Close filter
Industries

Financial Services

With 135 consultants globally, Egon Zehnder’s Financial Services Practice is the largest in the industry. We have carried out more than 6,000 assignments for our clients over the past five years, including 300 CEO searches, with demonstrated strength in talent advisory, CEO succession, and C-suite assessment, development, and coaching.

In our view, Egon Zehnder’s success comes in part from our commitment to hiring exclusively from industry. This model ensures our consultants have firsthand knowledge of the issues confronting leaders in the rapidly transforming financial services space.

Egon Zehnder’s truly global structure and approach are more relevant than ever in today’s environment, in which the ideal candidate for a role may reside beyond regional borders. As opposed to other firms, which rely heavily on individuals, all our 63 offices across 36 countries stand ready to solve any client issue, empowered by a unique incentive system that encourages collaboration while leveraging local market expertise.

Given continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder’s deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges.


Financial Services Capabilities

Asset Management

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…

FinTech

Our FinTech Practice includes core technology (development, operations, infrastructure), payments and processing, transaction services, and related hardware, software, and services, as well as emerging fields such as Blockchain, artificial intelligence,…

Infrastructure

The staggering growth of infrastructure as an asset class has been fueled by a number of structural trends.

Insurance

Insurance comprises a substantial portion of Egon Zehnder’s market-leading Financial Services Practice, with more than 50 consultants stationed across all major financial hubs in the world.

Banking and Markets

Investment banking and markets businesses continue to be critical as corporates and other institutions continue to seek capital and strategic advice.

Private Equity

The private equity sector is experiencing unprecedented fund inflows and investment activity. With our long-standing focus in this area, we are uniquely equipped to help firms address growing demands in…

Retail Financial Services

We are well positioned to advise on your business transformation across all dimensions. Because we hire exclusively from industry, our consultants possess the domain expertise to deliver insights tailored to…

Risk Management

We are well equipped to handle both regional and global approaches in search as well as in management assessment and leadership development.

Sovereign Wealth Funds

More than 40 new sovereign wealth funds have been established since 2005 — a period that also coincides with these state-owned funds expanding their investment horizons to vehicles such as…

Wealth Management

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…


Financial Services Consultants

Edmund Siah

Edmund Siah

Singapore

Global Lead

Ed Siah, based in Singapore and the current Global Co-Head Financial Services, is an authority on financial services and CEO succession planning in… Read more

Gabi Carvalho

Gabi Carvalho

Miami

Global Lead

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

Neil Waters

Neil Waters

Hong Kong Office Leader

Neil Waters leads the Hong Kong office and serves as the Joint Head of Egon Zehnder in China. He also leads the firm’s board and CEO succession… Read more

Rohit Harjani

Rohit Harjani

Hong Kong

Based in Hong Kong, Rohit Harjani is active in Egon Zehnder’s Financial Services and Technology practices with special focuses on FinTech, blockchain… Read more

Fiona Cai

Fiona Cai

Hong Kong, Shanghai

Fiona co-leads Egon Zehnder’s Financial Service Practice in Greater China. Based in Hong Kong and Shanghai, Fiona is active in Egon Zehnder’s family… Read more

Benno Jaeggi

Benno Jaeggi

Hong Kong

Benno Jaeggi, based in Hong Kong, is a core member of Egon Zehnder’s Financial Services practice with a particular focus on Banking, Markets and… Read more

Arthur Leung

Arthur Leung

Hong Kong, Shanghai

Arthur Leung co-leads Egon Zehnder’s Private Capital and Asset Management Practices for Asia Pacific, and is also an active member of the firm’s… Read more

Lydia Tang

Lydia Tang

Hong Kong

Lydia Tang, based in Hong Kong, is active in Egon Zehnder’s Financial Services practice focusing on Insurance, Asset and Wealth Management… Read more

Julie Lee

Julie Lee

Seoul

Julie Lee, based in Seoul, is an active member of Egon Zehnder’s Financial Services, Consumer, and Technology & Communications practice groups. Read more

Kyle Lee

Kyle Lee

Singapore

Based in Singapore, Kyle Lee is an active member of Egon Zehnder’s Financial Services and Technology & Communications practices. Read more

Clemence Kng

Clemence Kng

Singapore

Clemence Kng, based in Singapore, is active in Egon Zehnder’s Financial Services and Technology & Communications practice. Read more

Junichi Iwagami

Junichi Iwagami

Tokyo

Junichi Iwagami, based in Tokyo, is the leader of our Financial Services practices. He is also active in Industrial practices as well as board… Read more

Takumi Maekawa

Takumi Maekawa

Tokyo

Based in Tokyo, Takumi Maekawa belongs to Egon Zehnder’s CEO Search & Succession, Executive Assessment, Executive Development, and Leadership Advisory… Read more

Koshiro Miyake

Koshiro Miyake

Tokyo

Based in Tokyo, Koshiro Miyake, is at home in Egon Zehnder’s Industrial Practice. A trusted advisor to clients… Read more

Henny Purnamawati

Henny Purnamawati

Jakarta Office Leader

Henny Purnamawati, based in Jakarta, leads Egon Zehnder’s Financial Services Practice in Indonesia. She provides a full range of services including… Read more

Vivi Firdauzi

Vivi Firdauzi

Jakarta

Vivi Firdauzi is active in Egon Zehnder’s Financial Services Practice Group. She has broad knowledge and experience in multiple lines of financial… Read more


Thought Leadership | Financial Services

Read more insights
The Power of Procurement: Tackling the Climate Challenge

The Power of Procurement: Tackling the Climate Challenge

The fight against climate change has never been more urgent. Between 2011 and 2020, average global temperatures were roughly 1.1°C higher than those between… Read more

Unraveling Diversity, Equity and Inclusion Metrics in the Financial Sector

Unraveling Diversity, Equity and Inclusion Metrics in the Financial Sector

The financial sector grapples with stark disparities, with only 9% of global Investment Committee members being women and Black professionals comprising just 7% of… Read more

Embracing Market Challenges and Uncertainties: PE Insights

Embracing Market Challenges and Uncertainties: PE Insights

Insights from 20 experienced operating partners and buy-out investors from various private equity funds from Shanghai and Hong Kong. Read more

Blazing a Trail: Women in Leadership | Radhika Gupta

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

Unlocking Leadership at Scale for Israeli Startups

Unlocking Leadership at Scale for Israeli Startups

Our insights with Israeli firms show three key areas for startup success: IPO-ready board, global executive attraction, and culture for expansion. Read more

The CFO Effect

The CFO Effect

Strong finance leadership plays a key role, not just as a guardian of processes, but also a driver of strategy and influence on culture. Read more

How the CFO Position Continues to Evolve

How the CFO Position Continues to Evolve

Egon Zehnder consultants Ângela Pêgas and Bruno Carrasco believe considering potential is just as important as technical skills when hiring for a CFO. Read more

The New Playbook of CFOs

The New Playbook of CFOs

CFOs embrace multifunctional roles as new competencies in the CFO playbook and hiring demands more than technical expertise. Read more

Adapting the Board to New Paradigms: The Example of Web3

Adapting the Board to New Paradigms: The Example of Web3

For Web3 businesses, finding executive talent is just half of the battle. Building a board of directors who have the experience, capabilities, and mindsets… Read more

Becoming a Highly Effective Board Member

Becoming a Highly Effective Board Member

A discussion on the “what” of a high-performing board (i.e., understanding the role of the board and its agenda) and the “how” (i.e., the… Read more

The Fundamentals of Corporate Governance

The Fundamentals of Corporate Governance

A discussion exploring the changing landscape of corporate governance for board directors of India’s top public sector banks. Read more

The Future of Retail

The Future of Retail

Retail companies have been permanently changed by the Covid-19 pandemic. Consumer behaviors have shifted, employees have embraced different ways of working and investors continue… Read more

Changing language
Close icon

You are switching to an alternate language version of the Egon Zehnder website. The page you are currently on does not have a translated version. If you continue, you will be taken to the alternate language home page.

Continue to the website

Back to top