• Traits of success: What hedge fund managers think it takes to succeed

    Looking at alternative investment firms’ evolution over the last 20 years, this report, developed with the Alternative Investment Management Association, asks ‘has the magic formula for success changed?’

  • The emergence of alternative lending

    Digitally based lending platforms are a potential threat to traditional financial institutions. Explore the players, operating models and challenges in this new market.

  • Executives feel positive about dealmaking

    Access to new technologies and products are key drivers for acquisitions as financial services companies seek innovation to redefine their strategy.

  • The benefits of “joined-up” data

    In this Viewpoint, we explore how joined-up data—the ability to effectively link all data sets in an organization—is increasingly vital to Board-level objectives.

  • Get ready for robots

    Software robotics promises to transform the cost, efficiency and quality of back-office and customer-facing processes for every industry. Are wealth and asset managers prepared?

  • 2016 Global Hedge Fund and Investor Survey

    This year’s survey reveals an unprecedented change in the appetite of investors, whose increased sophistication is challenging managers on many fronts.

  • Blockchain: benefits and risks for asset servicers

    Blockchain technology is transforming the industry. What steps are you taking to leverage its potential and manage its risks?

  • Global ETF Survey 2016

    Our latest survey of the exchange-traded fund industry tracks its growth and identifies opportunities for integrated innovation in product development, market entry and digital distribution.

  • Winning the wealth tech revolution

    Wealth tech will disrupt every element of the sector’s value chain, putting the high-growth Asia-Pacific wealth market up for grabs.

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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2016 Global Wealth Management Survey

EY - 2016 Global Wealth Management Survey

Learn how client experience, the next growth engine in wealth management, can be used as a competitive advantage.

2016 Global Hedge Fund and Investor Survey

EY - 2016 Global Hedge Fund and Investor Survey

This year’s survey reveals an unprecedented change in the appetite of investors, whose increased sophistication is challenging managers on many fronts.