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

How wealth managers can leverage complexity for competitive advantage

Client sentiment is shifting. Learn how wealth managers can respond with targeted improvements in financial and non-financial services.

Olaf Toepfer + 2

Top 10 resolutions for wealth and asset management success in 2025

Our global outlook highlights 10 resolutions that wealth and asset managers should take to drive growth in 2025.

Jun Li + 3

How to navigate the US$18t wealth management challenge

Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.

Olaf Toepfer + 1

Five priorities for winning with GenAI in wealth and asset management

Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.

Mike Lee + 2

Explore our case studies

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.

Mike Lee + 2

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

How standardization can build a platform for growth

Across three continents, a leading asset manager bridged the gap by building a truly global operating model.

Thomas Arnold

Financial Services Strategy Consulting

EY-Parthenon Financial Services Strategy Consulting can help create value for banking and capital markets, wealth and asset management, and insurance firms.
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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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Wealth and private banking services

Our team can help wealth managers and private banks transform and grow their business. Find out 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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Client experience

We help you forge stronger client relationships built on performance, engagement and trust.
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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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Sustainable Finance

EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
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The team

Hermin Hologan

EY Europe West Wealth & Asset Management Leader

Wealth and asset management advisor. Father. Keen golfer.

Jun Li

EY Global and Americas Wealth & Asset Management Leader

EY Global and Americas Wealth & Asset Management Leader; brings 25 years of experience in financial services; works with credit funds, private equity, sovereign wealth and international banking.

New York, NY, United States

Elliott Shadforth

EY Asia-Pacific Wealth & Asset Management Sector Leader

Leader and educator in financial services. Avid amateur athlete. Proud husband and father of three.

Sydney, Australia

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.