Private market wealth management: a strategy to win

EY and EY-Parthenon are emphasizing an integrated strategic approach to private market wealth management to help firms create long-term value. The firm leverages a combination of data-driven technology and specialized services to address the complex needs of the wealth and asset management sector. This focus is designed to help clients navigate transformation, growth, and operational challenges in a shifting global economy.

EY-Parthenon offers a comprehensive suite of strategic services aimed at the wealth management sector, including corporate and growth strategy, private equity value creation, and M&A advisory. These services are designed to help firms manage divestment strategies, corporate finance, and valuation modeling while utilizing AI-powered technology to enhance decision-making. The firm emphasizes that its solutions provide trust through assurance, enabling clients to transform and operate more effectively in a competitive landscape.

The organization’s specialized 'Private' service lines, such as Private Client Audit and Private Tax, are central to its wealth management strategy. These offerings include international tax services, tax controversy support, and tax technology, all coordinated through the EY Center for Tax Policy. By focusing on these niche areas, EY aims to support high-net-worth clients and private entities in maintaining compliance and optimizing their financial structures across various jurisdictions.

Furthermore, EY highlights the integration of sustainability and ESG factors into financial services, offering guidance on sustainable finance and the renewable energy transition. The firm also points to the impact of emerging technologies, noting that agentic AI is currently changing enterprise costs and operational models. Through platforms like EY wavespace and services such as cybersecurity managed services, the firm provides wealth managers with the tools necessary to address geopolitical strategy and technology transformation.