Wealth and Asset Management

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

Wealth & Asset Management Technology

 

Explore more to see how cutting-edge solutions are revolutionizing the financial industry. Learn how technology is driving growth and improving client experiences in asset management.

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EY 2024 Registered Funds Seminar

This event featured impactful discussions on today’s opportunities and challenges, plus keynote remarks from Eric J. Pan, President and CEO of the Investment Company Institute.

EY registered funds seminar

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

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.

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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.

How growth leaders approach marketing

Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn 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.

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.

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.

    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.

    Explore EY's Wealth and Asset Management case studies

    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 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.

    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.

    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.

      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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