Private wealth & financial services
Recruitment for organisations where technical expertise, regulation and commercial judgement all matter.
We support wealth managers, private banks, asset managers, investment businesses and specialist financial services firms with permanent, leadership and business-critical appointments.
Our experience spans investment, risk, compliance, governance, technology, operations, client relationships, commercial functions and senior leadership.
Market focus
Organisations we support
- Wealth management firms
- Private banks
- Asset and investment managers
- Specialist financial services businesses
- Financial planning and advice firms
- Investor-backed growth platforms
Beyond the job description
Financial services appointments cannot be assessed on technical experience alone. Commercial judgement, regulatory responsibilities, client relationships, conduct and stakeholder credibility may all be equally important.
Appointments
Example appointments
The precise search strategy is shaped around the organisation, the mandate and the outcome required.
- Senior leadership
- Investment and portfolio management
- Risk and compliance
- Legal and governance
- Operations and transformation
- Technology and data
- Client relationships
- Growth and distribution
- Finance and controls
- Programme and change leadership
Explore the market before approaching it.
Market mapping, direct sourcing and informed engagement can help clients understand the real talent landscape.