2023 EY Global Wealth Research Report

Discover how wealth managers can adapt amid market volatility and global uncertainty to help clients navigate their financial goals.

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Key insights from our global research

How will wealth managers deliver personal service in a virtual world?

The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. How can wealth managers harness the potential benefits?

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How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

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How can today’s millennial investors drive tomorrow’s business growth? 

The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?

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    2023 EY Global Wealth Research Report

    As the industry experiences a time of exceptional change, our survey reveals unique client insights and explores industry responses.

    Explore our case studies

    How privacy and consent built customer trust for a financial institution

    EY Nexus for Banking helped a financial institution with a privacy initiative that uses transparency to build trust and brand loyalty. Read the case study.

    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.