Private Wealth Management

Practice Description

Over the past three years, we have worked on hundreds of senior-level executive searches throughout the industry. We cover all critical functions, including chief executive officer and chief investment officer, as well as other specialized areas such as sales and client service, marketing and product development, strategy, trust, private banking and brokerage.

Our consultants, with their in-depth knowledge of the industry and strong network of personal contacts, have conducted a wide range of senior-level executive search assignments across the following sectors:

  • Broker Deals & Advisers
  • Family Offices/Estates
  • Fund of Funds Managers
  • Hedge Fund Managers
  • Private Banks
  • Private Equity Firms/Venture Capital Firms
  • Private Foundations
  • Retail Mutual Fund Companies

To discuss your leadership needs, please contact us.


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