Wealth Management Recruitment
We specialise in sourcing professionals for private banks, family offices, trust companies and wealth advisory firms across Europe, and Asia-Pacific. Our focus areas include:
• Relationship Management
• Portfolio Management
• Trust & Fiduciary Services
• Investment Advisory
• Compliance & KYC
• Credit Risk & Structuring
• Executive Search
Latest roles
Senior Financial Planning Supervisor
- Type
- Permanent
- Salary
- £100,000 - £100,000
- Location
- Birmingham OR Manchester, United Kingdom
Location: Birmingham or Manchester, United Kingdom Salary: £100,000 per annum Overview This role leads a wealth planning function,...
Senior Product Manager position
- Type
- Permanent
- Salary
- £75,000 - £90,000
- Location
- London, United Kingdom
Senior Product Manager London (Hybrid) | Fintech | High-growth scale-up I’m partnering with a well-funded, rapidly scaling fintech platform...
Why use our Recruitment Services
We work hard to create extensive networks with wealth management professionals across key financial centres across the UK.
Through our in-depth knowledge of the sector, we provide quality services to our clients, maintaining full compliance, trust, and reliability. We understand the differences between private banks, family offices, and trust companies and how regulatory frameworks like MiFID II and FATCA shape hiring requirements.
Our consultants work in dedicated teams covering relationship management, portfolio management, trust and fiduciary roles, investment advisory and family office operations.
Wealth Management Roles we Specialise in
Private banks require professionals with expertise in discretionary portfolio management, advisory relationships, and lending against portfolios. Trust companies need candidates with knowledge of trust law, beneficial ownership regulations, and cross-border tax requirements.
Family offices demand versatile professionals managing direct investments, co-investments, real estate portfolios, and alternative assets. Relationship managers combine client acquisition and retention skills with investment knowledge to articulate strategies to sophisticated investors.
Investment roles we recruit for include asset allocation specialists, equity analysts, fixed income managers and alternatives specialists covering hedge funds, private equity, and structured products.
Our Approach
We take a long-term partnership approach rather than transactional recruitment. This means mapping succession plans, identifying capability gaps early and maintaining candidate pipelines aligned to your growth strategy.
Value-driven hiring prioritises cultural alignment and technical competency. Candidates undergo thorough assessment across investment philosophy, client service methodology and regulatory knowledge relevant to specific jurisdictions.
For confidential mandates, replacing incumbent staff, entering new markets, or launching divisions, we ensure competitor awareness never compromises your strategy.
Market Intelligence
We track hiring trends across major wealth centres and provide salary benchmarking that covers base compensation, guaranteed bonuses, carried interest structures and equity participation models.
Our market insight includes emerging trends like family office expansion in the Middle East creating demand for Islamic finance expertise combined with Western wealth structuring knowledge.
Hiring Solutions
We specialise in mid – Senior level roles, with 10+ years experience of placing Market Leaders, Senior Individual contributors, Team Moves and Directors & Associate Directors, Chief Investment Officers, Heads of Private Banking and Managing Directors of family offices. Executive search for roles with confidentiality & succession planning.
Confidential searches protect employed candidates through separated databases and restricted information sharing. We coordinate timing to ensure current employers never learn about the search process.
Talk to a Specialist
Contact our team today for strategic recruitment partnerships, talent mapping and market intelligence.
If you are a candidate, we can offer career guidance, role positioning advice and access to unadvertised opportunities.
