Just as digitization has reshaped many industries, "wealth as a service" will see wealth management become as convenient and engaging as online shopping or social media.
Why wealth could be the next big service
2018 Global Alternative Fund and Investor Survey
Financial Services Briefing
EY FinTech Hub
Digital. Human. Do we have to choose?
Driving digital into the heart of Asia’s financial services industry
EY Conversation with Citibank
M&A growth for wealth & asset management
The questions that will change investing
Helping the industry catalyze transformation
From tech-enabled innovation and new market entrants to intense cost pressures and expanding customer expectations, wealth and asset management firms will likely change more in the next five years than they have in the last 25 years. We work with wealth and asset management firms to get ahead of the curve to secure a promising future for the industry and improve financial well-being around the world.
It starts with asking better questions – questions about our clients’ most complex problems, serious challenges and growth opportunities. When we ask better questions we find better answers that lead to bolder strategies, more efficient operations and stronger performance.
We cover key issues in these areas:
- Winning and retaining the right clients
We help our clients grow their business by getting new and innovative products to market quickly, enhancing distribution strategies, improving efficiency and accuracy of onboarding new clients and attracting new investors through digital interfaces.
- Operating at optimal efficiency
We help clients improve front, middle and back office functions. Our goal is to help clients increase efficiency and manage the overall impact on profitability by leveraging technology, data and digital teams across the value chain.
- Protecting your business and brand
We help clients drive an integrated and holistic approach to global enterprise risk and regulatory compliance issues. We leverage functional, technology and data teams to provide leading class solutions that address current market issues, threats and vulnerabilities.
- Balancing the risk/reward equation
We work with clients to develop and enhance leading class integrated risk and finance infrastructures. Our focus is on end-to-end financial transformation assistance, developing and enhancing frameworks for improved financial risk reporting and core finance transformation including ERP implementations.
- Creating value amid disruption
We work with clients on their strategic growth, business portfolio and investment and divestment decisions. We have also developed a methodology to help companies understand areas of vulnerability relating to activism and how best to prepare and respond.
Connect with us
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Financial institutions need business strategies that thrive in a fully digital world – they don’t need to “go digital”, they need to be digital.