Simon-Kucher appoints Rick Spear as partner in New York financial services practice

Simon-Kucher, a global sales and marketing consultancy, has appointed Rick Spear as a partner and leader for capital markets and asset and wealth management in North America.

Based in New York, Spear has been a senior advisor at Simon-Kucher for the last three years. He has 40 years of experience in management consulting and financial services, with a focus on growth via business model innovation and optimization of product-market fit. Spear has expertise working with banks, exchanges and marketplaces, asset and wealth managers, asset servicers, and technology vendors.

He was previously a managing director at fintech firm Investment Technology Group (ISG), a partner in the financial advisory practice of PwC, and a managing director and head of the US capital markets practice at Oliver Wyman.

Spear began his career at Morgan Stanley, where he focused on trading and portfolio management systems.

He has a bachelor’s degree from Stanford University.

“I’m delighted to join Simon-Kucher after working with them as a senior advisor for the past three years. Given its deep heritage in pricing and expertise in product-market fit and customer willingness-to-pay, Simon-Kucher has a unique view on growth strategy in capital markets, asset and wealth management,” said Spear. “I’m excited to continue to partner with exceptional colleagues to drive better growth for our capital markets and related fintech clients.”

Founded in 1985, Simon-Kucher is headquartered in Bonn, Germany and has over 2,000 employees in 30 countries. The firm provides services in pricing, product, innovation, sales, marketing, digital consulting, transactions, and software.

Simon-Kucher recently named Brad Soper co-managing director for the US and managing partner for the Americas.