Wealth Management Recruitment

We appreciate that every firm is different and we specialise in wealth management recruitment in order to find the ideal Front Office and C-Suite candidates for every wealth manager we work with. Our rigorous process allows us to assess candidates according to your team's unique needs, helping us find the right wealth management professionals to fit your company culture and your clients expectations.

The Somers Partnership Wealth Management Recruitment Process

In the highly competitive wealth management industry, there are sadly all too many candidates who are less than exceptional. Happy to stay in the middle ground, they do only what is necessary to retain their position. These individuals make up a large percentage of many corporate environments but as a specialist wealth management recruitment agency, we are dedicated to offering an alternative to these unremarkable individuals, seeking out only the most capable and driven candidates.

Our wealth management recruitment process is centred on taking each business as a distinct case, aligning our goals with yours in order to find the best candidate. Before beginning the wealth management recruitment process, we undertake a detailed analysis of the company in order to identify key skills gaps. We then use this intelligence to inform all of our recruitment decisions going forward. This highly individualised method helps us to identify the candidates who can build and grow your business and who have the motivation and skillset to excel.

Return on Investment of Effective Wealth Management Recruitment

The Somers Partnership deliver the candidates that every wealth management firm wants to attract: the extremely successful individuals who thrive in a performance culture. We look for individuals with large self-built books who are client-centric and adaptable. These candidates are unafraid of measurement and are hugely profitable, single-handedly making a considerable difference to the success of the firms they work for.

In particular, our wealth management recruitment process removes any candidates who could be damaging to the future of the business, even if it may not appear so at first. Our comprehensive method removes any doubt about the past and personality of every candidate so you can be sure that the individual we recommend is someone you can trust. Our expertise as a specialist wealth management recruitment agency ensures that you have access to the top talent in the industry.

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
EMAIL: enquiries@somerspartnership.com

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