We are committed to our clients' success.
Our consultants average nine years of search experience and 13 years of industry experience with the world’s most respected financial services organizations and consulting firms serving financial institutions. Our expertise spans private endowments and foundations, family offices and multifamily offices, private banks, trust companies, boutique wealth management firms, mass affluent units of retail institutions, retail brokerages and mutual fund companies.
We’ve conducted hundreds of senior-level searches for wealth management organizations that range from large global firms to specialized, single-region boutique wealth managers and family offices. Our placement retention rate in the industry is 98 percent.
For each assignment, we customize our teams to bring the relevant expertise to meet your needs. We are experienced in recruiting for all critical roles, including chief executive officer, chief operating officer and chief investment officer, as well as leaders specializing in functional areas such as sales, investments, trust, advisory services, marketing, operations and finance.