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

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 + 3

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?

11 May 2023 Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

24 Apr 2023 Mike Lee + 3

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.

02 Feb 2023 Mike Lee + 2

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.

15 Nov 2022 Natalie Deak Jaros + 3

    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.

    Young businesswoman reading emails on smartphone while riding on escalator

    Explore our case studies

    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


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