Private Banking & Wealth Management

Our Private Banking & Wealth Management search practice accepts mandates from C-Suites & Leadership level (CEO/Country Heads, Lead Private Bankers) through to investment & relationship manager roles and firm infrastructure positions (Compliance, Risk, Financial Crime, Finance, Legal, HR, Marketing, Technology & Digital etc.)

Our global client base spans;

International & Boutique Private Banks
The Wealth Management arms of Universal Banks, Retail Banks, Investment Banks and Insurance Groups
Wealth Managers & RIAs
Private Endowments & Foundations
Multi / Single Family Offices
Trust Companies
Financial Intermediaries

We are trusted executive search partners to some of the most prestigious private banking & wealth management firms across Europe, the UK, North America, Asia and the Middle East and have supported leadership appointments, build-out strategies for new geographies and corporate function hires.

Functional Roles & Specialisms

Leadership hires including CEO, COO, CIO, Country/Desk Heads, Market Lead
Bankers, Chief Fiduciary Officer, CTO, CCO
Private Bankers & Assistant Private Bankers
UHNW & HNW Relationship Managers
Portfolio Management
Investment Advisors / Investment Counsellors
Investment Research
Financial Planning 
Wealth & Tax Planning
Credit Risk Officers & Credit Analysts
Compliance, Risk & Financial Crime
Legal
Human Resources & Talent
Marketing
Digital Transformation
Security & Cyber

Current Vacancies

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Director, Client Team

San Francisco, CA

$250,000 to $265,000

Permanent

Overview A San Francisco-based investment management firm is looking to appoint a Director to join its Client Team. Candidates for […]

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Senior Compliance Analyst

London, UK

Negotiable

Permanent

Overview A top international investment management firm is seeking a Senior Compliance Analyst to join its London office. The primary […]

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Associate – Document Control

Boston, MA

Negotiable

Permanent

Overview A leading private investment firm is seeking a Document Control Associate to join its Boston office. The Document Control […]

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Legal Affairs Associate – Capital Markets

Boston, MA

Negotiable

Permanent

Overview A leading private investment firm is seeking a Legal Affairs Associate to join its Boston office. Key Responsibilities […]

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Legal Affairs Associate – Real Estate

Boston, MA

Negotiable

Permanent

Overview A leading private investment firm is seeking a Legal Affairs Associate to join its Boston office. Key Responsibilities […]

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Private Client Director

London, UK

Negotiable

Permanent

Overview As a Private Client Director, you will call high-net-worth leads, qualifying and scheduling face-to-face appointments. You will meet with […]

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