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

Rupert Phelps

Partner, Family Office Services, Smith & Williamson

“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.”

Alasdair Ogilvy

Portfolio Director at Cazenove Capital

"I have known and worked with Mark and his team since 2006. His knowledge of his market is profound and his professional behaviour exemplary. He combines great communication skills with forensic research of the private banking sector and a consequent ability to match individuals to organisations with accuracy and realistic expectations for all parties concerned. I recommend him highly."

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."

Deep Chahal

Director of Finance, Family Office

“I would recommend the Somers Partnership for those looking for a role in the family and wealth management space and the same applies to those seeking to recruit in that sector... A very professional set-up and approach to the job search market.”

Family Office Candidate

“The Somers Partnership helped by matching me with my current role and working with me to ensure a successful outcome and I would recommend the Somers Partnership to anyone looking to secure a role or looking to fill a vacancy in the Family Office and Ultra High Net Worth space.  I particularly like their ongoing communication throughout the recruitment process and their continued interest in the development of my career.”


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84 Brook Street London UK W1K 5EH
TEL: +44 (0) 203 137 3275

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