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Asset Management

The field of asset management is transforming rapidly. A clear convergence is under way, as historically separate areas of traditional and alternative investment management come together. At Egon Zehnder, we serve the full community of both asset managers and asset owners, covering major multiproduct and service firms, investment boutiques focused on delivering specific streams of alpha or beta, as well as institutional asset owners covering both sovereign wealth funds and family offices.

As the sector transforms and asset managers seek to defend their positions and continue to grow and evolve, we believe that firms need to become more open to identifying and integrating leaders from other sectors to spur innovation. For example, successful active managers are already embracing the use of data analytics, machine learning, and AI to inform decision-making, attracting best-in-class talent on a global basis.

Egon Zehnder can help access this game-changing array of talent. Our privileged global position — 63 offices spanning 36 countries, with more than 560 consultants worldwide —offers greater reach than boutique firms as well as a deeper insight into local talent pools, with our deep industry experience providing insights as to how the pieces fit together. We have led many CEO and C-suite searches and assessments for leading asset management firms, as well as for critical alpha-generating portfolio managers and analysts.

Clients often cite our seamless global approach as a key advantage. We’re gratified by other recent client feedback as well: “They display humanity,” “they understand us as individuals,” and “we work together well.” This indicates we are succeeding in our mission of helping clients “Experience True Partnership,” something that we would like to share with you as well.


Asset Management Berater:innen

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. Mehr erfahren

Alan Hilliker

Alan Hilliker

New York

Alan Hilliker, based in New York, is a member of Egon Zehnder’s U.S. Board Consulting and CEO practices. Mehr erfahren

Peter Koo

Peter Koo

New York

Based in New York, Peter Koo is a trusted advisor to large financial institutions across the Americas and Asia Pacific. He has particular expertise in… Mehr erfahren

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. Mehr erfahren

Kathryn Rogers

Kathryn Rogers

Boston

Based in Boston, Kathryn Rogers is an active member of Egon Zehnder’s Financial Services practice. Mehr erfahren

Roopa Foley

Roopa Foley

Dallas

Roopa Foley leads Egon Zehnder’’s US Consumer Financial Services Practice. In addition to serving global financial services clients… Mehr erfahren

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… Mehr erfahren

Elias Margonis

Elias Margonis

Houston

Based in Houston, Elias Margonis is active across Egon Zehnder’s Industrial, Supply Chain and Operations, Digital, and Internet of Things practices. Mehr erfahren

Joelle Khoury

Joelle Khoury

Los Angeles

Joelle Khoury, based in Los Angeles, is active in Egon Zehnder’s Private Equity, Financial Services, and Real Estate practices. Mehr erfahren

David Ain

David Ain

Toronto Office Leader

David Ain is Managing Partner for Egon Zehnder’s Toronto office and leader of the firm’s Private Equity Practice in Canada. Mehr erfahren

Jennifer Dewar Thomas

Jennifer Dewar Thomas

Toronto

Jennifer Dewar Thomas, based in Toronto, leads Egon Zehnder’s Financial Services Practice in Canada. She is an expert in CEO succession and C-suite… Mehr erfahren

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, originally from Vancouver, is based in Toronto and specializes in Executive Search and Leadership Advisory within Financial Services. Mehr erfahren

Shawna Carter

Shawna Carter

Toronto

Shawna Carter, based in Toronto, is a trusted advisor to clients on executive search, assessment, and development. She leads Egon Zehnder’s asset… Mehr erfahren

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… Mehr erfahren

Alain Serhan

Alain Serhan

Montreal, New York, Toronto

Alain advises public and privately held organizations on their CEO succession and Board member transitions. Leadership selection… Mehr erfahren

Paul Havranek

Paul Havranek

London

Based in London, Paul Havranek leads the Infrastructure segment of Egon Zehnder’s global Financial Services and Industrial practices. He guides… Mehr erfahren

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