Financial Services, EMEIA

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Featured Thinking

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At EY Financial Services, we share a single focus – to build a better financial services industry, one that is stronger, fairer and more sustainable.
Now more than ever, as we plan for a post-COVID-19 world, financial services companies will need to harness the power of technology to transform their operations at scale and speed, to provide the products and services the customer of the future will demand.
The strength of our EY teams lies in the power of our people and technology, and the possibilities that arise when they converge to reframe the future. With extensive knowledge in financial services transformation, we are driving innovation with risk and regulation insight. Helping companies become stronger and more sustainable.
This is how our EY professionals are helping to build long-term value for our financial services clients. It’s how we play our part in building a better working world.

All articles

How financial firms can prepare for the 2024 regulatory landscape

Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

Jan Bellens + 4

Why financial institutions should transform tax and finance functions

EY research shows banks, asset managers and insurance companies are reimagining their tax and finance functions. Read more.

EY Global

    Digital and tech transformation

    Cosa fare nel 2022

    Il tuo piano d'azione per la trasformazione del business per rendere il 2022 l'anno che riformula il futuro della tua organizzazione. Scopri di più.

    EY Italy

    The CFO Imperative: How do you transform data into insight?

    Finance leaders should accelerate an enhanced approach to environmental, social and governance (ESG) reporting. Find out more.

    EY Global

    How can banks transform for a new generation of customers?

    EY’s consumer banking survey reveals how banks need to transform to meet rising customer expectations. Find out more.

    Jan Bellens + 2

      Sustainability

        Cross-sector

        Why financial institutions should transform tax and finance functions

        EY research shows banks, asset managers and insurance companies are reimagining their tax and finance functions. Read more.

        EY Global

        Four steps financial institutions can take on the path to net zero

        Innovative decarbonization strategies linked to clients’ transition pathways are becoming vital to success. Learn more.

        Gill Lofts + 2

        How financial services can mobilize capital to deliver net zero

        Learn how financial services firms can mobilize the capital flows needed to deliver net zero.

        Tom Groom + 1

          Banking & Capital Markets

          How financial firms can prepare for the 2024 regulatory landscape

          Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

          Jan Bellens + 4

          Four enablers for harnessing the power of PayTech

          Payments providers need to consider customer experience design, risk, technology, and data and analytics to achieve smart growth. Read our latest article.

          Jan Bellens + 1

          As the Basel deadline nears, are banks up for the challenge?

          EY survey shows wide disparities in readiness and approach to Basel 3 Reforms as regulators increase scrutiny following bank failures. Discover more.

          Jared Chebib + 1

            Insurance

            Nine customer types defining the next wave of insurance

            Shifting consumer needs are an invitation for insurers to innovate in pursuit of growth and to stay ahead of new competitive threats. Read more.

            Chris Raimondo

            How insurance CFOs can embed ESG into finance and the wider business

            The sustainable finance for insurance CFOs publication outlines the key ESG considerations for the finance function and its broader role beyond reporting.

            James Tufts

              Wealth & Asset Management

              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.

              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?

              Mike Lee + 3

              How wealth managers can secure assets in flux

              Learn how asset movement creates opportunities for wealth managers.

              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.

              Mike Lee + 2

              How will you reframe the future of advice if today’s client is changing?

              Find out how wealth managers and private banks can enhance their clients’ lives using a blend of people and technology to deliver personalized advice.

              Jan Bellens + 3

                Discover what COP28 means for financial services

                COP28 closed with a landmark agreement — reducing fossil fuels and scaling up renewable energy sources. Explore the implications for the financial services sector, which will play a crucial role in delivering the finance required for the transition.

                Key takeaways (pdf)
                Roundup after Finance Day (pdf)

                Case studies

                How an established insurance company became digital-first

                UK insurer Hastings DIRECT wanted to rewrite the rules of its category by offering a seamless digital customer experience. Learn more about this case study.

                David Reid + 2

                Why human-centered thinking proved transformative for a global bank

                EY’s human-centered approach helped improve customer experience while ensuring multi-market regulatory compliance.

                Peter Neufeld + 1

                  Transforming financial services

                  EY Nexus is a business transformation platform optimized for financial services. It accelerates innovation, unlocks value in ecosystems and powers frictionless customer experiences.

                  Learn more

                  Sustainability in financial services

                  A sustainable world needs sustainable finance. We are helping to build a better financial services industry – one that is stronger, fairer and more sustainable by helping organizations to create value, accelerate the transition, and make a measurable difference.

                  Explore more
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                  EY ifb | Finance and risk transformation advice

                  Providing the finance and risk functions of banks and insurance companies with customized board solutions to help them transform.

                  Discover more

                  EY Alliances in Financial Services

                  Unlock new value in the Transformative Age with EY alliance and ecosystem relationships.

                  Learn more

                  How EY can help

                  Sustainable Finance

                  EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.

                  Read more

                  Service Leader

                  • A photographic portrait of Gill Lofts
                    Gill Lofts

                    EY Global Financial Services Sustainable Finance Leader

                  EY Financial Services EMEIA Webcasts

                  Our webcasts are a collaboration between EY and industry professionals covering a wide range of Financial Services topics.

                  Read more

                  EY Financial Services EMEIA Podcasts

                  Explore all the latest Financial Services podcasts from across EMEIA.

                  Learn more

                  Our leaders

                  Omar Ali

                  EY Global Financial Services Leader; EY EMEIA Financial Services Regional Managing Partner
                  Passionate about building a better financial services industry with EY people and clients. Champion for DE&I and helping the people to reach their potential. Board member at TheCityUK.
                  London, GBR

                  Martina Keane

                  EY EMEIA Financial Services Chief Operating Officer; EMEIA Deputy Regional Managing Partner
                  Accountancy leader. Innovation champion. Lover of the great outdoors.
                  Dublin, IRL

                  Hanne Kaerhoeg

                  EY EMEIA Financial Services Markets Leader
                  Focused on building and delivering client transformation for financial services businesses. Keen advocate for DE&I and the role of women in technology. Mother of three. Loves running and hiking.
                  Copenhagen, DNK

                  Anne-Marie Balfe

                  EY EMEIA Financial Services Talent Leader
                  Talent strategist. Business transformation enthusiast. Committed to development. Advocate for diversity, equity, and inclusiveness. Mom who loves running.
                  London, GBR

                  Alex Birkin

                  EY EMEIA Financial Services Consulting Leader and Managing Partner
                  Focused on creating the world’s leading transformation consultancy, trusted to help EY clients generate long-term value. Passionate about cars. Keen golfer. Husband and father of three.
                  London, GBR

                  Dr. Benoit Gerard

                  EY EMEIA Financial Services Strategy and Transactions Leader
                  Impact-driven strategic thinker with a technical edge. Passionate about financial services. Father of three daughters.
                  Diegem, BEL

                  Hermin Hologan

                  EY EMEIA Wealth & Asset Management Leader
                  Wealth and asset management advisor. Champion for anti-racism and DE&I. Father. Keen golfer.
                   

                  Tara Kengla

                  EY EMEIA Financial Services Public Policy Leader
                  Partner in UK CFO Consulting Services. Global experience in Banking. Active on diversity iniatives at EY and in the business community in London.
                  London, GBR

                  Loubna Lemaire

                  EY EMEIA Financial Services Tax and Law Leader
                  Tax lawyer. Advocate for diversity, equity and inclusiveness. Proud mother of two boys. Passionate about travel and culture.
                  Paris, FRA

                  Phil Vermeulen

                  EY EMEIA Financial Services Insurance Leader
                  Transformation leader and client relationship partner. Passionate about helping insurance clients fulfill their potential. Average runner; better cook. Father to twin boys.
                  Zurich, CHE

                  Bharat Mathur

                  EY EMEIA Financial Services (FS) Strategic Alliances Leader; EY Global FS Microsoft Alliance Executive Sponsor; UK FS Payments Leader
                  Leader focused on driving value for clients by embedding disruptive technology into their businesses. Bharat is married to Smita and likes to unwind with family or on the tennis court.
                  London, GBR

                  Nigel Moden

                  EY Global Banking and Capital Markets Leader; EY EMEIA Banking and Capital Markets Lead
                  Passionate believer in the banking industry as a force for good. Leading advocate for the talent agenda in EY. Builder of diverse teams. Avid cricketer.
                  London, GBR

                  Paul Noonan

                  EY EMEIA Financial Services Region Finance Leader
                  Finance leader and business advisor, driving better insights through analytics to facilitate better decisions. Husband. Father. Fitness enthusiast, golfer and rugby fan.
                  London, GBR

                  Claus-Peter Wagner

                  EY EMEIA Financial Services Assurance Leader
                  Committed to strengthen the confidence and trust in the financial markets. Top priorities are the development of EY people for the future and to deliver high quality work.
                  Eschborn/Frankfurt (Main), DEU

                  Anna Anthony

                  EY UK Managing Partner, Financial Services
                  Passionate about helping the financial services industry become a force for social good. Champion of creating a culture of equality where people feel they belong. Keen wildlife photographer.
                  London, GBR

                  Stefano Battista

                  EY Italy Managing Partner, Financial Services
                  Transformational leader. Growth-oriented. Inspirer and motivator. Husband and father.
                  Milano, ITA

                  Olivier Coekelbergs

                  EY Luxembourg Managing Partner, Financial Services
                  Passionate about Private Equity and mentoring talents. Loves fishing.
                  Luxembourg, LUX

                  Ralf Eckert

                  EY Germany Managing Partner, Financial Services
                  Passionate about digital and talent transformation. Advocate for diversity, equity and inclusion. Father to three children. Golf enthusiast.
                  Eschborn/Frankfurt (Main), DEU

                  Xavier Freynet

                  EY France Managing Partner, Financial Services
                  Focused on helping clients through innovation, transformation and long-term collaboration. Family. Rugby.
                  Paris La Défense, FRA

                  Thomas Griess

                  EY Germany Financial Services Strategy and Transactions Leader
                  Certified accountant and certified tax consultant. EY Germany Financial Services Leader. Passionate about tennis, golf, skiing and diving. Treasurer at the Lions Club.
                  Eschborn/Frankfurt (Main), DEU

                  Yannick Grécourt

                  EY Belgium Managing Partner, Financial Services
                  Innovative leader. Passionate about understanding clients. Curious about new technology. Energized by team success. Married sailor with two daughters.
                  Diegem, BEL

                  Bruno Patusi

                  EY Switzerland Managing Partner, Financial Services
                  Passionate business leader. Trusted auditor and advisor to the financial services industry.
                  Zurich, CHE

                  Colin Ryan

                  EY Ireland Financial Services Leader
                  Passionate about effective teaming and finding novel approaches to complex problems. Known for building high performing teams and a commitment to long-term outcomes for EY clients.
                  Dublin, IRL

                  Ana Salcedas

                  EY Portugal Financial Services Managing Partner, Ernst & Young, SROC
                  Responsible for building the Financial Services team in Portugal and Angola. Mother of two girls. Passionate about travelling and interacting with new people and cultures.
                  Lisbon, PRT

                  Dan Saunders

                  EY Channel Islands Managing Partner, Financial Services
                  Leads audits and services to Jersey, Guernsey and international clients. Passionate about helping people achieve their potential. Enjoys traveling. Husband and father of two.
                  St. Helier, JEY

                  Sven Tärnvik

                  EY Nordics Financial Services Managing Partner
                  Passionate about financial services and consulting. A “family man” with wife Tina and three children, living at Lidingö just outside Stockholm. Loves music. Pretty good cook and disastrous golfer.
                  Stockholm, SWE

                  Careers in Financial Services

                  Help us shape the future of financial services. If you have an appetite for innovation, creating growth and making a lasting impact, explore our opportunities today.

                  Find out more
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                  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.