Wealth Management

Wealth Management


At Executive Dynamics, the UK Wealth Management industry forms the core part of our Recruitment proposition, with a ‘reach’ which also now extends across Europe and Internationally too.

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 particularly strong understanding of the dynamics, requirements and challenges associated with ‘Front Office’ hiring within the Private Client Wealth Management space (including the implications arising from the Financial Services RDR, MIFID 2 and GDPR directives), where projects have ranged 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 FCA / PRA compliant new office operation.

As acknowledged leaders in this market segment (evidenced through more than 25 years experience of providing bespoke recruitment and consulting solutions and over 170 assignments successfully completed), 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.