Private Wealth Managers

Our contingent front office segment focuses on professionals with 5-20+ years of experience (Mid-Senior level) in Private Wealth Management, from Private Bankers & Wealth Managers, Financial & Wealth Planners.

Our Private Wealth recruitment strategy is built around the long-term vision of your client needs, and we point you in the direction of the right firm. Over the last 6 years we have placed over 300 Private Wealth professionals.

We have a combined experience of over 20 years in this field, and complete global market expertise where we have placed across the UK, Europe, Middle East, Asia, and the USA.

Our track record spans over 40 clients, where we have developed a deep understanding of the specific requirements that wealth management firms look for in senior-level candidates. Our client base includes top-tier Wealth Management firms, Family Offices & Independent Asset Managers, and Private Banks, ensuring that we always match the right candidates to the right opportunity.

Investment Professionals

We work with a full array of Investment professionals with Private Client exposure; from Investment Advisors & Counsellors to Multi-Asset Portfolio Managers across boutique multi-family offices & global EAM’s, to pure play Private Banks, & global companies.

We have a track record in delivering clients with market champions that have the ability to assist strong portfolio retention, increase wallet share & assist Wealth Managers in pitching prospects globally.

We are able to liaise with talented investments professionals that can add real value to companies and teams.

Executive Search

Our Executive Search recruitment strategy involves retained or exclusive arrangements where our Consultants follow a structured and strategic approach to ensure the successful identification and placement of top tier executives. This largely covers niche and or hard to find candidates for firms globally.

Team hires: we are able to assist a small to large team of bankers identify the correct platform, culture and opportunity to best integrate their relevant geographical focus, strategy and style into right firm.

Niche market penetration: we place individuals with a specialised market focus.

Leadership: we place MD-C-level executives that have history in strong leadership capabilities.

Strategy:

• In depth client consultation & partnership
• Market mapping & research
• Sourcing & outreach
• Assessment & interviews
• Presentation & negotiation
• Onboarding & post-placement support