Wealth & Asset Management

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

Our latest thinking

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.

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.

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.

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.

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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.

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.

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.

EY Nexus: business transformation platform for financial services

EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

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.

    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

    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.

    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.

    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.

    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.

    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.



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