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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

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

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

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

Gabi Carvalho

Gabi Carvalho

Miami

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

Rachel Williams

Rachel Williams

Dallas, Palo Alto

Based in Dallas, Rachel Williams is active in Egon Zehnder’s Semiconductors and Technology Practices… Read more

Phyllis Campbell

Phyllis Campbell

Seattle

Based in Seattle, Phyllis Campbell is an active member of Egon Zehnder’s Board Advisory and Chief Executive Officers 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

Hayley Angus

Hayley Angus

Toronto, Vancouver

Hayley Angus co-leads Egon Zehnder’s global Insurance practice, placing at the executive and Board level. 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

Caitlin Gill

Caitlin Gill

Montreal

Caitlin Gill, based in Montreal, is an active member of Egon Zehnder’s Financial Services, Human Resources, and Private Capital practices. 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

Christian Naccour

Christian Naccour

London

Based in London, Christian Naccour assesses candidates for senior managerial positions and supports leadership development projects. Read more

Iva Piombini

Iva Piombini

London

Iva, based in London, is the Co-Leader of the Global Insurance Practice at Egon Zehnder working across Executive and Board engagements. 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


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