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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.

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Asset Management Consultants

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… 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

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. 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

Andrew Hwang

Andrew Hwang

Chicago, New York

Andrew Hwang, based in Chicago and New York, is an active member of Egon Zehnder’s Financial Services practice. Read more

Roopa Foley

Roopa Foley

Dallas

Roopa Foley leads Egon Zehnder’’s US Consumer Financial Services Practice. In addition to global financial services companies… Read more

Arun Dhingra

Arun Dhingra

Dallas

As the Global Head of Egon Zehnder’s Financial Officers practice, Arun Dhingra enjoys working with Boards and CEOs to recruit… Read more

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. Read more

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… Read more

Hayley Angus

Hayley Angus

Toronto, Vancouver

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

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… Read more

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… Read more

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… Read more

Axelle Sznajer

Axelle Sznajer

London

Axelle Sznajer, based in London, leads Egon Zehnder’s activities around tech-enabled services and FinTech in Europe. She works with publicly traded… Read more

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… Read more

Rian Raghavjee

Rian Raghavjee

London

Based in London, Rian Raghavjee leads the UK Asset Management practice, working on mandates both in the UK and internationally. Read more


Thought Leadership | Asset Management

4 Strategies for Asset Owners to Win Top Investment Talent in a Fierce Market

4 Strategies for Asset Owners to Win Top Investment Talent in a Fierce Market

How asset owners can attract, develop, and retain a strong in-house investment team in an intense competition for talent. Read more

Audit Committee Report: Danger Ahead

Audit Committee Report: Danger Ahead

Audit committees exist to flag dangers. And they are seeing a new series of threats to enterprise looming ahead in the next year. 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

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

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

Asset Managers Need to Invest in Leadership Development

Asset Managers Need to Invest in Leadership Development

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

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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