EY at FundForum 2025

EY is delighted to sponsor FundForum 2025, where the world of wealth and asset management comes together to drive industry growth.

FundForum is one of the largest wealth and asset management conferences in the world. The two-day conference brings together over 1500 delegates to discuss key trends affecting the industry including: geopolitical shifts, rise of strategic partnerships, trends in asset allocation, growth of private markets and the uptake of digital assets.

Impower FundForum 2025 in Monaco was an incredible opportunity to engage with industry leaders and explore the latest trends in wealth and asset management.

 

We were thrilled to share insights on key topics including how to maximize the strength of partnerships in the new era of wealth and asset management, how EY and Snowflake are transforming data modernization across the industry, the increasing focus on private markets, evolving environmental, social and governance (ESG) priorities, and showcase key findings from our newly published 2025 Global Wealth Research Report.

 

These discussions highlighted the importance of staying ahead in a rapidly evolving industry and the value of working together to mitigate industry challenges.

 

Key trends that stood out were:

  • Global volatility and geopolitical uncertainty remain top-of-mind concerns, alongside the importance of organizational resilience.

  • Data modernization and transformation to drive efficiency and deliver greater value to clients has never been more important.

  • Artificial intelligence (AI) and generative artificial intelligence (GenAI) are transforming the industry by enabling hyper-personalized client experiences, streamlining workflows and enhancing decision making.

  • Attracting and retaining the right talent in the industry, especially in growth areas like private markets, is crucial.

  • Keeping innovation at the heart of driving growth in this new era will differentiate the leaders and laggards.
     

FundForum 2025 interview videos

Global Wealth Survey

 

Jun Li, EY Global Wealth & Asset Management Leader, shares insights on how wealth managers can navigate market volatility, leverage AI for personalization, and meet evolving client demands through proactive engagement and customized investment strategies.

Private markets

 

Lynne Sneddon, EY Global Wealth & Asset Management Tax Leader, discusses the rapid growth and democratization of private markets, driven by investor demand, tech innovation, and evolving regulations, highlighting trends, challenges, and strategic responses.

Asset allocation

 

This conversation explores how investors are shifting strategies, with a growing interest in active management, alternatives, and tech-driven solutions. It highlights trends in asset allocation and the evolving role of personalization and transparency.



EY team at FundForum


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