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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.

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Financial Services 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…

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,…

Infrastructure

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

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.

Banking and Markets

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

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.

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…

Risk Management

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

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…

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…


Financial Services Consultants

Miranda Pode

Miranda Pode

London

Global Lead

Miranda Pode is the Co-Leader of Egon Zehnder’s global Financial Services practice. Read more

Hans Horn

Hans Horn

Amsterdam

Global Lead

Hans Horn, based in Amsterdam, is Co-Leader of Egon Zehnder’s global Financial Services practice. Read more

Gabi Carvalho

Gabi Carvalho

Miami

US Lead

Gabi Carvalho leads Egon Zehnder’s Financial Services Practice for the Americas focusing on Payments, Retail Banking, FinTech and Insurance. Read more

Claude Shaw

Claude Shaw

New York

Claude Shaw, based in New York, leads Egon Zehnder’s global Private Equity Practice. In addition, Claude serves as a member of the firm’s Consumer… Read more

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… Read more

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… Read more

Albert Laverge

Albert Laverge

New York

Albert Laverge, based in New York, leads Egon Zehnder’s Investment Banking, Corporate Banking & Markets Practice worldwide. His consulting work… Read more

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… Read more

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… Read more

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… Read more

Leanne Arcinue

Leanne Arcinue

New York

Leanne Arcinue, based in New York, is a core member of Egon Zehnder’s Financial Services and Technology Practices. On the financial services side… Read more

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. Read more

Francisco Paret

Francisco Paret

New York

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

Calvin Yee

Calvin Yee

New York, Los Angeles

Calvin Yee, based in New York and Los Angeles, is the Head, Global Media, Entertainment & Sports Practice, a leader in the Digital Practice and serves… Read more

Lena Triantogiannis

Lena Triantogiannis

New York

Lena Triantogiannis co-leads Egon Zehnder’s partnership with Mobius Executive Leadership as well as its global Accelerated Integration practice. Read more

Kal Bittianda

Kal Bittianda

New York

Based in New York and the Leader of Egon Zehnder’s Technology & Communications Americas Practice, Kal Bittianda is passionate about disruptive… Read more


Thought Leadership | Financial Services

The Shifting Role of Product Officers

The Shifting Role of Product Officers

The rise of the Product Officer role across industries has sparked new innovations within companies, and asset managers are no exception. While previously a… Read more

Harvard Business Review - The Former and Current Chairs of Mastercard on Executing a Strategic CEO Succession

Harvard Business Review - The Former and Current Chairs of Mastercard on Executing a Strategic CEO Succession

Our work with the former and current Chairs of Mastercard on a strategic CEO Succession Read more

Navigating Rough Seas – How CEOs are Preparing for Turbulent Times Ahead

Navigating Rough Seas – How CEOs are Preparing for Turbulent Times Ahead

As the battle against the global pandemic wages on, CEOs are confronted with a new set of challenges that require not only their intellect… Read more

Global Banking CEOs Strike a Balance Between Capitalism and Care Amid COVID-19

Global Banking CEOs Strike a Balance Between Capitalism and Care Amid COVID-19

Highlights from the eighth digital gathering of CEOs from the banking world, hosted by Egon Zehnder. Read more

Asset Management CEOs: Our Industry Is Seizing the Future

Asset Management CEOs: Our Industry Is Seizing the Future

Top asset managers on how to stay relevant in times of uncertainty. Read more

German CFOs to Focus on Performance and Strategic Flexibility after COVID-19

German CFOs to Focus on Performance and Strategic Flexibility after COVID-19

Highlights from 12 digital gatherings with over 250 Chief Financial Officers in Germany. Read more

Asset Management in Asia

Asset Management in Asia

16 asset management CEOs in Asia discuss leading the way – into and out of the crisis. Read more

“Humbled by the Inability to Forecast”

“Humbled by the Inability to Forecast”

CFOs of the world’s largest companies tackle reopening, fair compensation, and how to forecast following a black swan event. Read more

Banking CEOs Work out a New Normal

Banking CEOs Work out a New Normal

Banks are endeavoring to return to a new normal, looking at reopening branches while adapting to a changing world, as Egon Zehnder found out… Read more

Asset Management: “All Firms Will be Remembered by How They Treat Employees and Clients”

Asset Management: “All Firms Will be Remembered by How They Treat Employees and Clients”

On April 7, Egon Zehnder and CFA Institute virtually convened 24 CEOs from asset management firms for a candid discussion of the impact that… Read more

CEOs Turn the Tide on COVID-19

CEOs Turn the Tide on COVID-19

The repercussions of COVID-19 are continuing to ricochet through the global banking industry. Nevertheless, glimmers of optimism are slowly emerging, encouraging CEOs to look… Read more

COVID-19: Planning for an Unknown Future

COVID-19: Planning for an Unknown Future

As COVID-19 continues to massively impact banks worldwide, leaders’ thoughts are turning to what will happen after the crisis and how banks can already… Read more

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