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

For event details, please contact our Wealth & Asset Management practice.

Connect with us

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

Webcast: Launching a successful hedge fund

EY - Webcast: Launching a successful hedge fund

Join us on 25 June at 12:00 p.m. New York time for an interactive discussion with EY professionals about fund structures, regulatory and tax issues, accounting concerns and more.

4 steps to Volcker Rule compliance

EY - 4 steps to Volcker Rule compliance

Despite the stringencies of the new regulation, banks can manage their funds successfully with a well-designed, thoughtfully implemented Volcker-compliant program.