Wealth Management

Wealth Management

A dedicated pratice focused on your industry

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The Luxembourg wealth management industry is currently at a turning point, facing the challenge of adjusting its business model as a result of the end of banking secrecy for EU residents as from 1 January 2015, the evolutions of the customer profiles, needs and behaviors and the increased regulatory pressures.

The answer to such major changes results in the emergence of new services, such as tax reporting or new investment strategies or products taking into account the tax regime in the residence country of the investors. Growing business opportunities will also come from the acquisition of new customers, from our neighboring markets or in emerging markets where the stability and safety of Luxembourg is a decisive point.

At EY, we advise the Wealth Management industry in a one-stop-shop approach, based on a dedicated team of specialists focused on the industry, like our clients.

Our Wealth Management Practice is composed of 10 Partners and Directeurs Associés, supported by more than 30 experienced and qualified professionals from Advisory, Tax and Audit and having in common an in-depth knowledge of the Luxembourg and pan-European wealth management industry. Our team is supported by an EMEIA network of Wealth Management specialists based throughout Europe.