies
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 wealth managers transform service models efficiently
EY helped a global wealth manager create innovative services and initiate a digital transformation to support its client-first ambition. Learn more.
02 Jul 2021
Thierry Groues
How transforming the front office can build a platform for growth
EY teams helped a leading asset manager redesign its front-office operations, technology, and workflow.
18 Jun 2021
Anil Kant
How standardization can build a platform for growth
Across three continents, a leading asset manager bridged the gap by building a truly global operating model.
01 Jul 2021
Thomas Arnold
How a modern CRM platform can help transform a firm’s business model
An end-to-end transformation of a wealth management company’s CRM platform is creating powerful tools to provide hyper-personalization.
30 Jan 2023
Paul Kelly
How EY can help
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A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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Our team can help wealth managers and private banks transform and grow their business. Find out more.
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Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain.
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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.
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We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
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We help you forge stronger client relationships built on performance, engagement and trust.
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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.
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EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.
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