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.

Featured thinking

Luxembourg Market Pulse: Regulatory updates

Luxembourg Market Pulse - Regulatory Updates

Luxembourg Market Pulse - June  2022

Download PDF

A kid with a toy rocket

Responding to COVID-19 in financial services

COVID-19 is bringing uncertainty to every sector, including financial services. We are here to help you navigate through this volatile time.

Discover more

Case Study
The better the question The better the answer The better the world works
Case Study

How wealth managers transform service models efficiently

EY helped a global wealth manager create innovative services and initiate a digital transformation to support its client-first ambition.

Case Study
The better the question The better the answer The better the world works
Case Study

Can agile tech transform the customer experience overnight?

Faced with disruptive competitors, a company needed to focus strategically on the client experience and offer innovative services.

[an error occurred while processing this directive]
Reframe your future bike market
Case Study
The better the question The better the answer The better the world works
Case Study

Agile development and a customer-centric approach

EY focused on developing minimum viable products (MVPs) that could be tested with customers.

[an error occurred while processing this directive]
Businessman working on laptop computer at his desk
Case Study
The better the question The better the answer The better the world works
Case Study

People transformation to complement the digital transformation

The focus has now shifted to transforming the wealth manager’s internal culture.

[an error occurred while processing this directive]
Businesswoman in taxi cab

Direct to your inbox

Stay up to date with our Editor‘s picks newsletter. 

Subscribe

Contact us

Like what you’ve seen? Get in touch to learn more.