亿康先达
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财富管理

财富管理是一个日益全球化的行业,需要满足国际和区域客户的服务需求和监管要求。尽管不同地区的客户期望各不相同,但与财富管理领域关系最密切的包括欧洲的传统理财咨询和可支配财富管理行业、美国的经纪行业、以及亚洲的交易导向。在所有地区,随着客户的关注焦点转移到服务和咨询质量上,以及始终存在的绩效因素上,税务优化已经不再是首要驱动因素。
 
亿康先达作为全球财富管理行业咨询领导者的独特地位为我们提供了合作制定解决方案的视角,既能解决客户的当前运营问题、又能帮助其为实现未来雄心做好准备。我们来自相关行业的顾问遍及40个国家的68家分支机构,他们善于区分本土、区域和全球性问题,并据此应对。例如,我们善于处理过去10到15年来日益增强的监管角色,以及从零售银行转到私人银行领域的人才所面临的更大挑战。
 
我们的深厚行业知识和数十年的合作关系涵盖了整个财富管理价值链中的所有职位 —   从首席投资官、投资组合经理到IT、风控、法务和HR等后台职能,当然还有前台业务领导人和CEO。我们独特的协作模式可确保顺利调动公司的全球资源。我们希望有机会帮助您体验真正的合作关系。

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David Noble

David Noble

New York

David Noble, based in New York, works across industries globally.

顾震寰

顾震寰

New York

顾震寰常驻香港/上海,他是深受大中华区及亚太区大型金融机构、本土企业和私募股权投资公司信赖的专业顾问

Arnaud Tesson

Arnaud Tesson

Boston, New York

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Donald Chae

Donald Chae

Chicago

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Gabriela Carvalho

Miami

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Arun Dhingra

Arun Dhingra

Dallas

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David Ain

David Ain

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Benoît-Carl Coulombe

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Montreal, Toronto

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Carlos Vázquez

Carlos Vázquez

Mexico

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Laurent de Meeûs

Laurent de Meeûs

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Axelle Sznajer

Axelle Sznajer

London

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Jonathan Skan

Jonathan Skan

London

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Luis Baon

Luis Baon

Madrid, Barcelona

Based in Madrid, Luis Baón is a trusted advisor on talent assessment, management appraisal, and leadership consulting.

Tristan de Silguy

Tristan de Silguy

Paris

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Raphaël Czuwak

Raphaël Czuwak

Paris

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

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