Wealth & Asset Management

We help investment firms anticipate what’s after what’s next.

Our latest thinking

Lessons and advice for CPS 230 project teams in the final stretch

CPS 230 compliance is due by July 1, 2025. Entities must integrate new standards, manage MSPs, validate tolerance levels, and collaborate early to meet regulations.

What to expect from global financial services regulation in 2025

In this webcast, panelists discuss 2025 regulatory direction and how to prepare. Learn more.

Better Finance: CFO Insights podcast

Myles Corson explores the role of finance in the business world, and how it could continue to evolve with the adoption of new technology and procedures.

Four regulatory priorities to drive financial institutions' focus in 2025

Our Global Financial Services Regulatory Outlook has four regulatory priorities to drive financial institutions' focus in 2025. Download the report.

Australian AI Sentiment Report: Presenting the Australian nation’s view on AI

How are everyday Australians feeling about AI? And what does this mean for the organisations they rely on for everyday goods and services?

How can alternative fund managers shape new horizons of opportunity?

Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.

How will GenAI shape tax and finance transformation?

GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.

Sustainability questions for Australian FI boards

5 sustainability questions Australian financial institution board members should be asking

How do CEOs chart a path to growth when the map keeps changing?

As cautious CEOs navigate trade wars and tariffs, strategic leaders can use M&A as a long-term value driver. Read more.

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.

How government can keep Australian fintechs powering the economy

The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

How financial firms can prepare for the 2024 regulatory landscape

Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

Artificial Intelligence

We help businesses build their own automation capabilities to improve governance, reduce costs and help create long-term value.

Five priorities for harnessing the power of GenAI in banking

For banks with the right strategy, talent and technology, GenAI can transform operations and help reimagine future business models. Learn more.

How can the net zero transition create a nature-positive advantage?

Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

How COP28 can inspire meaningful climate action

This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.

26m

How can Asia-Pacific banks attract Gen Z to be future banking leaders?

Attracting Gen Z talent toward future leadership roles in Asia-Pacific banks – here are two approaches that leadership should consider.

Soumee De + 1

Major Australian banks’ 2023 full-year results: the hunt for growth

The Australian major banks have posted strong full-year earnings. Despite highly competitive pricing during the year, cash rate rises flowed through to higher revenues and expanded net interest margins. The increased earnings also underpinned improved return on equity (ROE) for the banks.

EY Nexus: business transformation platform for financial services

EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

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 should Asia-Pacific banks push the frontiers of transformation?

Current thinking around innovative transformation and how regional institutions are futureproofing themselves for success.

How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

EY Financial Services Law Webcast 2023

At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.

When volatility causes complexity, how can wealth managers create opportunity?

The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

Mike Lee + 3

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?

Mike Lee + 3

Beyond disclosure: how to prepare for the next phase of the Design and Distribution Obligations (DDO)

The DDO regime is a game changer for Australia’s financial firms – even if they don’t realise it yet

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.

Mike Lee + 2

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 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.

    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 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 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.



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