We cover the wealth management and private client arms of global and regional banks, pure play private banks, broker/dealers, trust companies, family offices and providers of services to the wealth management sector.

Engagements typically include senior leadership roles across all segments in distribution, products and investments.

Our reputation for extensive market knowledge and discretion has enabled us to deliver the best possible outcome for clients and candidates.

Our Wealth Management practice covers the following areas:

  • Senior Relationship Management
  • Investment Advisory
  • Trust and Wealth Planning
  • Product Specialists
  • Discretionary Portfolio Management
  • Business Management

Our services include executive placements, intelligence and headcount & compensation reviews.