WEALTH MANAGEMENT
Our wealth management team is composed of ex-industry specialists and finance professionals with an exceptional understanding of the private client industry. We possess strong relationships within the private banking, private client fund management and private wealth management community. Each consultant focuses on a specialism within Wealth Management which allows us to have an in-depth and distinct understanding of the market.
We work in partnership with a combination of global wealth management businesses, as well as a select number of boutiques and family offices. Our work for them includes the hiring of private bankers, client advisors, product specialists and senior management. The majority of appointments we are involved in are at the Managing Director and Executive Director/Vice President levels. In addition, we have a strong track record of team moves and team build outs.
Our focus areas:
Our wealth management team is composed of ex-industry specialists and finance professionals with an exceptional understanding of the private client industry. We possess strong relationships within the private banking, private client fund management and private wealth management community. Each consultant focuses on a specialism within Wealth Management which allows us to have an in-depth and distinct understanding of the market.
We work in partnership with a combination of global wealth management businesses, as well as a select number of boutiques and family offices. Our work for them includes the hiring of private bankers, client advisors, product specialists and senior management. The majority of appointments we are involved in are at the Managing Director and Executive Director/Vice President levels. In addition, we have a strong track record of team moves and team build outs.
Our focus areas:
- Relationship Management
- Portfolio Management
- Product Specialists
- Investment Counsellors
- Family & Multi-Family Offices
- Independent Asset Management