• Financial Services Briefing - Issue 1, 2014

    We highlight insights from our Asset Management, Banking & Capital Markets and Insurance network on the key themes of the market - operational effectiveness, growth, capital, risk and regulation.

  • 7 changes to asset management operating models

    Our survey of investment operations explores how firms are managing market challenges by nearshoring and offshoring certain functions, using shared services and outsourcing when appropriate.

  • The value of an active board of directors

    A strong board within a robust governance structure gives comfort to investors and provides a sounding board for managers regarding difficult issues.

  • ETFs on track for spectacular global growth

    Our ETF survey now covers US, European and Asia Pacific markets, and finds exchange-traded funds are outgrowing the wider asset management industry in every region.

  • Private equity primed for new opportunities

    Our inaugural global survey of PE chief financial officers finds widespread belief in near-term growth and an eagerness to leverage skills forged by the crisis.

  • Perspectives on the future of financial services

    Leading academic thought meets practical business insight. Access the latest issue of The Journal of Financial Perspectives, offered through our Global Financial Services Institute.

  • Compare your cyber risk priorities

    Our 16th annual information security survey asked 1,900 organizations about security-related issues. Use the survey’s interactive tool to analyze responses by location, industry and revenue.

  • The growth of hedge fund-backed reinsurers

    For managers, the new structure helps boost assets under management and permanent capital. Fund investors also benefit with higher returns, liquidity and tax advantages.

  • 2013 global hedge fund and investor survey

    Our seventh annual survey explores pathways to growth for an industry facing regulatory and operational pressures – particularly for mid-size firms.

Financial Services

Survive. Sustain. Grow.

That progression describes the global wealth and asset management industry from the bottom of the global financial crisis through today. The industry has emerged from the financial crisis to face a changing and complex regulatory and tax environment and a rapidly changing client base that’s older and more risk-averse, yet more sophisticated and demanding.

Firms are now keenly focused on managing regulatory change, risk and volatility and rapidly positioning themselves to compete for market share. Many firms have been forced to consider redesigning their business operating models as part of a renewed strategic focus on aggressive cost control and operational efficiency.

More importantly: growth has returned to the industry. Lines are blurring, both in the regulated and alternative spaces, as managers look to diversify revenue streams and find new opportunities. Firms must fully understand how the distribution game has changed, both globally and locally, and how to most effectively increase revenue and improve margins.

We can help you succeed in today’s market in these key areas:




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EY - Cyber Security Sign up

You are invited to participate in EY’s 2014 Global Information Security Survey.

2013 global hedge fund and investor survey

EY - 2013 global hedge fund and investor survey

Our seventh annual survey explores pathways to growth for an industry facing regulatory and operational pressures – particularly for mid-size firms.

Jun Li

FATCA and asset management

Jun Li, Partner, and Samer Ojjeh, Principal, discuss the impact of FATCA on the asset management industry.