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.
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Wealth & Asset Management
We help investment firms anticipate what’s after what’s next.
Our latest thinking
Four regulatory shifts financial firms must watch in 2026
Our Global Financial Services Regulatory Outlook has four regulatory priorities to drive financial institutions' focus in 2026. Download the report.
How intra-generational transfers disrupt inter-generational strategies
Get detailed insights into the shape of global wealth transfers intra-generationally, and into the views and plans of Baby Boomer inheritors.
How wealth managers can leverage complexity for competitive advantage
Client sentiment is shifting. Learn how wealth managers can respond with targeted improvements in financial and non-financial services.
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.
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.
Five priorities for winning with GenAI in wealth and asset management
Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.
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.
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?
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?
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
Six ways asset managers can prepare for an uncertain future
Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.
Can resilience shape a shifting landscape?
Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.
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.
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 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 EY can help
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EY-Parthenon Financial Services Strategy Consulting can help create value for banking and capital markets, wealth and asset management, and insurance firms.
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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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EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
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