Wealth & Asset Management

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or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h4>Spotlight</h4> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-links-1" class="cmp-container"> <div class="container responsivegrid"> <div 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href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/campaigns/case-studies.html\">Case studies</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/campaigns/coo.html\">Operations leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/campaigns/cio.html\">Technology leaders</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p><a href="/en_gl/services/ai">AI insights</a></p> <p><a href="/en_gl/ceo">CEO agenda</a></p> <p><a href="/en_gl/cfo-agenda">CFO agenda</a></p> <p><a href="/en_gl/board-matters">EY Center for Board Matters</a></p> <p><a href="/en_gl/media/podcasts">Podcasts</a></p> <p><a href="/en_gl/media/webcasts">Webcasts</a></p> <p><a href="/en_gl/case-studies">Case studies</a></p> <p><a href="/en_gl/coo">Operations leaders</a></p> <p><a href="/en_gl/cio">Technology leaders</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="container-a17c1e23e0" class="cmp-container"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="sitenav-sub-wrapper-2" class="cmp-container" role="tabpanel"> <div class="container responsivegrid"> <div id="subnav-intro-wrapper-2" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-intro-title-2" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-a6dd0169b7":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-02-19T11:45:38Z","xdm:text":"<h3>Services</h3>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h3>Services</h3> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-description-2" class="cmp-container"> <div class="rich-text text"><div 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Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-button-2" class="cmp-container"> <div class="button"> <a class="up-button cmp-button " href="/en_gl/services" aria-label="Explore Services" data-cmp-clickable data-up-is="button" 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transformation consulting</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/services/consulting/technology-transformation.html\">Technology transformation</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/services/tax-function-operations.html\">Tax function operations</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/services/climate-change-sustainability-services.html\">Climate change and sustainability services</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/campaigns/ecosystems.html\">EY Ecosystems</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/industries/financial-services/business-transformation-platform.html\">EY Nexus: business transformation platform</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p><a href="/en_gl/services/ai/platform">EY.ai - A unifying platform</a></p> <p><a href="https://www.ey.com/en_gl/realize-your-ambition/strategy-transaction-transformation-consulting">Strategy, transaction and transformation consulting</a></p> <p><a href="/en_gl/services/consulting/technology-transformation">Technology transformation</a></p> <p><a href="/en_gl/services/tax-function-operations">Tax function operations</a></p> <p><a href="/en_gl/services/climate-change-sustainability-services">Climate change and sustainability services</a></p> <p><a href="/en_gl/ecosystems">EY Ecosystems</a></p> <p><a href="/en_gl/industries/financial-services/business-transformation-platform">EY Nexus: business transformation platform</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="container-03514888f6" class="cmp-container"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="sitenav-sub-wrapper-3" class="cmp-container" role="tabpanel"> <div 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data-up-hook-rich-text="richTextContent"> <h3>Industries</h3> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-description-3" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-63a2a7e49c":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-01-10T09:41:40Z","xdm:text":"<p>Discover how EY insights and services are helping to reframe the future of your industry.<br>\r\n</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>Discover how EY insights and services are helping to reframe the future of your industry.<br /> </p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> 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data-analytics-action-value>Explore</span> </a> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-wrapper-3" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-links-title-3" class="cmp-container"> <div class="rich-text text"> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-l2-3" class="cmp-container"> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-see-more-3" class="cmp-container"> <div class="rich-text text"> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-wrapper-3" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-highlights-l3-3" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-highlights-l3-see-more-3" class="cmp-container"> <div class="rich-text text"><div 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activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h4>Case studies</h4> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-links-3" class="cmp-container"> <div class="eycom-tier3-casestudy"> <div class="caseStudies"> <p class="caseStudies__title">Workforce</p> <p> <a href="/en_gl/insights/workforce/how-microsoft-built-a-new-mobility-model-for-cross-border-talent">How Microsoft built a new mobility model for cross-border talent</a> </p> <p> <span class="date">13 May 2024</span><a href="/en_gl/people/ey">EY Global </a> </p> </div> <div class="caseStudies"> <p class="caseStudies__title">Private equity</p> <p> <a href="/en_gl/insights/private-equity/how-genai-is-empowering-talent-at-a-pe-backed-consumer-brand">How GenAI is empowering talent at a PE-backed consumer brand</a> </p> <p> <span class="date">08 May 2024</span><a href="/en_gl/people/ey">EY Global </a> </p> </div> <div class="caseStudies"> <p class="caseStudies__title">Strategy and Transactions</p> <p> <a href="/en_gl/insights/strategy-transactions/how-carve-outs-positioned-an-automotive-giant-for-future-growth">How carve-outs positioned an automotive giant for future growth</a> </p> <p> <span class="date">11 Apr 2024</span><a href="/en_gl/people/ey">EY Global </a> </p> </div> </div> <div class="container responsivegrid"> <div id="container-963a309576" class="cmp-container"> </div> </div> <div class="container responsivegrid"> <div id="container-89b74b1078" class="cmp-container"> <div class="separator cmp-separator--half-size"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-93344d6faa":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-05-03T01:22:08Z","xdm:text":"<p><a href=\"/content/ey-unified-site/ey-com/global/main/en_gl/home/campaigns/case-studies.html\">See all</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" 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extraordinary people, like you, to build a better working world.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>We bring together extraordinary people, like you, to build a better working world.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow 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activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p><a href="https://careers.ey.com/ey">Experienced professionals</a></p> <p><a href="/en_gl/careers/parthenon">EY-Parthenon careers</a></p> <p><a href="https://eyglobal.yello.co/job_boards/c1riT--B2O-KySgYWsZO1Q?locale=en">Student and entry level programs</a></p> <p><a href="https://careers.ey.com/ey/lp/TC/f7abb34d58e4b33e/?locale=en_US">Talent community</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="container-647ba10138" class="cmp-container"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="sitenav-sub-wrapper-5" class="cmp-container" role="tabpanel"> <div class="container responsivegrid"> <div id="subnav-intro-wrapper-5" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-intro-title-5" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-c91ab4af7c":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-02-19T11:49:41Z","xdm:text":"<h3>About us</h3>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h3>About us</h3> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-description-5" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-36a000e2b4":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-01-10T11:29:01Z","xdm:text":"<p>At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read More" data-up-translation-read-less="Read Less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read More </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read Less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-button-5" class="cmp-container"> <div class="button"> <a class="up-button cmp-button " href="/en_gl/about-us" aria-label="Explore About Us" data-cmp-clickable data-up-is="button" 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2700w,/adobe/dynamicmedia/deliver/dm-aid--799ff032-7efd-4741-adca-799937ffa161/ey-portrait-of-multigenerational-family-gathered-at-dining-room-table.jpg?width=3000&preferwebp=true&quality=85 3000w,/adobe/dynamicmedia/deliver/dm-aid--799ff032-7efd-4741-adca-799937ffa161/ey-portrait-of-multigenerational-family-gathered-at-dining-room-table.jpg?width=3300&preferwebp=true&quality=85 3300w,/adobe/dynamicmedia/deliver/dm-aid--799ff032-7efd-4741-adca-799937ffa161/ey-portrait-of-multigenerational-family-gathered-at-dining-room-table.jpg?width=3600&preferwebp=true&quality=85 3600w,/adobe/dynamicmedia/deliver/dm-aid--799ff032-7efd-4741-adca-799937ffa161/ey-portrait-of-multigenerational-family-gathered-at-dining-room-table.jpg?width=3840&preferwebp=true&quality=85 3840w" loading="lazy" class="cmp-image__image" itemprop="contentUrl" width="3840" height="2560" alt="Portrait of multigenerational family gathered at dining room table for birthday dinner" title="Portrait of multigenerational family gathered at dining room table for birthday dinner, Portrait of multigenerational family gathered at dining room tab"/> <meta itemprop="caption" content="Portrait of multigenerational family gathered at dining room table for birthday dinner, Portrait of multigenerational family gathered at dining room tab"/> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div id="container-1f14dac76d" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="upContentGrid component aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--12 aem-GridColumn--offset--default--0"><div> <div class="up-content-grid up-content-grid--default" id="up-content-grid-42200e1cfb" data-up-is="content-grid" data-up-analytics="content-grid" data-up-total-item-count="9"> <h2 class="up-content-grid__title">Our latest thinking</h2> <div class="up-content-grid__list" data-up-hook-content-grid="list"> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/industries/wealth-asset-management/five-priorities-for-winning-with-genai-in-wealth-and-asset-management" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-ai-young-woman-climbs-staircase-maze-v2.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-ai-young-woman-climbs-staircase-maze-v2.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-ai-young-woman-climbs-staircase-maze-v2.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-ai-young-woman-climbs-staircase-maze-v2.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="young woman climbs staircase maze"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/industries/wealth-asset-management/five-priorities-for-winning-with-genai-in-wealth-and-asset-management">Five priorities for winning with GenAI in wealth and asset management</a> </p> <p class="up-content-grid__list-item-description"> Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-03-12T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/mike-lee">Mike Lee</a> <span class="up-content-grid__list-item-tagline-authors-count" title="PrashantKher, GautamJaggi">+ 2</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/global-outlook" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-overhead-view-of-people-do-yoga-at-city-public-park.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-overhead-view-of-people-do-yoga-at-city-public-park.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-overhead-view-of-people-do-yoga-at-city-public-park.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-overhead-view-of-people-do-yoga-at-city-public-park.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Overhead view of people doing yoga at city park"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/global-outlook">Top 10 resolutions for wealth and asset management success in 2024</a> </p> <p class="up-content-grid__list-item-description"> Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-01-23T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/gurdeep-batra">Gurdeep Batra</a> <span class="up-content-grid__list-item-tagline-authors-count" title="MikeLee, ElliottShadforth, MarkWightman, HerminHologan">+ 4</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/are-you-reframing-the-future-of-asset-management-or-is-it-reframing-you" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-city-microchip-data-overlay-static-no-zoom-article.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-city-microchip-data-overlay-static-no-zoom-article.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-city-microchip-data-overlay-static-no-zoom-article.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-city-microchip-data-overlay-static-no-zoom-article.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Reframe your future micro chip data overlay"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/are-you-reframing-the-future-of-asset-management-or-is-it-reframing-you">Are you reframing the future of asset management or is it reframing you?</a> </p> <p class="up-content-grid__list-item-description"> AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2023-09-23T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/gurdeep-batra">Gurdeep Batra</a> <span class="up-content-grid__list-item-tagline-authors-count" title="HerminHologan, MikeLee, ElliottShadforth">+ 3</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/how-will-wealth-managers-deliver-personal-service-in-a-virtual-world" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-how-will-wealth-managers-deliver-personal-service-in-a-virtual-world.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-how-will-wealth-managers-deliver-personal-service-in-a-virtual-world.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-how-will-wealth-managers-deliver-personal-service-in-a-virtual-world.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-how-will-wealth-managers-deliver-personal-service-in-a-virtual-world.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Two people walk along a pink pedestrian bridge at Chuanggu Road"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-will-wealth-managers-deliver-personal-service-in-a-virtual-world">How will wealth managers deliver personal service in a virtual world?</a> </p> <p class="up-content-grid__list-item-description"> The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. 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Learn more in this case study. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-page-category="article_CaseStudy" data-up-date-user="2023-07-21T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/mike-lee">Mike Lee</a> <span class="up-content-grid__list-item-tagline-authors-count" title="UrsPalmieri, OlafToepfer">+ 2</span> </div> </div> </div> <div class="up-content-grid__list-item up-content-grid__list-item--case-study" data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/how-data-modernization-can-benefit-advisors-and-clients" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-rainbow-highway.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-rainbow-highway.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-rainbow-highway.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-rainbow-highway.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Highway with rainbow decoration"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-data-modernization-can-benefit-advisors-and-clients">How data modernization can benefit advisors and clients</a> </p> <p class="up-content-grid__list-item-description"> Creating a modern data architecture has enabled a wealth manager to provide a consistent digital experience. Learn more in this case study. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-page-category="article_CaseStudy" data-up-date-user="2022-09-28T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/gurdeep-batra">Gurdeep Batra</a> <span class="up-content-grid__list-item-tagline-authors-count" title="Sandeep Kumar , SouravMoitra">+ 2</span> </div> </div> </div> <div class="up-content-grid__list-item up-content-grid__list-item--case-study" data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/how-wealth-managers-transform-service-models-efficiently" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-bike-market-static-no-zoom-article.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-bike-market-static-no-zoom-article.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-bike-market-static-no-zoom-article.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-reframe-your-future-bike-market-static-no-zoom-article.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Reframe your future bike market"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-wealth-managers-transform-service-models-efficiently">How wealth managers transform service models efficiently</a> </p> <p class="up-content-grid__list-item-description"> EY helped a global wealth manager create innovative services and initiate a digital transformation to support its client-first ambition. Learn more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-page-category="article_CaseStudy" data-up-date-user="2021-07-02T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/thierry-groues">Thierry Groues</a> </div> </div> </div> <div class="up-content-grid__list-item up-content-grid__list-item--case-study" data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_gl/insights/wealth-asset-management/how-transforming-the-front-office-can-build-platform-for-growth" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-father-on-tree-building-tree-house-for-kids.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-father-on-tree-building-tree-house-for-kids.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-father-on-tree-building-tree-house-for-kids.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-father-on-tree-building-tree-house-for-kids.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Father on tree building tree house for kids"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-transforming-the-front-office-can-build-platform-for-growth">How transforming the front office can build a platform for growth</a> </p> <p class="up-content-grid__list-item-description"> EY teams helped a leading asset manager redesign its front-office operations, technology, and workflow. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-page-category="article_CaseStudy" data-up-date-user="2021-06-18T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_gl/people/anil-kant">Anil Kant</a> </div> </div> </div> <div class="up-content-grid__list-item 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2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/wealth-asset-management/images/ey-aerial-view-of-traffic-of-car-at-tsing-ma-bridge.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Aerial View Of Traffic Of Car At Tsing Ma Bridge"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-standardization-can-build-a-platform-for-growth">How standardization can build a platform for growth</a> </p> <p class="up-content-grid__list-item-description"> Across three continents, a leading asset manager bridged the gap by building a truly global operating model. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" 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srcset="/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-inside-the-office-building-at-night.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-inside-the-office-building-at-night.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/industries/wealth-asset-management/images/ey-inside-the-office-building-at-night.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Inside the Office Building at Night"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_gl/insights/wealth-asset-management/how-a-modern-crm-platform-can-help-transform-a-firm-s-business-model">How a modern CRM platform can help transform a firm’s business model</a> </p> <p class="up-content-grid__list-item-description"> An end-to-end transformation of 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Champion for change. Driven to produce better outcomes and simplify the complex. Passionate about family, friends and sports.</div> <div class="up-the-team__member-localization" data-up-hook-the-team="[localizations]"> New York, USA </div> </div> </a> </div> <div class="up-the-team__member" data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_gl/people/hermin-hologan"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/h/ey-hermin-hologan-meta.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/h/ey-hermin-hologan-meta.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/h/ey-hermin-hologan-meta.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/h/ey-hermin-hologan-meta.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x"/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Hermin Hologan </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">EY EMEIA Wealth & Asset Management Leader</div> <div class="up-the-team__member-description">Wealth and asset management advisor. 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Keen golfer. </div> <div class="up-the-team__member-localization" data-up-hook-the-team="[localizations]">   </div> </div> </a> </div> <div class="up-the-team__member" data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_gl/people/jun-li"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/j/ey-jun-li-v2.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/j/ey-jun-li-v2.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/j/ey-jun-li-v2.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/j/ey-jun-li-v2.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Jun Li"/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Jun Li </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">EY Global and Americas Wealth and Asset Management Leader</div> <div class="up-the-team__member-description">Passionate about diversity and inclusiveness, mentoring and sponsorship. Loves beach vacations with family, relaxing with a good book and watching his young daughter win chess matches. </div> <div class="up-the-team__member-localization" data-up-hook-the-team="[localizations]"> New York, USA </div> </div> </a> </div> <div class="up-the-team__member" data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_gl/people/elliott-shadforth"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/e/ey-Elliott-Shadforth.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/e/ey-Elliott-Shadforth.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/e/ey-Elliott-Shadforth.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/e/ey-Elliott-Shadforth.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Elliott Shadforth"/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Elliott Shadforth </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">EY Asia-Pacific Wealth & Asset Management Sector Leader</div> <div class="up-the-team__member-description">Leader and educator in financial services. 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