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The new era of asset management — marked by innovation, the globalization of investment opportunities and investment owners, a high correlation of asset classes, heightened risk, and the search for “alpha” amid challenged public markets — demands a diverse, multidisciplinary leadership team to come out ahead.

Our dedicated financial services consultants possess in-depth expertise and long-standing relationships with top asset management leaders, developed through years of working in the sector. No other firm has our depth and breadth of specialized expertise.

We are committed to your success.

We have conducted more than 600 assignments in the asset management space over the past three years, including searches for senior-level executives and board members. We also share our clients’ commitment to diversity. Nearly one-third of our placements are diverse candidates.
Our sector expertise includes institutional money managers, retirement services providers, mutual fund managers, hedge funds, funds of funds, insurance companies, endowments and foundations, and wealth managers and family offices.
Of the asset management executives we placed between 2013 and 2017, 92% are still with their firms today. In addition, nearly 80 percent of our work is done for repeat clients.