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Financial Services

With 135 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.

Egon Zehnder’s 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 our 63 offices across 36 countries 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.


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

The private equity sector is experiencing unprecedented fund inflows and investment activity. With our long-standing focus in this area, we are uniquely equipped to help firms address growing demands in…

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

Gabi Carvalho

Gabi Carvalho

Miami

Global Lead

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

Edmund Siah

Edmund Siah

Singapore

Global Lead

Ed Siah, based in Singapore and the current Global Co-Head Financial Services, is an authority on financial services and CEO succession planning in… Read more

Roopa Mehendale Foley

Roopa Mehendale Foley

Dallas

US Lead

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

Claude Shaw

Claude Shaw

New York Office Leader

Claude Shaw is the Managing Partner of Egon Zehnder’s New York office and a member of the firm’s global Executive Committee. Read more

Charles Gray

Charles Gray

New York

Charles “Chuck” Gray, based in New York, co-leads Egon Zehnder's newly formed US CEO and Board Practice. Read more

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. Read more

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… Read more

Francisco Paret

Francisco Paret

New York

Francisco Paret, based in New York, is a member of the Financial Services, Private Capital, CEO and Board Consulting Practices. Read more

Kenna Baudin

Kenna Baudin

New York

Based in New York, Kenna Wyllie Baudin serves as Global Head of Private Capital. She focuses on senior-level executives at private capital funds… 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

Kal Bittianda

Kal Bittianda

New York

Based in New York, Kal Bittianda is passionate about disruptive technology and digital transformation. He advises Boards… 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, a leader in the Sports & Digital Practice and serves… Read more

Neil Hindle

Neil Hindle

New York, Washington, D.C.

Neil Hindle, based in New York, was the former Lead for Egon Zehnder’s Public and Social Sector Practice globally and has deep expertise appointing… Read more

Steve Selwood

Steve Selwood

New York

Stephen Selwood, based in New York, is a core member of Egon Zehnder’s Consumer and Financial Services Practices. He is a trusted advisor to large… Read more

Smriti Vicari

Smriti Vicari

New York

Smriti Vicari leads Egon Zehnder’s North American fintech practice, and is also active in our broader financial services, Board and CFO practices. Read more

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. Read more


Thought Leadership | Financial Services

Read more insights
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Egon Zehnder's Directors Development Program held a session with Hemant Jhajhria, career digital strategy expert and current Managing Director and Partner with Boston Consulting… Read more

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Unraveling Diversity, Equity and Inclusion Metrics in the Financial Sector

Unraveling Diversity, Equity and Inclusion Metrics in the Financial Sector

The financial sector grapples with stark disparities, with only 9% of global Investment Committee members being women and Black professionals comprising just 7% of… Read more

Embracing Market Challenges and Uncertainties: PE Insights

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Insights from 20 experienced operating partners and buy-out investors from various private equity funds from Shanghai and Hong Kong. Read more

Blazing a Trail: Women in Leadership | Radhika Gupta

Blazing a Trail: Women in Leadership | Radhika Gupta

Radhika Gupta, CEO of Edelweiss Asset Management, delves into the experiences that have shaped her as a leader. Read more

Unlocking Leadership at Scale for Israeli Startups

Unlocking Leadership at Scale for Israeli Startups

Our insights with Israeli firms show three key areas for startup success: IPO-ready board, global executive attraction, and culture for expansion. Read more

The CFO Effect

The CFO Effect

Strong finance leadership plays a key role, not just as a guardian of processes, but also a driver of strategy and influence on culture. Read more

How the CFO Position Continues to Evolve

How the CFO Position Continues to Evolve

Egon Zehnder consultants Ângela Pêgas and Bruno Carrasco believe considering potential is just as important as technical skills when hiring for a CFO. Read more

The New Playbook of CFOs: Competencies, Skills, and Potential

The New Playbook of CFOs: Competencies, Skills, and Potential

CFOs embrace multifunctional roles as new competencies in the CFO playbook and hiring demands more than technical expertise. Read more

Adapting the Board to New Paradigms: The Example of Web3

Adapting the Board to New Paradigms: The Example of Web3

For Web3 businesses, finding executive talent is just half of the battle. Building a board of directors who have the experience, capabilities, and mindsets… Read more

Becoming a Highly Effective Board Member

Becoming a Highly Effective Board Member

A discussion on the “what” of a high-performing board (i.e., understanding the role of the board and its agenda) and the “how” (i.e., the… Read more

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