With over 30 years of industry experience, I’ve served as the lead client service partner for many of the largest and well-known traditional and alternative wealth and asset management organizations.
As EY’s Global Leader of Wealth and Asset Management, I’m responsible for the execution of our strategy. I travel the globe to work alongside our talented teams as we help our clients address entirely new questions, devise the right strategies and optimize their capabilities as they navigate challenging times.
From new regulations to Fintech advances, from ever expanding customer expectations to developing innovative client experiences, disruption is everywhere and change is a constant for the wealth and asset management industry. At EY, we help our clients embrace a diversity of views, strengthen trust with stakeholders and enhance their digital capabilities – all in support of their investors’ financial well-being.
Wealth managers will need to change sooner due to widespread market volatility and global uncertainty, which are altering individuals.
Given the ongoing market volatility, investors have a lot of questions right now and they are hungry for advice. Continued market stress is amplifying their defensive stance and appetite for both switching and adding to their portfolio. The role of the wealth manager is crucial right now and will remain in the spotlight as they evaluate their risk models, provide sound advice, and take a proactive approach to the interwoven complexities that have evolved rapidly in the past few months.