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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
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.
23 Sep 2023
Gurdeep Batra
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?
11 May 2023
Mike Lee
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?
24 Apr 2023
Mike Lee
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
24 Apr 2023
Mike Lee
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.
02 Feb 2023
Mike Lee
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.
15 Nov 2022
Natalie Deak Jaros
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.
21 Jul 2023
Mike Lee
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.
28 Sep 2022
Gurdeep Batra
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.
02 Jul 2021
Thierry Groues
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.
18 Jun 2021
Anil Kant
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.
01 Jul 2021
Thomas Arnold
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.
30 Jan 2023
Paul Kelly
How EY can Help
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EY-Parthenon wealth and asset management consulting teams help clients improve their investments’ value through strategic opportunities and threat identification for a sustainable future.
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A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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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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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 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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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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We help you forge stronger client relationships built on performance, engagement and trust.
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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 is a cloud-based investment management data lake, supported by a managed service.
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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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