Wealth & Asset Management

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

Wealth and asset managers are experiencing a time of exponential change. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless.

From data and AI, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.

We help you re-think everything from pricing and operating models to competition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift the conversation from reacting to change, to helping shape it.

Ultimately, our work helps you not just stay competitive, but change investing for the better.

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2022 EY Global Alternative Fund Symposium


Explore our on-demand content from today's thought leaders. Access our compelling fireside chat with Kevin O'Leary.

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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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2021 EY Global Wealth Research Report

Discover how wealth managers can use deeper, richer insights to provide clients with more holistic, tailored and meaningful experiences.


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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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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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