• Independent internal control reviews in Asia

    Across the region, internal control reviews are emerging as a crucial way to strengthen asset managers’ business models and enhance their growth prospects.

  • Building a better retirement world

    In the post-crisis era, how can pension providers and policymakers improve the global retirement system by focusing on customers?

  • Time to take action on MiFID II

    The business implications of the updated regulation are significant. How will it affect your product mix, distribution model and operations?

  • Financial Services Briefing - Issue 2, 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.

  • Actively managed products to drive growth

    Our Global regulated funds survey 2014 finds optimism among asset managers and opportunities for those who align their interests with client needs.

  • Global wealth and asset management industry outlook

    In this report we look at the global wealth and asset management industry from the inception of the global financial crisis though today.

  • 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.

  • An American in AIFMD land

    The AIFMD creates challenges for US advisors in the EU because it may impose compliance burdens beyond SEC rules. Learn to navigate this unfamiliar environment.

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 - Investment platforms

Investment platforms:

Will they change buying behaviors in traditional Asian markets? Read a brief overview of wealth platforms trends, innovations and our capabilities and case studies.