Egon Zehnder
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Financial Services

With 110 consultants globally, Egon Zehnder’s Financial Services Practice is the largest in the industry. We have carried out more than 6,000 assignments for our clients over the past five years, including 300 CEO searches, with demonstrated strength in talent advisory, CEO succession, and C-suite assessment, development, and coaching.

In our view, Egon Zehnder’s success comes in part from our commitment to hiring exclusively from industry. This model ensures our consultants have firsthand knowledge of the issues confronting leaders in the rapidly transforming financial services space.

Our truly global structure and approach are more relevant than ever in today’s environment, in which the ideal candidate for a role may reside beyond regional borders. As opposed to other firms, which rely heavily on individuals, all 68 worldwide Egon Zehnder offices stand ready to solve any client issue, empowered by a unique incentive system that encourages collaboration while leveraging local market expertise.

Given continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder’s deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges.

Capabilities

Asset Management

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.

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FinTech

Our FinTech Practice includes core technology (development, operations, infrastructure), payments and processing, transaction services, and related hardware, software, and services, as well as emerging fields such as Blockchain, artificial intelligence, and data analytics.

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Infrastructure

The staggering growth of infrastructure as an asset class has been fueled by a number of structural trends.

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Insurance

Insurance comprises a substantial portion of Egon Zehnder’s market-leading Financial Services Practice, with more than 50 consultants stationed across all major financial hubs in the world.

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Investment Banking, Corporate Banking & Markets

Investment banking and markets businesses continue to be critical as corporates and other institutions continue to seek capital and strategic advice.

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Private Equity

When it comes to Private Equity, Egon Zehnder’s mission is to partner closely with professional investors and their portfolio leaders in making people decisions that maximize returns.

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Retail Financial Services

We are well positioned to advise on your business transformation across all dimensions. Because we hire exclusively from industry, our consultants possess the domain expertise to deliver insights tailored to market needs.

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Risk Management

We are well equipped to handle both regional and global approaches in search as well as in management assessment and leadership development.

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Sovereign Wealth Funds

More than 40 new sovereign wealth funds have been established since 2005 — a period that also coincides with these state-owned funds expanding their investment horizons to vehicles such as private equity, infrastructure, and a variety of other real assets.

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Wealth Management

Egon Zehnder’s privileged position as a global wealth management leader affords us the perspective to partner on solutions that make sense for our clients’ current operations as well as position them for future aspirations.

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Find a Consultant
Miranda Pode

Miranda Pode

London

Global Lead

Miranda Pode leads Egon Zehnder’s London office and the global Priority Clients Initiative for the firm’s Financial Services Practice.

Raphaël Czuwak

Raphaël Czuwak

Paris

Global Lead

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

Francisco Paret

Francisco Paret

New York

US Lead

Francisco Paret, based in New York, leads Egon Zehnder’s Financial Services Practice in the Americas and is also active in the firm’s Financial Tech,…

Patrick O’Brien

Patrick O’Brien

New York

Patrick O’Brien, based in New York, has deep expertise in insurance and consumer finance. He is a trusted advisor on executive and board recruitment…

Calvin Yee

Calvin Yee

New York, Los Angeles

Calvin Yee, based in New York and Los Angeles, is the Global Lead for Egon Zehnder’s Media, Entertainment & Sports Practice, a leader in the Digital…

Neil Hindle

Neil Hindle

New York, Washington DC

Neil Hindle, based in New York and Washington D.C., leads Egon Zehnder’s Public and Social Sector Practice globally and has deep expertise appointing…

Lisa Zonino

Lisa Zonino

New York

Lisa Zonino, based in New York, is active in Egon Zehnder’s Financial Services Practice, where she helps clients attract, retain, and develop capable…

Kal Bittianda

Kal Bittianda

New York

Based in New York, Kal Bittianda is a trusted advisor for helping companies and leaders leverage and harness technology.

Claude Shaw

Claude Shaw

New York

Claude Shaw, based in New York, leads Egon Zehnder’s global Private Equity Practice.

Kenna Baudin

Kenna Baudin

New York

Based in New York, Kenna Wyllie Baudin leads Egon Zehnder’s Private Equity Practice in the U.S. She focuses on senior-level executives at private…

Minh-Ha Nguyen

Minh-Ha Nguyen

New York

Minh-Ha Nguyen, based in New York, is active in the Consumer Practice and the Digital segment of the firm’s Technology and Communications Practice.

Rob Crawford

Rob Crawford

New York

Robert (“Rob”) Crawford, based in New York, is a core member of Egon Zehnder’s Financial Services and Private Equity Practices.

Justin Zale

Justin Zale

New York

Based in New York, Justin Zale is the firm’s U.S. Real Estate practice lead and an active member of the Financial Services and Private Equity…

Leanne Arcinue

Leanne Arcinue

New York

Leanne Arcinue, based in New York, is active in Egon Zehnder’s Financial Services and Technology & Communications Practices with particular…

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.

David Noble

David Noble

New York

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

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