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Wealth Management

Wealth management is an increasingly global industry, with international and regional client service needs and regulatory demands. While client expectations vary by geography, the field is most closely associated with traditional advisory and discretionary wealth management in Europe, brokerage in the United States, and a certain trading orientation in Asia. Across all regions, tax optimization has become less of a driver as focus has shifted to the quality of service and advice, as well as the ever-present performance factor.

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 them for future aspirations. Our consultants, all hired from industry, are part of the local fabric in 36 countries spanning 64 offices, giving them the ability to differentiate among local, regional, and global issues and to respond accordingly. For example, we can address the increasing role of regulation over the past 10 to 15 years, and the greater challenge talent often faces in migrating from the retail to the private banking sector.

Our deep industry expertise and decades-long relationships extend across all roles of the Wealth Management value chain — from Chief Investment Officers and Portfolio Managers through operations/and back-office functions like IT, Risk, Legal, and Human Resources and, of course, market/front-office leaders and CEOs. Our unique collaborative model ensures frictionless access to our global resources. We welcome the opportunity to help you experience true partnership.


Wealth Management Consultants

Salvatore De Rienzo

Salvatore De Rienzo

Rome, Milan

Salvatore De Rienzo, based in Milan and Rome, is a trusted advisor in Egon Zehnder’s CEO Succession and Board Consulting practices. Read more

Alessandro Di Fusco

Alessandro Di Fusco

Milan

Alessandro Di Fusco, based in Milan, is a trusted advisor to successful chairs, CEOs, and board members across industries. He supports their… Read more

Mario Pellizzari

Mario Pellizzari

Milan

Mario Pellizzari, based in Milan, is a trusted advisor to financial services clients and has particular expertise in banking, asset management… Read more

Alessandro Valduga

Alessandro Valduga

Milan

Based in Milan, Alessandro Valduga helps market leading organisations deal with a wide range of leadership themes… Read more

Jean-Pierre Pedrazzini

Jean-Pierre Pedrazzini

Geneva

Jean-Pierre Pedrazzini, based in Geneva, leads Egon Zehnder’s Executive Assessment and Development Practice in Switzerland. Read more

Marc Erzberger

Marc Erzberger

Geneva

Marc Erzberger, is a trusted advisor to companies in the global consumer and commodities sectors. He works with public companies… Read more

Dominik Schaller

Dominik Schaller

Zurich Office Leader

Dominik Schaller, Managing Partner of the firm's Zurich office, focuses on senior executive and board searches in insurance and banking. Read more

Clemens Hoegl

Clemens Hoegl

Zurich

Clemens Hoegl has global expertise in financial services at the board and top executive levels and is active in Egon Zehnder’s CEO, Board Consulting… Read more

Murat Yesildere

Murat Yesildere

Istanbul

Murat Yesildere, based in Istanbul, provides a full range of services from executive search and board consulting to management appraisals… Read more

Raphaël Czuwak

Raphaël Czuwak

Paris Office Leader, France Leader

Raphaël Czuwak is Managing Partner for Egon Zehnder in France. Previously, he led the Firm’s Insurance and Asset Management segments… Read more

Clarisse Toutée

Clarisse Toutée

Paris

Clarisse Toutée has spent her career building long-term relationships with financial services (banking, asset management, insurance), real estate… Read more

Jerome Hamon

Jerome Hamon

Paris

Jerome Hamon, based in Paris, advises corporations and private equity firms on leadership, recruitment, and talent development. Jerome leads our… Read more

Tristan de Silguy

Tristan de Silguy

Paris

Tristan de Silguy, based in Paris, is active in Egon Zehnder’s Financial Services Practice. He has particular expertise in wholesale banking and… Read more

Caspar von Blomberg

Caspar von Blomberg

Munich

Caspar von Blomberg, based in Munich, leads Egon Zehnder’s Public and Social Sector Practice in Germany. He is a leadership advisor to governments… Read more

Christian Redhardt

Christian Redhardt

Frankfurt Office Leader

Christian Redhardt leads Egon Zehnder’s office in Frankfurt and the Real Estate segment. He is a member of Egon Zehnder’s CEO & Board Advisory and… Read more

Diederik Amery

Diederik Amery

Brussels Office Leader

Diederik Amery, based in Belgium and also covering Luxembourg, provides executive and board search, individual and team appraisals, and leadership… Read more


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