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金融服务业

亿康先达的金融服务业咨询团队在全球拥有110名顾问,其规模堪称业内最大。过去五年来,我们为客户完成了包括300个CEO寻访项目在内的6千多个项目,在人才咨询、CEO继任、首席级高管评估与发展、职业辅导等领域展现了专业优势。

我们相信,亿康先达的成功部分源自我们只从相关行业中聘请顾问的原则。这一原则可确保我们的顾问对于迅速转型的金融服务业中企业高管所面临的问题具有第一手的了解。

在当今环境下,某个职位的理想人选可能会身处其他国家或其他大洲,因而我们真正全球化的组织架构和项目方法更显重要。和其他严重依赖个人的高管寻访公司相比,亿康先达的全球63家分支机构随时待命为客户解决任何问题,我们独特的激励机制既鼓励跨国协作、又鼓励充分发挥当地市场的专业知识。

鉴于监管要求不断变化、数据解析技术的影响日益增大、随着市场准入门槛的降低而出现新的颠覆性业务模式、以及复杂的地缘政治因素,亿康先达深厚的专业知识和一体化项目方法可帮助金融服务机构应对任何领导力挑战。



金融服务业 顾问

Raphaël Czuwak

Raphaël Czuwak

Paris Office Leader, Lyon Office Leader

Global Lead

Raphaël Czuwak leads Egon Zehnder’s global Financial Services Practice. Previously, he led the global Insurance and Asset Management segments of the… 阅读更多

Francisco Paret

Francisco Paret

New York

US Lead

Francisco Paret, based in New York, is a member of the Financial Services, Private Capital, CEO and Board Consulting Practices. 阅读更多

Claude Shaw

Claude Shaw

New York Office Leader

Claude Shaw is the Managing Partner of Egon Zehnder’s New York office and a member of the firm’s global Executive Committee. 阅读更多

Kal Bittianda

Kal Bittianda

New York

Based in New York, Kal Bittianda is passionate about disruptive technology and digital transformation. He advises Boards… 阅读更多

Kenna Baudin

Kenna Baudin

New York

Based in New York, Kenna Wyllie Baudin serves as Global Head of Private Capital. She focuses on senior-level executives at private capital funds… 阅读更多

David Noble

David Noble

New York

David Noble is globally trusted by CEOs and their teams, boards of directors, investors and star athletes to help them crack high-stakes leadership… 阅读更多

Justin Zale

Justin Zale

New York

Based in New York, Justin Zale co-leads Egon Zehnder’s real estate practice globally, and previously led the effort in North America. 阅读更多

Charles Gray

Charles Gray

New York

Charles “Chuck” Gray, based in New York, co-leads Egon Zehnder’s U.S. CEO and Board Practice. He advises clients on CEO Succession, board recruitment… 阅读更多

Ashley Ma

Ashley Ma

New York

Based in New York, Ashley Ma is a core member of Egon Zehnder’s Financial Services and Technology and Communications Practices. 阅读更多

Smriti Vicari

Smriti Vicari

New York

Smriti Vicari leads Egon Zehnder’s North American fintech practice, and is also active in our broader financial services, Board and CFO practices. 阅读更多

Calvin Yee

Calvin Yee

New York, Los Angeles

Calvin Yee, based in New York and Los Angeles, is the Head, Global Media, & Entertainment, a leader in the Sports & Digital Practice and serves… 阅读更多

Rebecca Spaulding

Rebecca Spaulding

New York

Rebecca Spaulding is a key member of Egon Zehnder’s Leadership Advisory and Financial Services groups. 阅读更多

Neil Hindle

Neil Hindle

New York, Washington, D.C.

Neil Hindle, based in New York, was the former Lead for Egon Zehnder’s Public and Social Sector Practice globally and has deep expertise appointing… 阅读更多

Albert Laverge

Albert Laverge

New York

Albert Laverge, based in New York, leads Egon Zehnder’s Investment Banking, Corporate Banking & Markets Practice worldwide. His consulting work… 阅读更多

Beth McCarter

Beth McCarter

New York

Beth McCarter, based in New York City, draws on more than 20 years of experience in retail, business and commercial banking, and wealth management. 阅读更多

Allison Grover

Allison Grover

New York

Based in New York, Allison leads Egon Zehnder’s New York Banking & Markets Practice, where she focuses on investment banking, capital markets… 阅读更多


智识与洞见 | 金融服务业

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The Power of Procurement: Tackling the Climate Challenge

The Power of Procurement: Tackling the Climate Challenge

The fight against climate change has never been more urgent. Between 2011 and 2020, average global temperatures were roughly 1.1°C higher than those between… 阅读更多

Unlocking Leadership at Scale for Israeli Startups

Unlocking Leadership at Scale for Israeli Startups

Our insights with Israeli firms show three key areas for startup success: IPO-ready board, global executive attraction, and culture for expansion. 阅读更多

The New Playbook of CFOs

The New Playbook of CFOs

An assertive hiring process doesn’t happen overnight, and it’s crucial to analyze where the organization currently stands, where it wants to go, and how… 阅读更多

Neue Zürcher Zeitung – Swiss Firms Beef Up Boards With Financial Activist Experts

Neue Zürcher Zeitung – Swiss Firms Beef Up Boards With Financial Activist Experts

With attacks from financial activists on the rise, companies are starting to beef up their boards with experienced experts, reports the Swiss daily Neue… 阅读更多

Finanz und Wirtschaft – Firms Base Pay for Performance on New Benchmarks

Finanz und Wirtschaft – Firms Base Pay for Performance on New Benchmarks

Pay for Performance traditionally means that CEO compensation is tied to a company’s fortunes, reports the Swiss financial daily Finanz und Wirtschaft. 阅读更多

Working With the Audit Committee: How CFOs Can Win Over Their Toughest Audience

Working With the Audit Committee: How CFOs Can Win Over Their Toughest Audience

A strong relationship between a public company’s chief financial officer and its audit committee is critical if the board is to provide appropriate risk… 阅读更多

Making the Future Now — How Financial Services Firms Can Adapt to a Customer-Centric World

Making the Future Now — How Financial Services Firms Can Adapt to a Customer-Centric World

Challenged by quick-moving rivals from outside the industry, traditional financial services institutions are looking to remake themselves to meet the expectations of customers who… 阅读更多

Banks Become Wise to the Age of Data

Banks Become Wise to the Age of Data

Banks are becoming data companies and need new leaders in the boardroom and below. Perhaps, not before time, boring banking is starting to make… 阅读更多

Winning in Latin America

Winning in Latin America

Why a long-term commitment to Latin America, despite its volatility and inevitable down cycles, is a winning strategy. 阅读更多

Changing Perceptions of the Treasurer’s Role

Changing Perceptions of the Treasurer’s Role

Over the past few months Egon Zehnder has hosted a series of informal gatherings, bringing together senior Finance executives to share views on the… 阅读更多

Reward – seeking the ideal blend of financial compensation and fulfillment (6th International Executive Panel)

Reward – seeking the ideal blend of financial compensation and fulfillment (6th International Executive Panel)

The financial and economic crisis has fanned the flames of the heated debate over bonus payments and executive salaries. 阅读更多

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