Wealth & Asset Management

We help investment firms anticipate what’s after what’s next.

Wealth and asset managers are experiencing a time of exponential change. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless.

From data and AI, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.

We help you re-think everything from pricing and operating models to coopetition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it.

Ultimately, our work helps you not just stay competitive, but change investing for the better.

Our latest thinking

The growing relevance of performance attribution

Explore how performance attribution is transforming into a strategic tool for CIOs to enhance portfolio resilience and optimize returns.

Jean-François Gagnon

How to navigate emerging ESG realities in asset and wealth management

Navigating emerging ESG realities with a humans at the centre approach

EY Canada

How upskilling wealth managers can unleash gen AI’s full potential

Upskilling wealth managers to release generative AI’s positive potential

EY Canada

Explore our case studies

How a modern CRM platform can help transform a firm’s business model

An end-to-end transformation of a wealth management company’s CRM platform is creating powerful tools to provide hyper-personalization.

Paul Kelly

How data modernization can benefit advisors and clients

Creating a modern data architecture has enabled a wealth manager to provide a consistent digital experience. Learn more in this case study.

Gurdeep Batra + 2

EY Nexus for Wealth and Asset Management

A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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Strategic cost transformation

Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain.
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Technology-enabled transformation

We help you effectively harness the power of technology to simplify, rationalize and centralize your firm’s operations, clearing the way to improve efficiency and extend product capabilities to attract new investments.
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Operational efficiency

We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
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WAMapps

WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows.
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EY Cloud Data IQ

EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.
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The team

David Hurd

EY Canada National Wealth Management Leader

Passionate about wealth and asset management, FinTech and Canada’s contribution to the industry. Proud father and husband. Avid skier and golfer.

Toronto, Canada

Humayun Jafrani

EY Canada Managing Partner, Financial Services

Love travelling with wife and three kids. Enjoy golf and being with family and friends. Get energy by spending time with teams and clients, and helping others grow and succeed.

Toronto, Canada

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.