Wealth Management

We possess a particularly strong understanding of the dynamics, requirements and challenges associated with ‘Front Office’ hiring within the Private Client Wealth Management space.

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.
Why Use Us
As long ago as 1991 we had recognised a growing demand for talented and experienced people within the UK’s regional Wealth Management space and were the first to develop a particular recruitment specialism in this field.
Since then, our ‘reach’ continues to grow – throughout the UK regions especially, but also across the key financial communities in London, Scotland, the Channel Islands and Ireland, and which now extends across Europe and internationally as well.


Confident that our knowledge of these markets remains unsurpassed to this day, this is perhaps best reflected through our Company founder being nominated for Private Client Practitioner’s ’50 Most Influential’ in UK Wealth Management’ and our firm recently awarded the accolade of ‘Outstanding in Field’ for Wealth Management recruitment by Spears 500.

Our Services



Whether you prefer to call it Headhunting, Executive Search, Talent Resourcing or perhaps something else, we are in the business of Recruitment: Mandated by Clients to find the right people for commercially-important, often sensitive (and sometimes difficult to fill) roles. Typically, such positions will command total remuneration packages in excess of £100,000 per annum – often significantly higher.

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Detailed Candidate Identification, Assessment and Benchmarking underpin our core Recruitment proposition. We have adopted a hybrid  approach to our Market Research: Using the most up-to-date information sources and technology available, whilst recognising that in a “People” business, professional networking and simply picking up the phone can have an important role to play as well.

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We offer a range of additional Services including confidential Competitor benchmarking, Compensation & Benefits reviews, Psychometric Assessment & Testing, Acquisition, Merger or Dispersal advice, or Individual Coaching and Mentoring, each of which which can be used on either a complementary or stand-alone basis alongside our core services.


Our Recruitment Clients

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