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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财富管理 顾问

David Noble

David Noble

New York

David Noble, based in New York and Miami Beach, works across industries globally. He coaches CEO’s and their teams to help them crack high stakes… 阅读更多

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 阅读更多

Arnaud Tesson

Arnaud Tesson

Boston, New York

Arnaud Tesson, based in Boston, leads Egon Zehnder’s U.S. Asset Management Practice and helps clients navigate that industry’s ongoing transformation. 阅读更多

Donald Chae

Donald Chae

Chicago

Based in Chicago, Donald Chae assists clients with executive search as well as management appraisal and development. 阅读更多

Andrew Hwang

Andrew Hwang

Chicago, New York

Andrew Hwang, based in Chicago and New York, is an active member of Egon Zehnder’s Financial Services practice. 阅读更多

Gabriela Carvalho

Gabriela Carvalho

Miami

Gabi Carvalho, based in Miami, heads the Global Retail Financial Services Practice, focusing on payments, retail banking, insurance, and asset… 阅读更多

Arun Dhingra

Arun Dhingra

Dallas

As the Managing Partner of Egon Zehnder’s Dallas office and the Global Head of Egon Zehnder’s Financial Officers practice… 阅读更多

Roopa Foley

Roopa Foley

Dallas

Roopa Foley leads Egon Zehnder’’s US Consumer Financial Services Practice. In addition to global financial services companies… 阅读更多

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, originally from Vancouver, is based in Toronto and is a member of Egon Zehnder’s Financial Services Practice. She specializes in… 阅读更多

David Ain

David Ain

Toronto

David Ain, based in Toronto, leads Egon Zehnder’s Private Equity Practice in Canada and focuses on C-suite and board succession including search… 阅读更多

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, plays key roles in Egon Zehnder’s Financial Officers and Financial Services practices while also working… 阅读更多

Carlos Vázquez

Carlos Vázquez

Mexico

Carlos Vázquez, based in Mexico City, leads Egon Zehnder’s Financial Tech, Private Equity, Financial Services, and Energy & CleanTech practices in… 阅读更多

Laurent de Meeûs

Laurent de Meeûs

London

Laurent de Meeûs is a trusted advisor to banks, insurance, and asset management companies. Based in London… 阅读更多

Axelle Sznajer

Axelle Sznajer

London

Axelle Sznajer, based in London, leads Egon Zehnder’s activities around tech-enabled services and FinTech in Europe. She works with publicly traded… 阅读更多

Sarah Chelli

Sarah Chelli

London

Based in London, Sarah Chelli is an active member of Egon Zehnder’s Private Equity Practice. She is a trusted advisor to a wide range of clients… 阅读更多

Luis Baon

Luis Baon

Madrid, Barcelona

Based in Madrid, Luis Baón is a trusted advisor on talent assessment, management appraisal, and leadership consulting. He is active in Egon Zehnder’s… 阅读更多


Thought Leadership | 财富管理

Competencies that Generate Growth – Return on Leadership

Competencies that Generate Growth – Return on Leadership

Growth is the Holy Grail of corporate strategy. Not only do high-growth companies deliver significantly greater shareholder returns than the average, they are also… 阅读更多

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