Tax Leadership for the Future: Powering Alternative Fund Advancement

The Client

With more than 70 years of history and over $150 billion in assets under management, our client is a global investment manager offering a diversified suite of products, including ETFs, mutual funds, institutional funds, separately managed accounts, model delivery portfolios, and UCITS funds. The firm is preparing to expand its offering with the launch of private funds across credit, private equity, and non-traded BDCs, enabling it to meet the evolving needs of sophisticated retail and institutional investors.

The Challenge

As part of its firmwide succession planning strategy, the organization identified a critical gap within its Investment Tax function. The role required a seasoned tax leader with deep experience across both the registered funds ecosystem and the increasingly complex private fund landscape. The successful leader needed to navigate diverse product structures, evolving regulatory demands, and the tax complexities associated with alternative investments - expertise that is scarce and highly specialized.

The Solution

Drawing on over 30 years of registered and private fund tax search expertise, Boyden’s Asset Management Practice conducted a focused, national search. Our team leveraged its deep relationships across the investment management sector and acute understanding of the converging traditional and alternative asset classes to identify senior tax leaders with the precise blend of technical depth, product exposure, and future-oriented leadership capability.

The Results

Through a rigorous identification and qualification process, Boyden curated a highly skilled and diverse slate of candidates, including senior public accounting Tax Directors and experienced tax leaders from top-tier asset managers. This targeted approach led to the successful recruitment of the organization’s next Head of Investment Tax, a strategic successor capable of elevating the function in alignment with the firm’s long-term vision.

The Impact

The appointment of a tax leader with strong credentials across both registered and private funds enables the client to accelerate the launch of new alternative strategies, including private credit, private equity, and crypto-linked ETF products. The leader’s expertise will also strengthen the firm’s legacy asset management platform through evolving oversight and technical expertise across the registered funds regulatory environment.