Asset and wealth management

PwC offers the US asset management industry globally integrated assurance, tax consulting and transaction services, research and analysis.

PwC can help

The critical issues asset and wealth managers face today are affecting their entire business. The industry continues to address regulatory reform, financial reporting requirements, implementation of cost effective technologies, talent acquisition and increasing demands from stakeholders. These challenges are forcing asset and wealth managers to rethink business strategies.

Our professionals assist with many of today's largest, most challenging issues impacting the asset and wealth management industry.

Asset and wealth management

7 Day Yield video series


7 Day Yield - Episode 17 - Marketplace lending and crowdfunding in the classroom


7 Day Yield Special Edition: Asset management industry faces change following the election

Contact us

Gary Meltzer
US Asset and Wealth Management Leader
Tel: +1 (646) 471 8763

Bernadette Geis
US Asset and Wealth Management Assurance Leader
Tel: +1 (617) 530 5069

Julien Courbe
Principal, Advisory Financial Services
Tel: +1 (646) 471 4771

Thomas J. Holly
US Asset & Wealth Management Tax Leader
Tel: +1 (410) 215 0627

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