2023 EY Global Wealth Research Report

Discover how wealth managers can adapt amid market volatility and global uncertainty to help clients navigate their financial goals.

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Key insights from our global research

How will wealth managers deliver 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?

Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

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?

Mike Lee + 3

    2023 EY Global Wealth Research Report

    As the industry experiences a time of exceptional change, our survey reveals unique client insights and explores industry responses.

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    Explore our case studies

    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.

    Mike Lee + 2

    How privacy and consent built customer trust for a financial institution

    EY Nexus for Banking helped a financial institution with a privacy initiative that uses transparency to build trust and brand loyalty. Read the case study.

    David Deane + 4

    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.

    Gurdeep Batra + 2

    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.

    Thierry Groues

      How EY can Help

      The team

      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.
      New York, USA

      Jan Bellens

      EY Global Banking & Capital Markets Sector Leader
      Passionate leader on innovation in financial services, especially in emerging markets. Global citizen. Keen traveler.
      New York, USA

      Mark Wightman

      EY UK Wealth & Asset Management Transformation Leader
      Leveraging technology and cultural change. Driving the future of Wealth and Asset Management. Global traveler. Thought leader. Educator. Father.
      London, GBR

      EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.