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.
Select your location
Local sites
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
Why wealth and asset managers are transforming their data approaches
By implementing strategies that harness the power of data, wealth and asset managers can improve performance and efficiency. Find out more.
04 Feb 2025
Phil Tattersall
How to navigate the growth agenda of UK financial services regulation
Learn how UK financial firms can navigate regulatory compliance in 2025, focussing on the FCA, PRA, growth, AI, Consumer Duty and outcomes-based approaches.
11 Feb 2025
Christopher Woolard CBE
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.
12 Mar 2024
Mike Lee
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.
23 Jan 2024
Gurdeep Batra
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 Sept 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
Why the UK must act to continue leading European financial investment
Although the UK maintains its 20-year position as Europe’s top financial services investment destination, its lead has closed significantly. Know more
13 Jun 2022
Anna Anthony
How the UK impact investing sector measures up
Impact investing opens opportunities for growth. Read more.
08 Apr 2022
EY UK
Why confidence in the UK’s financial sector has hit a five-year high
Confidence in the UK’s financial services sector has hit a five-year high. Find out more.
26 Jan 2022
Anna Anthony
How can sustainable finance transform 2050 pledges into real-world impact?
Financial institutions need a framework that allows them to anticipate seismic economic transformation and adapt their strategy accordingly. Learn more.
28 Oct 2022
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 Sept 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 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 EY can help
-
EY-Parthenon Financial Services Strategy Consulting can help create value for banking and capital markets, wealth and asset management, and insurance firms.
Read more -
A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
Read more -
Our team can help wealth managers and private banks transform and grow their business. Find out more.
Read more -
Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain.
Read more -
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.
Read more -
We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
Read more -
We help you forge stronger client relationships built on performance, engagement and trust.
Read more -
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.
Read more -
EY Cloud Data IQ is a cloud-based investment management data lake, supported by a managed service.
Read more -
EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
Read more
Direct to your inbox
Stay up to date with our Editor‘s picks newsletter.