Wealth & Asset Management

EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.

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 competition 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 the conversation from reacting to change, to helping shape it.

Ultimately, our work helps you not just stay competitive, but change investing for the better.

2023 EY Global Alternative Fund Symposium

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Our latest thinking on Wealth & Asset Management

2023 EY Global Wealth Research Report

As the industry experiences a time of exceptional change, our survey reveals unique client insights and explores crucial industry responses.

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How EY can help

Financial Instruments Tax Solutions

The COVID-19 pandemic has caused the largest dislocation in credits since the Great Financial Crisis. EY’s Financial Instruments Tax Solutions (FITS) practice utilizes modelling and calculation tools to provide debt tax planning, compliance, and advisory services to debt investors.

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.

Global Tax Investing Services

EY's global tax investing services can help asset managers be more proactive in meeting, monitoring and managing risks of the growing expanding and evolving tax requirements in markets where they invest.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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About EY

EY is a global leader in assurance, consulting, strategy and transactions, and tax services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

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This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.