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Wealth and asset management advisory services

The wealth and asset management industry is dynamic and full of challenges. Every year, more organizations turn to our Wealth & Asset Management Advisory Services practice because of our extensive hands-on experience and technical knowledge.

Our dedicated practice helps clients prepare for growth, manage risk, enhance operational effectiveness and efficiency, maintain adequate controls, navigate regulatory compliance and leverage technology.

As an integrated part of our Global Financial Services Group, this practice can also draw upon the skills of our Tax Advisory Services and Transaction Advisory Services practices to further help our clients meet their unique competitive and regulatory challenges, no matter how complex.

Our services cover:

  • Risk- and regulatory-driven change
  • Enterprise data excellence
  • Technology-enabled transformation
  • Revenue and growth
  • Operational transformation

Contact us

Andre de Haan    Andre de Haan 
Financial Services
416 943 3705
Gary Chin    Gary Chin 
Weatlh & Asset Management
416 943 3427

EY - Hand holding tablet

Advice goes virtual

New digital investment services are changing the wealth & asset management landscape, and will benefit new and existing investors alike. See how.

EY - Global regulatedfunds survey 2014

Managers see 9% annual growth over next five years

Optimism is high among asset managers, but what's driving this outlook? See our Global regulated funds survey 2014 for some answers.