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Wealth & Asset Management
Clients expect more from wealth and asset managers - stronger performance, broader access to private markets, personalized experiences and regulatory confidence. As growth shifts towards more complex products, markets and client needs, firms must modernize through data, AI and technology to improve efficiency and protect margins, while building resilience.
50+
leading global asset managers served by EY
28,000+
dedicated wealth and asset management professionals across the globe
150+
countries serving wealth and asset management clients
Solving your complex challenges
- Margin pressure and growth
- Wealth transfer
- Data, AI and tech
- Risk and regulation
CHALLENGE
Balancing expansion with profitability in a constrained cost environment
Rising costs, fee pressure and operational complexity are eroding margins as firms expand. Wealth and asset managers need simpler operating models that support scale without compromising performance or client experience.
HOW EY CAN HELP
EY teams help wealth and asset managers address margin pressure by changing how work is delivered across the business. We combine technology and managed services to drive growth while maintaining strong client outcomes.
- Operating models built for scale: redesign front‑to‑back delivery models to remove duplication and complexity, improving speed, control and consistency as volumes increase
- Sustainable cost efficiency: embed automation, managed services and sourcing to deliver lasting productivity gains while maintaining service quality and resilience
- Flexible cost and margin structures: align costs with changing volumes, market conditions and product mix to protect profitability across market cycles
- Growth without added complexity: support expansion into new products, services and client segments while reducing disruption, risk and overhead
CHALLENGE
Driving growth through retirement, transition and generational wealth transfer
Ownership is shifting across generations and life stages. Firms must adapt how they engage clients to support smooth wealth transfer and sustain long-term relationships.
HOW EY CAN HELP
EY teams help firms adapt client propositions, advice models and offerings for ownership transition. We align experiences and decision-making across households, entities and advisors to support successful transfer and stronger retention.
- Next-generation client propositions: redesign propositions and experiences to meet evolving expectations around access, transparency and engagement across different client groups
- Asset transfers through transition: deepen engagement earlier across households, entities and life stages to support smoother asset transfer and continuity of client relationships
- Broader access to products and services: expand offerings, including private markets and alternatives, aligned to client needs, risk appetite and regulatory requirements
- Focused growth with discipline: concentrate growth on defined client segments and priorities, strengthening advisory models while managing complexity, cost and risk
CHALLENGE
Modernizing data, AI, technology foundations and governance to support better decisions
Legacy platforms, fragmented data and uneven governance limit firms’ ability to scale AI and personalize offerings. Wealth and asset managers need stronger data and AI capabilities to increase insight and automation.
HOW EY CAN HELP
EY teams help wealth and asset managers use data, AI and automation more effectively across the business, improving insight and decision-making at scale.
- AI-ready enterprise data: building a single, reliable data backbone that helps enable reuse, interoperability and analytics
- AI beyond pilots: embedding AI and automation into everyday ways of working to improve decisions and productivity
- Modern, resilient platforms: update core platforms to strengthen resilience and keep pace with changing business needs
- Measurable value from investment: driving benefits from data, AI and technology through change management and skills uplift
CHALLENGE
Managing risk and regulatory demands
As firms expand products, partnerships and geographies, regulatory demands increase. Stronger governance and transparency are essential to maintain trust and support confident growth.
HOW EY CAN HELP
EY teams help wealth and asset managers manage regulatory and risk demands by aligning governance and controls with strategic priorities, supporting compliant and resilient growth.
- Integrated risk and regulatory oversight: establishing clear, consistent oversight across products, entities and geographies through aligned governance and controls
- Stronger trust and transparency: strengthening confidence among regulators, clients and stakeholders through transparent reporting and clear accountability
- Technology-enabled compliance and oversight: using data, analytics and AI to streamline monitoring and reporting and meet regulatory obligations more efficiently
- Future-ready ways of operating: enabling the business to respond to regulatory change, market shifts and new business models while continuing to innovate with confidence
Explore our offerings
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EY India enables tech-driven transformation to streamline operations, enhance efficiency, & expand product capabilities clearing the path for investments.
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Our team can help wealth managers and private banks transform and grow their business. Find out more.
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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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