Financial Services

  • Share

Wealth and asset management transactions advisory services

A transaction is one of the most complex and risky business propositions an organization can undertake. We serve as trusted advisors to our clients, helping them make better and more informed decisions about how they strategically manage capital and transactions. We have client relationships with many of the world’s highest quality wealth and asset management firms.

Our advice is global and focuses on the capital agenda, which helps us provide a full range of integrated services that are aligned to the objectives of our wealth and asset management clients. Whether you’re preserving, optimizing, raising or investing capital, our transactions team brings together a robust combination of skills, insight, relationships and experience to deliver tailored advice.

We operate across three sub-service lines globally:

  • Transaction support (focused on financial due diligence)
  • Transaction tax
  • Capital transformation, which includes the following competencies:
    • Valuation and business modeling
    • Restructuring
    • Lead advisory (mergers and acquisitions advisory and capital-related advisory)
    • Operational transaction services

We advise our clients on areas impacting transactions, including:

  • Strategic alternatives
  • Financial and tactical advice relating to acquisitions or divestitures
  • Quality of assets under management and its related earning streams
  • Changes in the customer base with an assessment of concentrations, profitability and attrition
  • Product mix and breadth of distribution
  • Balance sheet and income statement drivers
  • Tax attributes and structuring
  • Employee benefit programs, compensation structure, and key employee retention
  • Information technology risks associated with platform functionality and scalability
  • Asset valuation and business modeling
  • Business integration and synergy assessment
  • Regulatory changes and implications on the business

Contact Us

Graeme McKenzie
Asia-Pacific Wealth & Asset Management Leader

+852 2629 3058

 

Julie Kerr
Asia-Pacific FSO Business
Development Leader
+852 2629 3262

 

Antoinette Elias

Oceania Wealth & Asset Management Leader

+61 2829 56251 

 

AJ Lim

China Wealth & Asset Management Leader

+86 21 2228 2929

 

Elliott Shadforth

Hong Kong Wealth & Asset Management Leader

+852 2846 9083

 

Brian Thung

Singapore Wealth & Asset Management Leader

+65 6309 6227

 

Jeong Hun-You

Korea Wealth & Asset Management Leader

+82 2377 00972

 

Beng Yean Yeo

Malaysia Wealth & Asset Management Leader

+60 3749 58771

 

Andrew Fuh

Taiwan Wealth & Asset Management Leader

+886 2275 78888

 

Rachada Yongsawadvanich

Thailand Wealth & Asset Management Leader

+66 2264 9090

 

Bimo Santosa

Indonesia Wealth & Asset Management Leader

+62 21 5289 4169

 

Vicky B Lee-Salas

Philippines Wealth & Asset Management Leader 

+63 2894 8397
 

Connect with us

Stay connected with us through social media, email alerts or webcasts. Or download our EY Insights app for mobile devices.

EY-Global Hedge Fund Symposium Series 2012

Global Hedge Fund Symposiums

Held in financial centers around the world, this symposium series examines the multi-faceted issues and challenges facing the hedge fund industry.

EY- Get the facts on FACTA

We offer knowledge and resources to help navigate the Foreign Account Tax Compliance Act.