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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37个国家的63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。


财富管理 顾问

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

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

Gabriela Carvalho

Gabriela Carvalho

Miami

Gabi Carvalho co-leads Egon Zehnder’s Global Financial Services Practice focusing on Payments, Retail Banking, FinTech and Insurance. 阅读更多

Roopa Foley

Roopa Foley

Dallas

Roopa Foley leads Egon Zehnder’s Financial Services Practice across the Americas. Roopa works most closely with Boards on Board Searches, Board… 阅读更多

Arun Dhingra

Arun Dhingra

Dallas

As the Global Head of Egon Zehnder’s CFO & Audit Chair Practice, Arun enjoys working with Boards and CEOs to recruit, assess and integrate CFOs… 阅读更多

Rachel Williams

Rachel Williams

Dallas, Palo Alto

Based in Dallas, Rachel Williams is active in Egon Zehnder’s Semiconductors and Technology Practices… 阅读更多

David Ain

David Ain

Toronto Office Leader, Montreal Office Leader

David Ain is the Managing Partner for Egon Zehnder in Canada and leads the firm's Private Capital Practice in the country. 阅读更多

Hayley Angus

Hayley Angus

Toronto

Hayley Angus co-leads Egon Zehnder’s global Insurance practice, placing at the executive and Board level. 阅读更多

Caitlin Gill

Caitlin Gill

Montreal

Caitlin Gill, based in Montreal, is an active member of Egon Zehnder’s Financial Services, Human Resources, and Private Capital practices. 阅读更多

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, is a core member of our Global CFO Practice Group and spends much of his time recruiting CFOs and other… 阅读更多

Axelle Sznajer

Axelle Sznajer

London

Axelle Sznajer, based in London, leads Egon Zehnder’s Global Tech-enabled and Fintech activities. She works with publicly traded and privately owned… 阅读更多

Iva Piombini

Iva Piombini

London

Iva, based in London, is the Co-Leader of the Global Insurance Practice at Egon Zehnder working across Executive and Board engagements. 阅读更多

Sarah Chelli

Sarah Chelli

London

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

Christian Naccour

Christian Naccour

London

Based in London, Christian Naccour assesses candidates for senior managerial positions and supports leadership development projects. 阅读更多

Raphaël Czuwak

Raphaël Czuwak

Paris Office Leader, Lyon Office Leader

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

Jerome Hamon

Jerome Hamon

Paris

Jerome Hamon, based in Paris, advises corporations and private equity firms on leadership, recruitment, and talent development. Jerome leads our… 阅读更多


智识与洞见 | 财富管理

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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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