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.

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 + 2

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 + 4

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 + 3

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 + 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?

24 Apr 2023 Mike Lee + 3

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

    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.


    Discover EY Nexus for Wealth and Asset Management

    A transformative solution that helps wealth and asset managers use a digitally enabled, scalable platform to design, develop and launch new products at the speed of opportunity.

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    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 + 2

    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 + 2

    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

      UK qualifying asset holding company regime

      The UK qualifying asset holding company (QAHC) regime aims to provide a simplified basis of taxation for the holding companies of investment funds and certain institutional investors.

      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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