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:




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Can financial advice adapt as fast as investors change?

EY - Can financial advice adapt as fast as investors change?

Discover how industry convergence is changing wealth and asset management for the better.

The new asset management global operating model

EY - The new asset management global operating model

This report explores how firms are redesigning their operating models for the future.

Global ETF Research 2017

EY - Global ETF Research 2017

Our latest report shows that ETF providers can reshape around the investor by focusing on innovation, investor journeys, cost management and regulation.