About Pooneh

Pooneh is the co-leader of the Global Wealth & Asset Management Practice. She has also served as leader of the Canadian Financial Services Practice.

Pooneh 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.

Her recent projects include:

  • defining an aggressive growth strategy for a global asset manager  

  • leading a performance turnaround for a global financial institution to reduce its expense base by $1 billion through lean operations redesign, IT standardization, sourcing and nearshoring and offshoring 

  • developing a strategy for a leading bank on increasing the penetration and share of wallet for its wealth management customers

Published work

“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)

Education

London School of Economics
MS, management

University of Toronto
MA and BA, economics