Financial Services

Helping the industry catalyze transformation

From tech-enabled innovation and new market entrants to intense cost pressures and expanding customer expectations, wealth and asset management firms will likely change more in the next five years than they have in the last 25 years. We work with wealth and asset management firms to get ahead of the curve to secure a promising future for the industry and improve financial well-being around the world.

It starts with asking better questions – questions about our clients’ most complex problems, serious challenges and growth opportunities. When we ask better questions we find better answers that lead to bolder strategies, more efficient operations and stronger performance.

We cover key issues in these areas:

• Winning and retaining the right clients

  We help our clients grow their business by getting new and innovative products to market quickly, enhancing distribution strategies, improving efficiency and accuracy of onboarding new clients and attracting new investors through digital interfaces.

  Resources:

  • Global ETF Research Report
  • Digital disruption in wealth management
  • The future of investment advice
  • Women and wealth: a customized approach
  • Global Wealth Management Survey
• Operating at optimal efficiency

  We help clients improve front, middle and back office functions. Our goal is to help clients increase efficiency and manage the overall impact on profitability by leveraging technology, data and digital teams across the value chain.

  Resources:

  • Global Hedge Fund Survey
  • Blockchain innovation
  • Big data analytics for business improvement
• Protecting your business and brand

  We help clients drive an integrated and holistic approach to global enterprise risk and regulatory compliance issues. We leverage functional, technology and data teams to provide leading class solutions that address current market issues, threats and vulnerabilities.

  Resources:

  • Global Private Equity Survey
  • EY Comply for Financial Services
  • Front and center: transforming the front office
  • An integrated vision to manage cyber risk
• Balancing the risk/reward equation

  We work with clients to develop and enhance leading class integrated risk and finance infrastructures. Our focus is on end-to-end financial transformation assistance, developing and enhancing frameworks for improved financial risk reporting and core finance transformation including ERP implementations.

  Resources:

  • Global ETF Research Report
  • Global Hedge Fund Survey
  • Risk and regulation in a digitalised world
  • Global Wealth Management Survey
• Creating value amid disruption

  We work with clients on their strategic growth, business portfolio and investment and divestment decisions. We have also developed a methodology to help companies understand areas of vulnerability relating to activism and how best to prepare and respond.

  Resources:

  • Global capital confidence barometer report
  • Bridging the gap: investors and private equity firms