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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 — 68 offices spanning 40 countries, with more than 450 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.

Find a Consultant

Peter Koo

Peter Koo

New York

Global Lead

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…

Arnaud Tesson

Arnaud Tesson

Boston, New York

US Lead

Arnaud Tesson, based in Boston, leads Egon Zehnder’s U.S. Asset Management Practice and helps clients navigate that industry’s ongoing transformation.

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…

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.

Peter Agnes

Peter Agnes

Boston

Pete Agnes is active in Egon Zehnder’s Financial Services Practice, helping clients navigate the ongoing changes within Global Capital Markets…

Donald Chae

Donald Chae

Chicago

Based in Chicago, Donald Chae assists clients with executive search as well as management appraisal and development.

Andrew Hwang

Andrew Hwang

Chicago

Andrew Hwang, based in Chicago, is an active member of Egon Zehnder’s Financial Services practice.

Arun Dhingra

Arun Dhingra

Dallas

As the Managing Partner of Egon Zehnder’s Dallas office and the Global Head of Egon Zehnder’s Financial Officers practice…

Roopa Foley

Roopa Foley

Dallas

Roopa Foley, based in Dallas, is active in Egon Zehnder’s FinTech, Technology, and Financial Services practices…

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…

David Ain

David Ain

Toronto

David Ain, based in Toronto, focuses on C-suite and board succession, search, and assessment. He works extensively for large and midmarket Canadian…

Shawna Carter

Shawna Carter

Toronto

Shawna Carter, based in Toronto, is active in Egon Zehnder’s Financial Services practice while focusing on asset management and private equity.

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, based in Toronto, is a member of Egon Zehnder’s Financial Services Practice, focusing on wealth and asset management, retail and…

Alain Serhan

Alain Serhan

Montreal, New York, Toronto

Alain plays a key role in Egon Zehnder’s Private Equity and Technology & Communications practices and coleads the firm’s global Digital Health…

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…

Carlos Vázquez

Carlos Vázquez

Mexico

Carlos Vázquez, based in Mexico City, leads Egon Zehnder’s Financial Tech, Private Equity, Financial Services, and Energy & CleanTech practices in…

Thought Leadership on Asset Management

Asset Managers Need to Invest in Leadership Development

Asset Managers Need to Invest in Leadership Development

Asset Management

Asset management firms need more than just top investors and salespeople—they need general managers. The problem is, many firms have neglected to groom that… Read more

Business Insider Prime – Vanguard Hires Brent Beardsley as Chief Strategy Officer

Business Insider Prime – Vanguard Hires Brent Beardsley as Chief Strategy Officer

Financial Services

The role of chief strategy officer is increasingly important for large asset managers, Egon Zehnder's Arnaud Tesson told Business Insider. Read more

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