Finance Archives - Somers Partnership

Where Conviction Meets Capital: New Somers Partnership Research into Family Office Investment Strategies

Family offices are rarely short of investment opportunities. The more difficult question is where conviction is strong enough to translate into capital. Our latest Somers Partnership research report, Where Conviction Meets Capital, explores that question through the investment priorities, concerns and future plans of family office principals, CIOs, investment directors and senior investment professionals across

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Does your family always need an outsourced CIO

Does Your Family Office Always Need a Full-Time CIO?

Family Offices, Finance, Newsletter, Recruitment

Deciding how to structure the investment function is one of the more significant organisational decisions a family office can make. The Chief Investment Officer is often a pivotal appointment. They may be responsible for translating the family’s objectives into investment strategy, overseeing portfolios and external managers, assessing new opportunities, managing risk and ensuring that investment

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How To be a Good Leaver – Joining Your New Employer

All, Finance, General, News, Recruitment, Wealth Management

Welcome to those of you who have opened this article ‘Joining Your New Employer’ – it is the last in a four-part series of articles we commissioned leading HR lawyer, David Hunt, Partner at Farrer & Co to write for us. This feature is aimed at giving advice to employees if you are approaching the end of

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How To be a Good Leaver – Gardening Leave

All, Finance, General, News, Recruitment, Wealth Management

As part of our continuing ‘How to be a Good Leaver’ series of articles, we asked leading human resources lawyer, David Hunt, a partner at Farrer & Co, to give his advice to employees about what you are, and more importantly are NOT allowed to do during your gardening leave. This is the third in a series

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Recruiting in the Time of Covid – How to Video Interview

All, Finance, General, News, Recruitment, Wealth Management

The wealth management, private banking and family office sectors are adjusting to the new norm. With markets dropping by 25% since the start of the year, big private banks are seeing 25% less AuM and 25% less revenue with the same level of costs, in fact the only variables are the discretionary bonuses paid to

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The Global Migration of Talent

All, Finance, General, News, Recruitment, Wealth Management

Coronavirus is forcing businesses to rapidly adapt to a changing work landscape. More businesses are embracing flexible work options to cope with this most recent health crisis. In some of the leading financial markets in the world, firms are turning to technology to solve staffing issues, utilising remote working techniques to combat restrictions and enforced quarantine. This could have a profound impact on the global migration of talent for many years to come…

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The diary of a private banker

All, Press Release

Somers Partnership was featured in TheWealthNet last week… Freddie Pooter writes “In our experience, recruiters in the main don’t have a really good grasp of the staffing needs of modern private banking. Most just play the same old putting “bums on seats” game, along with counting their commission. An exception is the splendid Mark Somers,

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How To be a Good Leaver – Joining Your New Employer

How To be a Good Leaver – Gardening Leave

Recruiting in the Time of Covid – How to Video Interview

The Global Migration of Talent

The diary of a private banker

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