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.

2023 EY Global Wealth Research Report

Take a more detailed look at the drivers putting money in motion, together with a range of potential strategic responses.

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Sustainable investing

Learn how firms are changing themselves, helping their clients and supporting transition.

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FinCrime Operations in Wealth & Asset Management

Learn how wealth and asset managers can improve financial crime operations to stay relevant and unlock new growth opportunities.

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