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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Twitter chat: Learn what banks must do to succeed in the world's most volatile markets

EY - Twitter chat

Join EY's Jan Bellens and Steven Lewis on Tuesday, 23 September 2014 at 3 p.m. G.M.T., 10 a.m. U.S. E.D.T. and 10 p.m. Singapore time to talk about banking in emerging markets.


Preparing for SEC cybersecurity checks

EY - Preparing for SEC cybersecurity checks

Learn where firms should focus their efforts in anticipation of new regulations, as well as leading practices for implementing effective cybersecurity programs.

Webcast: Impact of FATCA on mutual funds and their sponsors

EY - Webcast: Impact of FATCA on mutual funds and their sponsors

With FATCA now in effect, it’s crucial to understand what steps to take to implement the new rules. Join us on 12 August at 12:00 p.m. ET for a discussion these issues. Register today.

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.