Wealth & Asset Management

Survive. Sustain. Grow.

That progression describes the global wealth and asset management industry from the bottom of the global financial crisis through today. The industry has emerged from the financial crisis to face a changing and complex regulatory and tax environment and a rapidly changing client base that’s older and more risk-averse, yet more sophisticated and demanding.

Firms are now keenly focused on managing regulatory change, risk and volatility and rapidly positioning themselves to compete for market share. Many firms have been forced to consider redesigning their business operating models as part of a renewed strategic focus on aggressive cost control and operational efficiency.

More importantly: growth has returned to the industry. Lines are blurring, both in the regulated and alternative spaces, as managers look to diversify revenue streams and find new opportunities. Firms must fully understand how the distribution game has changed, both globally and locally, and how to most effectively increase revenue and improve margins.

"At EY we pride ourselves on understanding the global issues that impact our industry, and work with our clients to produce solutions to those issues, without regard to borders and boundaries that are appropriate locally and globally."

Alex Birkin, EMEIA Wealth & Asset Management Leader



At EY we understand the importance and complexities of financial services. It’s how we connect the right people and knowledge, creating teams that can keep clients ahead of market changes, through our insights, analysis and innovations.

With blockchain what comes first, opportunity or threat?

EY explores the added value of blockchain in addressing the asset services industry challenges and ways that it can overcome industry inefficiencies.


In November 2017 EY held a global webcast to share our experiences from advising organizations to establish reasonable procedures over the past year in response to the UK’s corporate criminal offence. The one-hour recording includes actions that can be taken to maintain compliance beyond the risk assessment and wider prevention procedures in response to the Act.


25 May is just the beginning for GDPR – what to expect next

This webinar, produced in conjunction with BrightTALK, focusses on immediate actions to take and building a long term privacy strategy post May 2018. Panelists are asked to contribute their views on the EU and non-EU impacts of GDPR for the financial services sector.

GDPR FAQ videos

Video series: General Data Protection Regulation (GDPR) – your questions answered.
In this 12-part video series, EY’s GDPR professionals answer the key questions being asked in the lead up to the 25 May 2018 and beyond.

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