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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.


Asset Management Consultants

Rian Raghavjee

Rian Raghavjee

London

Global Lead

Based in London, Rian Raghavjee is the Global Asset Management segment leader, working on mandates both in the UK and internationally. 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

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

Beth McCarter

Beth McCarter

New York

Beth McCarter, based in New York City, draws on more than 20 years of experience in retail, business and commercial banking, and wealth management. Read more

Kathryn Rogers

Kathryn Rogers

Boston

Based in Boston, Kathryn Rogers is an active member of Egon Zehnder’s Financial Services practice and leads the Asset & Wealth Management Practice in… Read more

Roopa Mehendale Foley

Roopa Mehendale Foley

Dallas

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

Arun Dhingra

Arun Dhingra

Dallas

As the Global Head of Egon Zehnder’s CFO & Audit Chair Practice, Arun enjoys working with Boards and CEOs to recruit, assess and integrate CFOs… Read more

Elias Margonis

Elias Margonis

Houston

Based in Houston, Elias Margonis is active across Egon Zehnder’s Industrial, Supply Chain and Operations, Digital, and Internet of Things practices. Read more

Joelle Khoury

Joelle Khoury

Los Angeles

Joelle Khoury, based in Los Angeles, is active in Egon Zehnder’s Private Capital, Financial Services, and Real Estate practices. Read more

David Ain

David Ain

Toronto Office Leader, Montreal Office Leader

David Ain is the Managing Partner for Egon Zehnder in Canada and leads the firm's Private Capital Practice in the country. 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

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

Alain Serhan

Alain Serhan

Montreal, Toronto

Alain advises public and privately held organizations on their CEO succession and Board member transitions. Leadership selection… Read more

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, is a core member of our Global CFO Practice Group and spends much of his time recruiting CFOs and other… Read more

Axelle Sznajer

Axelle Sznajer

London

Axelle Sznajer, based in London, leads Egon Zehnder’s Global Tech-enabled and Fintech activities. She works with publicly traded and privately owned… Read more

Tade Fayomi

Tade Fayomi

London

Based in London, Tade Fayomi serves clients as a member of Egon Zehnder’s Financial Services and Leadership Advisory practices. Read more


Thought Leadership | Asset Management

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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

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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