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.
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
FEATURED
The future of asset management: strategies for differentiation
Discover future-ready blueprints for asset managers — built on four pillars to succeed in the era of differentiation.
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
FEATURED
2025 EY Global Wealth Research Report
Discover compelling insights about how wealth management clients navigate challenges and how to respond to changing investor needs.
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
FEATURED
How AI simulation accelerates growth in wealth and asset management
Harness the power of AI simulation to anticipate client behavior and make faster, smarter decisions. Learn more.
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
FEATURED
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.
Explore our offerings
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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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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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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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We help you forge stronger client relationships built on performance, engagement and trust.
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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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A unified framework that simplifies compliance with digital regulations, enhancing governance and fostering innovation across organizations.
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ey.ai The Reimagination Engine helps organizations to scale AI across the enterprise, delivering trusted intelligence, connected capabilities and real business value.
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EY-Parthenon: Transformative strategy and transactions – solutions that work in practice, not just on paper.
EY Partner Ecosystem
EY harnesses a connected ecosystem of strategic alliances and partnerships to co-create value and deliver comprehensive technology solutions and business outcomes for our clients.
Our latest thinking
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The Wealth Management Strategy Radar, developed by the EY Global Center for Wealth Management, examines how value drivers are changing.
How leaders can aim for success as private markets change the rules
Private markets are going retail and reaching systemic scale. Understand the strategic choices around liquidity, regulation and resilience. Read more.
Is the financial sector ready for the transition towards post-quantum cryptography?
Explore how advancing quantum computing poses risks to the Dutch financial sector's cryptography and the urgent need for post-quantum solutions.
Four regulatory shifts financial firms must watch in 2026
Our Global Financial Services Regulatory Outlook has four regulatory priorities to drive financial institutions' focus in 2026. Download the report.
How AI simulation accelerates growth in wealth and asset management
Harness the power of AI simulation to anticipate client behavior and make faster, smarter decisions. Learn more.
Discover what nearly 3,600 global investors value most in the 2025 EY Global Wealth Research Report.
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.
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.
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.
Top 10 resolutions for wealth and asset management success in 2024
Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.
Are you reframing the future of asset management or is it reframing you?
AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.
How will wealth managers deliver personal service in a virtual world?
The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. How can wealth managers harness the potential benefits?
How can today’s millennial investors drive tomorrow’s business growth?
The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
Six ways asset managers can prepare for an uncertain future
Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.
Can resilience shape a shifting landscape?
Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.
Explore our case studies
How Blue Earth Capital built an entire finance function at speed
In less than six months, the impact investor built a full-scope finance function for its rapidly scaling organization.
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.
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.
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. Learn more.
How transforming the front office can build a platform for growth
EY teams helped a leading asset manager redesign its front-office operations, technology, and workflow.
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.
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.
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The Wealth & Asset Management team
Explore related sector pages: Banking & Capital Markets | Insurance