Past Mandates

Previous Wealth Management Recruitment Mandates

Below you can see some of the previous recruitment mandates that we have fulfilled in the wealth management and family office sectors.

  • Hedge Fund Analyst for one of Europe’s largest Single Family Offices

  • Head of Advice – UK Private Bank

  • Director of Family Office Services – Property Company PLC

  • Head of Product Development – UK Wealth Manager

  • Chief Investment Officer – Multi Family Office

  • Senior Private Bankers – Swiss Private Bank

  • Family Office Client Introducer – MFO

  • Head of Compliance – Wealth Management

  • Advisory Board – Wealth Management Organisation

  • Chief Investment Officer – Wealth Management Organisation

  • Scandi UHNW Private Banker – UHNW Private Bank (New Venture)

  • Chief Investment Officer – Investment Management Firm

  • Chief Financial Officer – Family Office

  • Senior Portfolio Manager – Multi Family Office

  • Senior Private Banker – Edinburgh

  • Chief Investment Officer (UK) – UHNW Private Bank (New Venture)

  • Business Development Director – Multi Family Office

  • Head of Investment Advisory – UK UHNW Private Bank (New Venture)

  • Team Leader – VC backed UHNW wealth management start up, London

  • Team of 7 Middle Eastern Private Bankers – International Private Bank

  • Private Banker – Manchester

  • Head of Middle East, Geneva – Private Bank

  • Finance Director – Private Bank

  • Desk Heads x 2 – UHNW Private Bank (New Venture)

  • Private Bankers x 7 – UHNW Private Bank (New Venture)

  • Deputy Head of Family Office – Top 5 UK Single Family Office

  • Relationship Manager – Multi Family Office

  • Family Office Team Build – NY/LON Family Office, Head, FD, Dir Sp Projects, Head of Foundation

  • Private Banking Team Build – Irish/UK Private Bank

  • Private Banking Team Build – European Private Bank

  • Private Banking Team Build UK Res Non Dom – International Private Bank

  • Head of Investment Management – UK Private Bank

  • NRI Private Banker – Mass Affluent, Channel Islands

  • Private Banking Team Build – Middle East & London – UK based Private Bank

  • Head of Research – European Private Bank

  • Head of Product Development – UK Private Bank

  • Head of Russia – International Private Bank

  • Senior Fund Manager – European Private Bank

  • Global Head of Wealth Management – UK Private Bank

  • Head of Russia – Tier 1 Global Investment Bank PWM Division

  • Head of Private Banking – European Private Bank

  • Head of Marketing – UHNW luxury property fractional ownership

  • Referencing Projects x2

  • Compensation Reports x2

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