Join this session to learn how Allianz, EY, and Equatex have partnered since 2018 to design and scale a truly global ESPP—driving employee ownership at Allianz from 9% to an impressive 79%, representing more than €1.5 billion in assets under management.

This session will explore how Allianz evolved from simply offering an ESPP to cultivating a holistic, enterprise-wide culture of employee share ownership. By combining thoughtful plan design, tax-efficient strategies, and a strong focus on employee experience, Allianz has successfully engaged its global workforce across 48 countries.

This is a practical, end-to-end case study on the power of partnership, innovation, and execution in building sustainable global employee ownership.

KEY LEARNING POINTS:

  • Learn how Allianz transformed its ESPP into a holistic employee shareholder program spanning 48 countries and dramatically increased participation across its workforce.
  • Gain insights from EY on managing diverse tax and legal frameworks while maintaining global consistency, compliance, and tax efficiency.
  • Discover how Equatex optimized the employee journey and centralized communications to boost engagement and participation worldwide.
Speaker/Author

Gordon Rosch, EY (DE)
Anete Grinfogele, Allianz (DE)
Gerrit Wagner, EY (DE)
Mike Rothery, Computershare (CH)

Event date
Thursday, 23 Apr 2026, 12:15 - 12:55
Country
Breakout series
Location
402