Wealth & Asset Management

We help investment firms anticipate what’s after what’s next.

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 coopetition 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 discussion 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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Featured thinking

Six ways asset managers can prepare for an uncertain future

Mike Lee
2 Feb 2023

2023 EY Global Wealth Research Report

Take a more detailed look at the drivers putting money in motion, together with a range of potential strategic responses.

Request the report

 

Sustainable investing

Learn how firms are changing themselves, helping their clients and supporting transition.

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FinCrime Operations in Wealth & Asset Management

Learn how wealth and asset managers can improve financial crime operations to stay relevant and unlock new growth opportunities.

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How EY can help

Wealth & asset management strategy consulting

EY-Parthenon wealth and asset management consulting teams help manage changes to improve return.

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EY Nexus for Wealth and Asset Management

A business transformation platform optimized for wealth and asset management.

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Wealth and private banking services

Establishing a bold strategic vision for the future to help enable wealth managers and private banks to transform their business.

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Strategic cost transformation

Wealth and asset managers need to transform costs to navigate the industry inflection point and challenging operating margins. From strategy to implementation, we can help transform strategic, structural and tactical costs while sustaining cost management practices across the entire value chain.

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Technology-enabled transformation

We help you effectively harness the power of technology to simplify, rationalize and centralize your firm’s operations, clearing the way to improve efficiency and extend product capabilities to attract new investments.

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Operational efficiency

We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.

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Client experience

We help you forge stronger client relationships built on performance, engagement and trust.

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WAMapps

WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows.

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EY Cloud Data IQ

EY Cloud Data IQ is a cloud-based data analytics platform, supported by a managed service. It provides a thin layer of automated data governance – helping asset management firms integrate data from legacy platforms, drive digital transformation and move from insight to action.

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Sustainable Finance

Create more value by defining sustainability goals with help from the EY sustainable finance teams.

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