Asset and wealth management services

Unlocking insights to power you forward

Raise your expectations about what your business can achieve

For decades, asset and wealth management clients have relied on PwC to help shape their businesses. Today, our continued investments in people, processes and technology are enabling us to reshape our clients’ futures, allowing you to move with confidence, raise expectations and outpace change. 

With shifting expectations, disappearing boundaries and new opportunities, you need to be smarter and more dynamic. We bring deep expertise, a proven agile approach and the combination of future-forward technology and human experience to solving your most important problems. We keep you ahead of the competition—helping you see what others don’t. Our vision not only uncovers insights, but translates them into action that steers you in the right direction. The result? Big thinking. Bold moves. Better results. 

Bringing a complete perspective


Contact us

Thomas J. Holly
Asset and Wealth Management Leader, PwC US
Tel: +1 (410) 215 0627

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

Michael VanDemark
Asset and Wealth Management Advisory Leader, PwC US
Tel: +1 (646) 471 8859

Brian Rebhun
Asset and Wealth Management Tax Leader, PwC US
Tel: +1 (646) 471 4024

Alison Gilmore
Asset and Wealth Management Marketing Leader, PwC US
Tel: +1 (646) 471 0588

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