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SERVICES

What We Do

We are specialists in executive search for wealth and technology. We recruit from a global talent pool for a variety of permanent, flexible and remote positions. Our clients retain us to work on exclusive mandates to identify candidates, assess suitability, facilitate introductions and support in negotiations. 

Search

Our networks and market intelligence span global markets. We have developed trusted relationships that provide us with unique access to individuals. We conduct extensive reviews to identify suitable candidates.

Negotiation

We manage introductions and help facilitate ongoing negotiations including where necessary on compensation and benchmarking. We also refer ancillary legal and employment services.   

Job Specs (Leadership > Functional Expertise)

  • C-Suite

  • Digital Heads

  • Board Advisors

  • Business Development

  • Sales, Marketing, PR

  • CX, Design, Architecture 

  • Portfolio Management

  • Programming, Algo

  • Analysts, Research 

  • Infrastructure

  • Data, AI, API

  • Compliance

Our Clients (B2B Providers > D2C Digital Retail > Hybrid Financial Advisors )

  • Platform Technology

  • Financial Planning Tools

  • Pension Technology

  • Portfolio Management Software

  • Marketing Technology

  • KYC / On-boarding / Fraud

  • On-line Brokers 

  • Robo Advisors

  • Investment Apps

  • Retail Banks

  • Wealth Managers 

  • Independent Advisors

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