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Financial Services, EMEIA
Welcome to the home of EY Financial Services, EMEIA. Here you can explore our latest thinking, why we are different and how we can help you.
At EY Financial Services, we share a single focus – to build a better financial services industry, one that is stronger, fairer and more sustainable.
Now more than ever, as we plan for a post-COVID-19 world, financial services companies will need to harness the power of technology to transform their operations at scale and speed, to provide the products and services the customer of the future will demand.
The strength of our EY teams lies in the power of our people and technology, and the possibilities that arise when they converge to reframe the future. With extensive knowledge in financial services transformation, we are driving innovation with risk and regulation insight. Helping companies become stronger and more sustainable.
This is how our EY professionals are helping to build long-term value for our financial services clients. It’s how we play our part in building a better working world.
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- Tech transformation
- Sustainability
- Cross-sector
- Banking & Capital Markets
- Insurance
- Wealth & Asset Management
All articles
How ESG data markets have evolved for financial services
The need for ESG data from financial services organizations is increasing rapidly, and ESG data markets are evolving to meet the demand. Learn more.
21 Mar 2023
Gill Lofts
Five ways to commit to customer centricity in banking transformation
An alarmingly high number of transformations are unsuccessful. Could a laser focus on customer centricity be the key to success? Learn more.
28 Feb 2023
Jan Bellens
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
How the rise of PayTech is reshaping the payments landscape
PayTech’s relentless disruption of the payments landscape means that only PSPs that offer value beyond payments can compete. Learn more.
21 Oct 2022
Alla Gancz
Nine considerations for ISO 20022 migration
The ISO 20022 standard can help drive bottom-line results. Explore these considerations as you migrate to ISO 20022.
07 Oct 2022
Jennifer Lucas
Understand key challenges and benefits to ISO 20022 migration
The new ISO 20022 messaging standard will bring order to a disjointed payments landscape, but banks need to be prepared. Here’s what to consider.
07 Oct 2022
Jennifer Lucas
Digital and tech transformation
The CFO Imperative: How do you transform data into insight?
Finance leaders should accelerate an enhanced approach to environmental, social and governance (ESG) reporting. Find out more.
08 Dec 2021
EY Global
How can banks transform for a new generation of customers?
EY’s consumer banking survey reveals how banks need to transform to meet rising customer expectations. Find out more.
07 Oct 2021
Jan Bellens
What unseen megatrends will shape your transformation?
Managing long-term risk is more critical than ever, yet often overlooked. Discover what you may be missing.
06 May 2021
Gautam Jaggi
Sustainability
How to accelerate transition finance for net zero
Learn why FIs need to operate iteratively to effect transition finance at pace and scale in a complex ecosystem.
20 Nov 2023
Gill Lofts
Why should financial institutions be on a mission to reduce emissions?
Accelerating decarbonization is urgent. Learn why private sector institutions must play a key role in addressing the current shortfalls in climate finance.
08 Nov 2023
Gill Lofts
How ESG data markets have evolved for financial services
The need for ESG data from financial services organizations is increasing rapidly, and ESG data markets are evolving to meet the demand. Learn more.
21 Mar 2023
Gill Lofts
How data can support financial services when assessing nature impact
How can financial institutions start assessing their exposure to nature when market data is still evolving? Read more.
27 Jan 2023
Gill Lofts
Cross-sector
Why financial institutions should transform tax and finance functions
EY research shows banks, asset managers and insurance companies are reimagining their tax and finance functions. Read more.
16 Nov 2023
EY Americas
Why transition pathways are critical to net-zero success
Sector-specific transition pathways are critical to the financial industry’s ability to turn climate ambition into climate action. Learn more.
31 Aug 2022
Tom Groom
Four steps financial institutions can take on the path to net zero
Innovative decarbonization strategies linked to clients’ transition pathways are becoming vital to success. Learn more.
20 Jul 2022
Sandy Trust
How financial services can mobilize capital to deliver net zero
Learn how financial services firms can mobilize the capital flows needed to deliver net zero.
01 Dec 2021
Tom Groom
Banking & Capital Markets
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.
04 Dec 2023
Jan Bellens
Four enablers for harnessing the power of PayTech
Payments providers need to consider customer experience design, risk, technology, and data and analytics to achieve smart growth. Read our latest article.
28 Sep 2023
Jan Bellens
As the Basel deadline nears, are banks up for the challenge?
EY survey shows wide disparities in readiness and approach to Basel 3 Reforms as regulators increase scrutiny following bank failures. Discover more.
16 May 2023
Jared Chebib
Insurance
Nine customer types defining the next wave of insurance
Shifting consumer needs are an invitation for insurers to innovate in pursuit of growth and to stay ahead of new competitive threats. Read more.
20 Sep 2022
Chris Raimondo
Wealth & Asset Management
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
How will you reframe the future of advice if today’s client is changing?
Find out how wealth managers and private banks can enhance their clients’ lives using a blend of people and technology to deliver personalized advice.
03 Mar 2022
Jan Bellens
Case studies
How a new technology platform can help banks unlock financing for SMEs
The Cashbot platform offers banks an online invoice finance solution for SME clients.
12 Oct 2023
EY Global
How a global FinTech captured growth in the SME segment
A global Fintech captured growth in an opportunistic SME segment with a differentiated, holistic strategy. Learn more in this case study.
14 Sep 2023
How an established insurance company became digital-first
UK insurer Hastings DIRECT wanted to rewrite the rules of its category by offering a seamless digital customer experience. Learn more about this case study.
03 Jun 2022
David Reid
Trending articles
Case studies
How a new technology platform can help banks unlock financing for SMEs
The Cashbot platform offers banks an online invoice finance solution for SME clients.
12 Oct 2023
EY Global
How a global FinTech captured growth in the SME segment
A global Fintech captured growth in an opportunistic SME segment with a differentiated, holistic strategy. Learn more in this case study.
14 Sep 2023
How an established insurance company became digital-first
UK insurer Hastings DIRECT wanted to rewrite the rules of its category by offering a seamless digital customer experience. Learn more about this case study.
03 Jun 2022
David Reid
How EY can help
EY sustainable finance teams helps financial services companies define sustainability goals that create value and make a measurable difference. Learn more.
Read moreService Leader
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Gill Lofts EY Global Financial Services Sustainable Finance Leader
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A transformative solution that accelerates innovation, unlocks value in your ecosystem, and powers frictionless business. Learn more.
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A transformative solution that helps accelerate innovation, unlocks value in your ecosystem and powers frictionless business. Learn more.
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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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EY Managed Services revolutionizes non-core but board-critical activities to help financial services companies build long-term value. Learn more.
Read more - Read more
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Our Legal Managed Services team can help you modernize and transform legal functions in financial services, enabling lower costs and risk. Learn more.
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DAC 6: EU mandatory disclosure rules require of cross-border arrangements for taxpayers and intermediaries.
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EY teams help financial services organizations realize value from cloud investments.
Read more -
Our payments professionals can help your business enhance innovation, drive growth and improve performance. Find out more.
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Our Corporate, Commercial and SME (CCSB) Banking services team can help your business navigate through rising market expectation. Learn more.
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EY cost transformation teams help banks to optimize profits and fund transformation. Find out more.
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We collaborate with insurers on technology transformation programs and the deployment of digital tools. From concept to implementation, we work with you to develop strategies that optimize performance, drive efficiency and enhance quality.
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
Explore Global Financial Services
Featured press releases
Our EMEIA leaders
Omar Ali
EY EMEIA Financial Services Regional Managing Partner
Passionate about building a better financial services industry with our people and our clients. Champion for DE&I and helping our people to reach their potential. Football enthusiast. Bad at skiing.
London, GBR
Martina Keane
EY EMEIA Financial Services Chief Operating Officer; EMEIA Deputy Regional Managing Partner
Accountancy leader. Innovation champion. Lover of the great outdoors.
Dublin, IRL
Hanne Kaerhoeg
EY EMEIA Financial Services Markets Leader
Focused on building and delivering client transformation for financial services businesses. Keen advocate for DE&I and the role of women in technology. Mother of three. Loves running and hiking.
Copenhagen, DNK
Anne-Marie Balfe
EY EMEIA Financial Services Talent Leader
Talent strategist. Business transformation enthusiast. Committed to development. Advocate for diversity, equity, and inclusiveness. Mom who loves running.
London, GBR
Alex Birkin
EY EMEIA Financial Services Consulting Leader and Managing Partner
Focused on creating the world’s leading transformation consultancy, trusted to help EY clients generate long-term value. Passionate about cars. Keen golfer. Husband and father of three.
London, GBR
Benoit Gerard
EY EMEIA Financial Services Strategy and Transactions Leader
Impact-driven strategic thinker with a technical edge. Passionate about financial services. Father of three daughters.
Diegem, BEL
Hermin Hologan
EY EMEIA Wealth & Asset Management Leader
Wealth and asset management advisor. Champion for anti-racism and DE&I. Father. Keen golfer.
Tara Kengla
EY EMEIA Financial Services Public Policy Leader
Partner in UK CFO Consulting Services. Global experience in Banking. Active on diversity iniatives at EY and in the business community in London.
London, GBR
Loubna Lemaire
EY EMEIA Financial Services Tax and Law Leader
Tax lawyer. Advocate for diversity, equity and inclusiveness. Proud mother of two boys. Passionate about travel and culture.
Paris, FRA
Phil Vermeulen
EY EMEIA Financial Services Insurance Leader
Transformation leader and client relationship partner. Passionate about helping insurance clients fulfill their potential. Average runner; better cook. Father to twin boys.
Zurich, CHE
Bharat Mathur
EY EMEIA Financial Services (FS) Strategic Alliances Leader; EY Global FS Microsoft Alliance Executive Sponsor; UK FS Payments Leader
Leader focused on driving value for clients by embedding disruptive technology into their businesses. Bharat is married to Smita and likes to unwind with family or on the tennis court.
London, GBR
Nigel Moden
EY EMEIA Financial Services Banking and Capital Markets Leader
Passionate believer in the banking industry as a force for good. Leading advocate for the talent agenda in EY. Builder of diverse teams. Avid cricketer.
London, GBR
Paul Noonan
EY EMEIA Financial Services Region Finance Leader
Finance leader and business advisor, driving better insights through analytics to facilitate better decisions. Husband. Father. Fitness enthusiast, golfer and rugby fan.
London, GBR
Claus-Peter Wagner
EY EMEIA Financial Services Assurance Leader
Committed to strengthen the confidence and trust in the financial markets. Top priorities are the development of EY people for the future and to deliver high quality work.
Eschborn/Frankfurt (Main), DEU
Anna Anthony
EY UK Managing Partner, Financial Services
Passionate about helping the financial services industry become a force for social good. Champion of creating a culture of equality where people feel they belong. Keen wildlife photographer.
London, GBR
Stefano Battista
EY Italy Managing Partner, Financial Services
Transformational leader. Growth-oriented. Inspirer and motivator. Husband and father.
Milano, ITA
Olivier Coekelbergs
EY Luxembourg Managing Partner, Financial Services
Passionate about Private Equity and mentoring talents. Loves fishing.
Luxembourg, LUX
Ralf Eckert
EY Germany Managing Partner, Financial Services
Passionate about digital and talent transformation. Advocate for diversity, equity and inclusion. Father to three children. Golf enthusiast.
Eschborn/Frankfurt (Main), DEU
Xavier Freynet
EY France Managing Partner, Financial Services
Focused on helping clients through innovation, transformation and long-term collaboration. Family. Rugby.
Paris La Défense, FRA
Thomas Griess
EY Germany Financial Services Strategy and Transactions Leader
Certified accountant and certified tax consultant. EY Germany Financial Services Leader. Passionate about tennis, golf, skiing and diving. Treasurer at the Lions Club.
Eschborn/Frankfurt (Main), DEU
Yannick Grécourt
EY EMEIA Financial Services Digital Service Leader
Innovative leader. Passionate about understanding clients. Curious about new technology. Energized by team success. Married sailor with two daughters.
Diegem, BEL
Bruno Patusi
EY Switzerland Managing Partner, Financial Services
Passionate business leader. Trusted auditor and advisor to the financial services industry.
Zurich, CHE
Colin Ryan
EY Ireland Financial Services Leader
Passionate about effective teaming and finding novel approaches to complex problems. Known for building high performing teams and a commitment to long-term outcomes for EY clients.
Dublin, IRL
Ana Salcedas
EY Portugal Financial Services Managing Partner, Ernst & Young, SROC
Responsible for building the Financial Services team in Portugal and Angola. Mother of two girls. Passionate about travelling and interacting with new people and cultures.
Lisbon, PRT
Dan Saunders
EY Channel Islands Managing Partner, Financial Services
Leads audits and services to Jersey, Guernsey and international clients. Passionate about helping people achieve their potential. Enjoys traveling. Husband and father of two.
St. Helier, JEY
Sven Tärnvik
EY Nordics Financial Services Managing Partner
Passionate about financial services and consulting. A “family man” with wife Tina and three children, living at Lidingö just outside Stockholm. Loves music. Pretty good cook and disastrous golfer.
Stockholm, SWE
Marcel van Loo
EY Europe West Regional Managing Partner
Advocate for diversity and inclusiveness. Passionate about providing people the opportunity to reach their full potential. Avid golfer, tennis player and music lover.
Amsterdam, NLD
Our EMEIA leaders
Omar Ali
EY EMEIA Financial Services Regional Managing Partner
Passionate about building a better financial services industry with our people and our clients. Champion for DE&I and helping our people to reach their potential. Football enthusiast. Bad at skiing.
London, GBR
Martina Keane
EY EMEIA Financial Services Chief Operating Officer; EMEIA Deputy Regional Managing Partner
Accountancy leader. Innovation champion. Lover of the great outdoors.
Dublin, IRL
Hanne Kaerhoeg
EY EMEIA Financial Services Markets Leader
Focused on building and delivering client transformation for financial services businesses. Keen advocate for DE&I and the role of women in technology. Mother of three. Loves running and hiking.
Copenhagen, DNK
Anne-Marie Balfe
EY EMEIA Financial Services Talent Leader
Talent strategist. Business transformation enthusiast. Committed to development. Advocate for diversity, equity, and inclusiveness. Mom who loves running.
London, GBR
Alex Birkin
EY EMEIA Financial Services Consulting Leader and Managing Partner
Focused on creating the world’s leading transformation consultancy, trusted to help EY clients generate long-term value. Passionate about cars. Keen golfer. Husband and father of three.
London, GBR
Benoit Gerard
EY EMEIA Financial Services Strategy and Transactions Leader
Impact-driven strategic thinker with a technical edge. Passionate about financial services. Father of three daughters.
Diegem, BEL
Hermin Hologan
EY EMEIA Wealth & Asset Management Leader
Wealth and asset management advisor. Champion for anti-racism and DE&I. Father. Keen golfer.
Tara Kengla
EY EMEIA Financial Services Public Policy Leader
Partner in UK CFO Consulting Services. Global experience in Banking. Active on diversity iniatives at EY and in the business community in London.
London, GBR
Loubna Lemaire
EY EMEIA Financial Services Tax and Law Leader
Tax lawyer. Advocate for diversity, equity and inclusiveness. Proud mother of two boys. Passionate about travel and culture.
Paris, FRA
Phil Vermeulen
EY EMEIA Financial Services Insurance Leader
Transformation leader and client relationship partner. Passionate about helping insurance clients fulfill their potential. Average runner; better cook. Father to twin boys.
Zurich, CHE
Bharat Mathur
EY EMEIA Financial Services (FS) Strategic Alliances Leader; EY Global FS Microsoft Alliance Executive Sponsor; UK FS Payments Leader
Leader focused on driving value for clients by embedding disruptive technology into their businesses. Bharat is married to Smita and likes to unwind with family or on the tennis court.
London, GBR
Nigel Moden
EY EMEIA Financial Services Banking and Capital Markets Leader
Passionate believer in the banking industry as a force for good. Leading advocate for the talent agenda in EY. Builder of diverse teams. Avid cricketer.
London, GBR
Paul Noonan
EY EMEIA Financial Services Region Finance Leader
Finance leader and business advisor, driving better insights through analytics to facilitate better decisions. Husband. Father. Fitness enthusiast, golfer and rugby fan.
London, GBR
Claus-Peter Wagner
EY EMEIA Financial Services Assurance Leader
Committed to strengthen the confidence and trust in the financial markets. Top priorities are the development of EY people for the future and to deliver high quality work.
Eschborn/Frankfurt (Main), DEU
Anna Anthony
EY UK Managing Partner, Financial Services
Passionate about helping the financial services industry become a force for social good. Champion of creating a culture of equality where people feel they belong. Keen wildlife photographer.
London, GBR
Stefano Battista
EY Italy Managing Partner, Financial Services
Transformational leader. Growth-oriented. Inspirer and motivator. Husband and father.
Milano, ITA
Olivier Coekelbergs
EY Luxembourg Managing Partner, Financial Services
Passionate about Private Equity and mentoring talents. Loves fishing.
Luxembourg, LUX
Ralf Eckert
EY Germany Managing Partner, Financial Services
Passionate about digital and talent transformation. Advocate for diversity, equity and inclusion. Father to three children. Golf enthusiast.
Eschborn/Frankfurt (Main), DEU
Xavier Freynet
EY France Managing Partner, Financial Services
Focused on helping clients through innovation, transformation and long-term collaboration. Family. Rugby.
Paris La Défense, FRA
Thomas Griess
EY Germany Financial Services Strategy and Transactions Leader
Certified accountant and certified tax consultant. EY Germany Financial Services Leader. Passionate about tennis, golf, skiing and diving. Treasurer at the Lions Club.
Eschborn/Frankfurt (Main), DEU
Yannick Grécourt
EY EMEIA Financial Services Digital Service Leader
Innovative leader. Passionate about understanding clients. Curious about new technology. Energized by team success. Married sailor with two daughters.
Diegem, BEL
Bruno Patusi
EY Switzerland Managing Partner, Financial Services
Passionate business leader. Trusted auditor and advisor to the financial services industry.
Zurich, CHE
Colin Ryan
EY Ireland Financial Services Leader
Passionate about effective teaming and finding novel approaches to complex problems. Known for building high performing teams and a commitment to long-term outcomes for EY clients.
Dublin, IRL
Ana Salcedas
EY Portugal Financial Services Managing Partner, Ernst & Young, SROC
Responsible for building the Financial Services team in Portugal and Angola. Mother of two girls. Passionate about travelling and interacting with new people and cultures.
Lisbon, PRT
Dan Saunders
EY Channel Islands Managing Partner, Financial Services
Leads audits and services to Jersey, Guernsey and international clients. Passionate about helping people achieve their potential. Enjoys traveling. Husband and father of two.
St. Helier, JEY
Sven Tärnvik
EY Nordics Financial Services Managing Partner
Passionate about financial services and consulting. A “family man” with wife Tina and three children, living at Lidingö just outside Stockholm. Loves music. Pretty good cook and disastrous golfer.
Stockholm, SWE
Marcel van Loo
EY Europe West Regional Managing Partner
Advocate for diversity and inclusiveness. Passionate about providing people the opportunity to reach their full potential. Avid golfer, tennis player and music lover.
Amsterdam, NLD
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