Wealth & Asset Management

EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.

2023 EY Global Alternative Fund Symposium

Explore this 6-episode series from today's thought leaders.

Cryptocurrency and digital assets subject to IRS reporting

Our information and reporting tax professionals summarize the provision in the Infrastructure Investment and Jobs Act.

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Our latest thinking on Wealth & Asset Management

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.

31 Oct 2023 Abhinav Goel + 1

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.

25 Oct 2023 Meredith Jones

Considerations when forming a business development company

Asset managers considering entering the BDC space should understand the increased burden associated with doing so.

21 Sep 2023 Eyal Seinfeld + 1

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.

08 Sep 2023 EY Global

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.

18 Aug 2023 Sara Elinson + 1

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.

22 May 2023 Todd Johnson + 4

    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.

    COVID-19 in Financial Services

    COVID-19 is an unfolding event bringing uncertainty to every boardroom. Our financial services teams are here to help you navigate through the disruption, responding to current volatility, building enterprise resilience and supporting the long term recovery.

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    Explore EY's Wealth and Asset Management case studies

    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.

    30 Jan 2023 Paul Kelly

    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 Sep 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

    How transforming the front office can build a platform for growth

    EY teams helped a leading asset manager redesign its front-office operations, technology, and workflow.

    18 Jun 2021 Anil Kant

      NextWave Financial Well-Being

      To succeed with tomorrow’s consumers, financial services must become a data-driven, differentiated and hyper-personalized experience.

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