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.
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Wealth and Asset Management
EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.
Democratizing private markets: five questions for firms ‘going retail’
Retail investing in private markets is a major growth opportunity. Explore five questions firms must answer to go retail.
Private market keys for wealth management: framing a strategy to win
Discover how wealth platforms can align private market solutions with investor demand to scale effectively.
How leaders can aim for success as private markets change the rules
Private markets are going retail and reaching systemic scale. Understand the strategic choices around liquidity, regulation and resilience. Read more.
Our latest thinking on Wealth & Asset Management
Wealth and asset management fraud insights: 3rd edition
This EY US POV explores the fraud landscape in wealth management, highlighting trends, AI approaches and proactive measures for effective defense. Read more.
Institutional investor digital assets survey
EY-Parthenon and Coinbase institutional investor survey finds respondents balancing enthusiasm, risk and innovation in adopting digital assets.
How a real estate data strategy can add top- and bottom-line gains
Learn how to speed up your growth with a comprehensive real estate data strategy that helps investors surpass their competitors.
The dividend age: How AI is turning promise into payoff
This AI survey shows how AI investments are turning into business productivity gains and significant financial performance.
How AI simulation accelerates growth in wealth and asset management
Harness the power of AI simulation to anticipate client behavior and make faster, smarter decisions. Learn more.
Unlocking strategic advantage: Generative AI in wealth and asset management
EY research reveals that AI in wealth management is driving significant positive impacts for asset managers in both back-office and front-office use cases.
Stablecoins: adoption, optimism and regulatory clarity
EY-Parthenon 2025 stablecoin survey uncovers adoption, optimism and a desire for regulatory clarity.
Why strategic partnerships are key for wealth managers in 2025
Discover how strategic partnerships are transforming WAM, driving growth, agility, and innovation through collaboration, specialization and tech adoption.
How wealth managers can leverage complexity for competitive advantage
Client sentiment is shifting. Learn how wealth managers can respond with targeted improvements in financial and non-financial services.
How intra-generational transfers disrupt inter-generational strategies
Get detailed insights into the shape of global wealth transfers intra-generationally, and into the views and plans of Baby Boomer inheritors.
Growing enthusiasm propels digital assets into the mainstream
A joint survey by EY-Parthenon practice and Coinbase reveals rising investor enthusiasm and adoption of digital assets, driven by regulatory clarity and innovation.
The growing popularity of CITs in US retirement plans
US retirement markets shift away from mutual funds to CITs as the most popular vehicle for target date funds strategies. Learn more.
Top 10 resolutions for wealth and asset management success in 2025
Our global outlook highlights 10 resolutions that wealth and asset managers should take to drive growth in 2025.
We are entering the ‘Wealth as a Service’ era
WaaS is the future of financial advice, planning and investment management, streamlined into an accessible, client-focused solution. Read more.
The lender’s edge: data strategies for private credit
Understand the role of data in scaling private credit operations and enabling strategic transformations for asset managers.
Tax considerations for private equity or private credit funds
Discover how alternative investment strategies are becoming more accessible to high-net-worth and mass affluent retail investors through Alts Funds. Learn more.
How can alternative fund managers shape new horizons of opportunity?
Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.
How retail investors are making digital assets part of their lives
An EY-Parthenon survey of more than 1,000 retail investors shows that 64% already invest in digital assets or related products. Learn more.
Financial advisor compensation: The modernization of compensation platforms
By enhancing platform-based compensation management, wealth managers gain deeper insights into growth drivers and develop customized compensation plans.
Institutional sentiment points to increased adoption of digital assets
Institutional investors are adopting digital assets and increasing allocations in the coming years. Find out why.
How growth leaders approach marketing
Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn more.
How to navigate the US$18t wealth management challenge
Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.
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.
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.
The transformation imperative: generative AI in wealth and asset management
Wealth and asset management must focus on foundational areas as they embed generative AI into core business operations and drive transformative change.
How US asset owners think asset managers should address ESG
Strategies for asset managers to attract asset owners for environmental, social and governance (ESG) and sustainability funds in the United States.
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.
Considerations when forming a business development company
Asset managers considering entering the BDC space should understand the increased burden associated with doing so.
The future of finance: perspectives from embedded finance enablers
A market survey by Ernst & Young LLP (EY US) reveals opportunities for embedded finance providers, with benefits for customers and financial intermediaries. Read more.
How tokenization in asset management is driving meaningful opportunity
Tokenization has gained significant traction throughout the financial services industry, particularly in the asset management sector. Learn more.
SEC marketing rule and GIPS: what advisers need to know
We provide more information about the new rule and compare and contrast it with the Global Investment Performance Standards. Learn more.
Explore EY's Wealth and Asset Management case studies
Maximizing revenue through enhanced data governance strategies
Learn how a leading financial services firm drove higher revenue by improving their data governance strategies.
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.
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.
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.
How EY can help
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Not giving tax the attention it deserves on digital issues could increase the risks for organizations. Read more.
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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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Our integrated suite of tools helps you stay informed with new and evolving international taxation regimes.
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