Private Client Investment Management Recruitment

The Somers Partnership offers private client investment management recruitment that focusses on selecting highly competent investment managers with established books of clients.

A Specialist Investment & Asset Management Recruitment Service

At Somers Partnership, we pride ourselves on our expertise within the highly competitive private client investment and asset management industry. We reject the actions of conventional recruitment agencies whose unfocussed approach is all about numbers rather than individuals. Instead, our personalised service sees each firm as a unique case and we strive to deliver candidates to achieve the best possible match.

Before beginning our search for suitable candidates, we conduct a thorough assessment of the needs of your business, identifying skill gaps and understanding your exact requirements. This enables us to have a clear profile in mind. Using this method, we actively headhunt the best investment and asset Management professionals for the role, giving you direct access to the top talent in the field. We look for candidates with good investment performance who have built long standing books of loyal clients. 

Our Rigorous Selection Process

All candidates undergo an intensive and individualised interview process that also includes comprehensive reference taking and third-party candidate vetting for successful candidates. This method of private client investment management recruitment is designed to filter out the individuals who are anything less than exceptional. We focus solely on the top 10% of candidates, those who are determined and dynamic with large and loyal books of clients.

These professionals have impressive self-made books and they thrive in a performance culture. Most importantly, they also have demonstrable experience working in a position of trust and can be relied upon to exercise absolute discretion at all times. We do not accept anything less than the most competent candidates in our private client investment management recruitment process.

We Take Time To Get To Know Your Firm

We understand that every investment firm has its own company culture that suits certain candidates and not others. We excel in matching personalities to placements and it is this level of bespoke service that keeps our private client investment management clients coming back to us time and time again.

Don't just take our word for it

David Langmead

Langmead Group

The Somers Partnership were recommended to us when we were looking for a new senior appointment to our family office. The team began by really getting under the skin of our requirements, business and culture, then created an innovative approach for segmenting the marketplace and overlaying our criteria to really drill down into our priorities. Their communication style throughout, coupled with their desire to really understand and articulate the brief and become advocates on our behalf, was refreshing and the candidates shortlisted from their extensive research were of a high calibre.  When we hit a bump in the road, the real value of the relationship showed, both in their tenacity and in the trust and rapport they build with their clients and candidates, which certainly paid off.  We wouldn’t hesitate to recommend them.

John Bunch

ex Chief Commercial Director, Evelyn Partners

I retained the Somers Partnership for three years and they delivered everything I asked of them. A pipeline of great candidates, deep market knowledge, an efficient time saving process and clear communication. Mark and his team proactively looked for opportunities and advantages across the market, allowing me to leverage their insight as well as their network they also enhanced our employer brand with thorough candidate briefs for every candidate . They delivered an excellent Return on Investment (ROI) and I recommend any ambitious organisation with a strong growth agenda to engage them.  I would absolutely work with them again at the first opportunity.

Rupert Phelps

Head of a Single Family Office

“The Somers Partnership combine proven expertise in search with demonstrable integrity. They are rare in having a deep and effective understanding of SFOs, as well as MFOs and the wider wealth management sector.”

Sebastian Dovey

Formerly Managing Partner Scorpio Partnership Limited

The Somers Partnership have a strong ability to take the long term view in identifying candidates that will add value to a business. This is an expertise from which we have benefitted.

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