Financial and Investment Services

  • At Executive Dynamics, the UK (and increasingly the International) Wealth Management industry forms the core part of our Recruitment proposition, this predicated through each of our Consultants having previously worked directly within the industry they now serve.
  • Our expertise has been gained as a result of a particular and also long-standing focus on the Private Client Investment Management and Private Banking sectors, as well as Financial Planning, Bancassurance and Asset Management disciplines.
  • We possess a strong understanding of the dynamics, requirements and implications arising from the recent Financial Services Retail Distribution Review and upcoming MIFID 2, where projects have (and continue to) range in both size and complexity – from mandated assignments requiring the identification of a single individual for a specific or specialist role, right through to “team lifts” involving multiple personnel required to support the establishment of a fully-functioning and FSA / FCA compliant new office operation.
  • As acknowledged leaders in this market segment (evidenced through more than 20 years experience of providing bespoke recruitment and consulting solutions), our position is somewhat unique in that, whilst the London market continues to represent a very important part of our industry coverage, it is our Regionally-based Wealth Management assignment and consulting activities for which we are perhaps better known.
  • With over 50% of the UK’s wealth deemed to be held by individuals domiciled outside of the UK's capital, and many of the leading Global Financial, Investment and Wealth Management firms continuing to develop and expand their regional representation, we are, simply put, best placed to support them.