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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?
11 May 2023
Mike Lee
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
24 Apr 2023
Mike Lee
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?
24 Apr 2023
Mike Lee
Explore our case studies
Transforming a private bank for customer centricity and innovation
EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.
21 Jul 2023
Mike Lee
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.
01 Mar 2023
David Deane
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.
28 Sep 2022
Gurdeep Batra
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.
02 Jul 2021
Thierry Groues
How EY can help
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A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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A transformative solution that accelerates innovation, unlocks value in your ecosystem, and powers frictionless business. Learn more.
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Our team can help wealth managers and private banks transform and grow their business. Find out more.
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The team
Mike Lee
EY Global Wealth & Asset Management Leader
Spirited leader for wealth and asset management. Champion for change. Driven to produce better outcomes and simplify the complex. Passionate about family, friends and sports.
New York, USA
Jan Bellens
EY Global Banking & Capital Markets Sector Leader
Passionate leader on innovation in financial services, especially in emerging markets. Global citizen. Keen traveler.
New York, USA
Mark Wightman
EY UK Wealth & Asset Management Transformation Leader
Leveraging technology and cultural change to drive the future of wealth and asset management. Global traveller with an Asia Pacific focus. Thought leader. Educator. Father.
London, GBR
