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Wealth & Asset Management
EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.
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
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
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
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
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
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
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.
Read more
The Wealth & Asset Management team
Jun Li
EY Americas Wealth & Asset Management Co-leader
Passionate about diversity and inclusiveness, mentoring and sponsorship. Loves beach vacations with family, relaxing with a good book and watching his young daughter win chess matches.
New York, USA
Mike Lo Parrino
EY Americas Wealth & Asset Management Co-leader and FSO Private Equity Leader
Private equity veteran bringing the broad power of EY to the clients. Relationship builder. Problem tackler. Avid gardener.
New York, USA
