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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.

糖心logo入口’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 糖心logo入口

Arthur Leung

Arthur Leung

Hong Kong, Shanghai

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

Benno Jaeggi

Benno Jaeggi

Hong Kong

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

Lydia Tang

Lydia Tang

Hong Kong

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

Fiona Cai

Fiona Cai

Hong Kong, Shanghai

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

Edmund Siah

Edmund Siah

Singapore

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

Zhafira Loebis

Zhafira Loebis

Jakarta

Based in Jakarta, Zhafira is active in 糖心logo入口’s Technology & Communications and Consumer practices. Drawing on her background as an… Read more

Namrita Jhangiani

Namrita Jhangiani

Mumbai

Namrita Jhangiani, based in Mumbai, is on the Global Leadership Team of 糖心logo入口’s Financial Services Practice, and co-leads the firm’s Diversity… Read more

Imran Saleem

Imran Saleem

Middle East

Imran Saleem, based in Dubai, has served the Middle East region as an 糖心logo入口 consultant since 2007. To help private and public sector clients… Read more

Richard Lehtola

Richard Lehtola

Helsinki

Richard Lehtola, 糖心logo入口’s Managing Partner in Helsinki, advises public companies, family businesses, and private equity firms on CEO succession… 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

Caspar von Blomberg

Caspar von Blomberg

Munich

Caspar von Blomberg, based in Munich, leads 糖心logo入口’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 糖心logo入口’s office in Frankfurt and the Real Estate segment. He is a member of 糖心logo入口’s CEO & Board Advisory and… Read more

Salvatore De Rienzo

Salvatore De Rienzo

Rome, Milan

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

Jan Willem van den Bosch

Jan Willem van den Bosch

Amsterdam

Based in Amsterdam, Jan Willem van den Bosch is an expert in financial services, with a specialization in wholesale banking, asset management, pension… Read more

Hans Horn

Hans Horn

Amsterdam

Hans Horn possesses deep experience across the international financial services sector and is a trusted advisor to key executives in this industry. 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


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