Wealth Management and Family Offices

With long-term partner clients on every continent and in most major markets worldwide, our team has delivered an unrivalled success rate in this sphere. We maintain our competitive edge through the following approach:

A Global Client Base and Talent Pool

We serve clients worldwide, with offices in nine key locations across the globe.

Regional Specialists

Notwithstanding our global presence, our specialists immerse themselves in local markets to develop comprehensive business intelligence.

Accountability

Every search is lead and executed by the project’s lead consultant.

We work with both leading and emerging brands in the following areas:

  • Private banking.
  • Private client groups.
  • Multi-single family offices.
  • Endowments and foundations.
  • Public and corporate pensions.
  • Trust companies.
  • Global and domestic wealth platforms.
  • RIAs.

We specialise in searches for the following roles:

Executive

CEO, CIO, COO, CRO and CCO.

Relationship management

Private bankers, relationship managers, product specialists, advisory services and distribution.

Investment

Portfolio managers, strategists, wealth planners, research analysts and fund selection.