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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 63 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.

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Wealth Management Consultants

David Noble

David Noble

New York

David Noble is globally trusted by CEO’s and their teams, Boards of Directors, investors and star athletes to help them crack high stakes leadership… Read more

Peter Koo

Peter Koo

New York

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

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

Gabi Carvalho

Gabi Carvalho

Miami

Gabi Carvalho leads Egon Zehnder’s Financial Services Practice for the Americas focusing on Payments, Retail Banking, FinTech and Insurance. 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

Rachel Williams

Rachel Williams

Dallas, Palo Alto

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

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

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

Carlos Vázquez

Carlos Vázquez

Mexico City

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

Sarah Chelli

Sarah Chelli

London

Based in London, Sarah Chelli is an active member of Egon Zehnder’s Private Equity Practice. She is a trusted advisor to a wide range of clients… Read more

Luis Baon

Luis Baon

Barcelona, Madrid

Based in Madrid, Luis Baón is a trusted advisor on talent assessment, management appraisal, and leadership consulting. He is active in Egon Zehnder’s… Read more

Raphaël Czuwak

Raphaël Czuwak

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


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