Survive. Sustain. Grow.

That progression describes the global Wealth & 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


  Advisory Contact Marcel Stalder   

Email Marcel Stalder
Advisory Leader Switzerland
Financial Services
+41 58 286 34 01

  EY WAM RHF Bruno Patusi

Email Bruno Patusi
Wealth & Asset Management Sector Leader Switzerland
Financial Services
+41 58 286 46 90

View all our Wealth & Asset Management contacts

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EY Bank Barometer 2014

Swiss Bank Barometer 2014

The majority of the banks surveyed still provide a somewhat positive assessment of current business and are relatively confident about the future. There are new realities emerging in Swiss banking though.

2013 global hedge fund and investor survey

EY - 2013 global hedge fund and investor survey

Our seventh annual survey (2.6 MB) explores pathways to growth for an industry facing regulatory and operational pressures – particularly for mid-size firms.