• Regulation disrupts the private equity landscape

    We explore the effects of an evolving regulatory landscape confronting both private equity funds and investors.

  • New opportunities for asset servicing

    Our Global Asset Servicing Study includes feedback from top asset servicing companies in North America, Europe and Asia-Pacific, revealing their key areas of focus.

  • Who wins when advice goes virtual?

    A Canadian perspective on digital investment advice examining ways in which traditional firms can react to the new digital reality by deploying existing channels and infrastructure as a competitive advantage.

  • Client Relationship Model Phase 2

    When considering an approach to compliance with CRM2, it’s important to look beyond the regulatory mechanics and anticipate the overall impact on the client-advisor experience.

  • 2015 Global Hedge Fund and Investor Survey

    Our ninth annual survey explores the evolving dynamics of the industry, including a shifting investor base and the increasing blur between financial segments.

  • ETF growth brings more influence - and scrutiny

    Confidence for continued growth is high among respondents in our latest Global ETF Survey, but they also worry about regulatory misunderstandings and related reputational risks.

  • MiFID II: what's next for asset managers?

    Get an overview of the key implications of MiFID II for your firm, and learn how to identify gaps and opportunities during compliance activities.

  • Nine trends transforming asset management

    The industry faces a challenging economic landscape, increased regulation, competition from non-traditional players and other threats. We explore what's in store for the next year.

  • Digital disruption in global wealth management

    The emergence of new technologies for delivering services is forcing wealth managers to invest in front-office digital capabilities or run the risk of falling behind.

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:




Contact us

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

 

EY - FinTech Adoption Index - Canadian findings

EY FinTech Adoption Index - Canadian findings

We surveyed more than 10,000 digitally active people around the world, including more than 2,000 in Canada, to better understand the overall rate of FinTech adoption.

 

EY - Globe
Who wins when advice goes virtual?

A Canadian perspective on digital investment advice examining ways in which traditional firms can react to the new digital reality by deploying existing channels and infrastructure as a competitive advantage.

EY - Advice goes virtual
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 - Hikers jump on rocky Pacific coast
Client Relationship Model Phase 2

When considering an approach to compliance with CRM2, it’s important to look beyond the regulatory mechanics and anticipate the overall impact on the client-advisor experience.