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 and Asset Management
EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.
Our latest thinking on Wealth & Asset Management
How retail investors are making digital assets part of their lives
An EY-Parthenon survey of more than 1,000 retail investors shows that 64% already invest in digital assets or related products. Learn more.
Financial advisor compensation: The modernization of compensation platforms
By enhancing platform-based compensation management, wealth managers gain deeper insights into growth drivers and develop customized compensation plans.
Institutional sentiment points to increased adoption of digital assets
Institutional investors are adopting digital assets and increasing allocations in the coming years. Find out why.
How growth leaders approach marketing
Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn more.
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.
The transformation imperative: generative AI in wealth and asset management
Wealth and asset management must focus on foundational areas as they embed generative AI into core business operations and drive transformative change.
How US asset owners think asset managers should address ESG
Strategies for asset managers to attract asset owners for environmental, social and governance (ESG) and sustainability funds in the United States.
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.
Considerations when forming a business development company
Asset managers considering entering the BDC space should understand the increased burden associated with doing so.
The future of finance: perspectives from embedded finance enablers
A market survey by Ernst & Young LLP (EY US) reveals opportunities for embedded finance providers, with benefits for customers and financial intermediaries. Read more.
How tokenization in asset management is driving meaningful opportunity
Tokenization has gained significant traction throughout the financial services industry, particularly in the asset management sector. Learn more.
SEC marketing rule and GIPS: what advisers need to know
We provide more information about the new rule and compare and contrast it with the Global Investment Performance Standards. Learn more.
Explore EY's Wealth and Asset Management case studies
Maximizing revenue through enhanced data governance strategies
Learn how a leading financial services firm drove higher revenue by improving their data governance strategies.
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.
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 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 EY can help
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Not giving tax the attention it deserves on digital issues could increase the risks for organizations. Read more.
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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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Our integrated suite of tools helps you stay informed with new and evolving international taxation regimes.
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