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Wealth and asset management transactions advisory services

A transaction is one of the most complex and risky business propositions an organization can undertake. We serve as trusted advisors to our clients, helping them make better and more informed decisions about how they strategically manage capital and transactions. We have client relationships with many of the world’s highest quality wealth and asset management firms.

Our advice is global and focuses on the capital agenda, which helps us provide a full range of integrated services that are aligned to the objectives of our wealth and asset management clients. Whether you’re preserving, optimizing, raising or investing capital, our transactions team brings together a robust combination of skills, insight, relationships and experience to deliver tailored advice.

We operate across three sub-service lines globally:

  • Transaction support (focused on financial due diligence)
  • Transaction tax
  • Capital transformation, which includes the following competencies:
    • Valuation and business modeling
    • Restructuring
    • Lead advisory (mergers and acquisitions advisory and capital-related advisory)
    • Operational transaction services

We advise our clients on areas impacting transactions, including:

  • Strategic alternatives
  • Financial and tactical advice relating to acquisitions or divestitures
  • Quality of assets under management and its related earning streams
  • Changes in the customer base with an assessment of concentrations, profitability and attrition
  • Product mix and breadth of distribution
  • Balance sheet and income statement drivers
  • Tax attributes and structuring
  • Employee benefit programs, compensation structure, and key employee retention
  • Information technology risks associated with platform functionality and scalability
  • Asset valuation and business modeling
  • Business integration and synergy assessment
  • Regulatory changes and implications on the business

Contact us

EY - David Hurd    David Hurd 
Advisory Leader
Wealth & Asset Management
416 943 4429
Gary Chin    Gary Chin 
Assurance Leader
Wealth & Asset Management
416 943 3427
EY - Michel Bergeron    Michel Bergeron 
Wealth & Asset Management
514 874 4475
EY - Mal Grewal    Mal Grewal
Wealth & Asset Management
604 648 3627