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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 40 countries spanning 68 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.

Find a Consultant

David Noble

David Noble

New York

David Noble, based in New York, works across industries globally. He provides executive assessment, leadership development, coaching, accelerated…

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…

Arnaud Tesson

Arnaud Tesson

Boston, New York

Arnaud Tesson, based in Boston, leads Egon Zehnder’s U.S. Asset Management Practice and helps clients navigate that industry’s ongoing transformation.

Donald Chae

Donald Chae

Chicago

Based in Chicago, Donald Chae assists clients with executive search as well as management appraisal and development.

Andrew Hwang

Andrew Hwang

Chicago

Andrew Hwang, based in Chicago, is an active member of Egon Zehnder’s Financial Services practice.

Gabriela Carvalho

Gabriela Carvalho

Miami

Gabi Carvalho, based in Miami, heads the Global Retail Financial Services Practice, focusing on payments, retail banking, insurance, and asset…

Arun Dhingra

Arun Dhingra

Dallas

As the Managing Partner of Egon Zehnder’s Dallas office and the Global Head of Egon Zehnder’s Financial Officers practice…

Roopa Foley

Roopa Foley

Dallas

Roopa Foley, based in Dallas, is active in Egon Zehnder’s FinTech, Technology, and Financial Services practices…

David Ain

David Ain

Toronto

David Ain, based in Toronto, focuses on C-suite and board succession, search, and assessment. He works extensively for large and midmarket Canadian…

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, based in Toronto, is a member of Egon Zehnder’s Financial Services Practice, focusing on wealth and asset management, retail and…

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…

Carlos Vázquez

Carlos Vázquez

Mexico

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

Laurent de Meeûs

Laurent de Meeûs

London

Laurent de Meeûs is a trusted advisor to banks, insurance, and asset management companies. Based in London…

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…

Luis Baon

Luis Baon

Madrid, Barcelona

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

Raphaël Czuwak

Raphaël Czuwak

Paris, Lyon

Raphaël Czuwak leads Egon Zehnder’s global Financial Services Practice. Previously, he led the global Insurance and Asset Management segments of the…

Thought Leadership on Wealth Management

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Growth is the Holy Grail of corporate strategy. Not only do high-growth companies deliver significantly greater shareholder returns than the average, they are also… Read more

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