Works with global asset and wealth managers, banks, and insurers on strategic and operational challenges and organizational opportunities
Pooneh is a leader of McKinsey’s global wealth and asset management work. She has deep experience serving asset managers, wealth managers, banks, and life insurers on growth and portfolio optimization, as well as large-scale operational and functional transformations.
In addition, Pooneh serves on McKinsey’s Shareholders Council.
“The Great Reset: North American asset management in 2022,” McKinsey & Company, October 2022
“North American asset management: A year of shocks but few surprises,” McKinsey & Company, December 2020
“On the cusp of change: North American wealth management in 2030,” McKinsey & Company, January 2020
“Beyond the Rubicon: Asset management in an era of unrelenting change,” McKinsey & Company, November 2019
“The new Great Game in North American asset management,” McKinsey & Company, November 2018
“Achieving digital alpha in asset management,” McKinsey & Company, November 2018
“Banks and the digital flywheel: An engine for ongoing value capture,” McKinsey & Company, July 2018
“Hot spots in the North American asset management landscape,” McKinsey & Company, December 2017
“Growth in a time of uncertainty: The asset management industry in 2015,” McKinsey & Company, November 2015 (Request a copy of the report)
“The $64 trillion question: Convergence in asset management,” McKinsey & Company, February 2015
“Searching for profitable growth in asset management: It’s about more than investment alpha,” McKinsey & Company, October 2013 (Request a copy of the report)
“The asset management industry: Outcomes are the new alpha,” McKinsey & Company, November 2012 (Request a copy of the report)
“Are Canadians ready for retirement?” McKinsey & Company, April 2012
“The second act begins for ETFs,” McKinsey, August 2011 (Request a copy of the report)
London School of Economics
MS, management
University of Toronto
MA and BA, economics