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Financial services – Wealth Management

Navigating a challenging market

Digital-savvy investors and regulation are challenging traditional business models and putting pressure on margins

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Digital wealth management services are driving down margins

The lines between high and low touch clients and propositions are blurring. Your corporate identity may well be changing. You may be over-servicing clients at a loss to your business. Or failing to capture potential share of wallet

With the growth of self-service investment products and challenger digital-first wealth management scale-ups and increasing pressure to reduce fees, increase transparency and Treat Customers Fairly, you’re facing a more challenging market than ever.

Your clients now demand more services for less cost, with 24-7 access to their accounts. At the same time, many of your customers no longer want traditional advisory services. It’s a perfect storm, and you’re likely facing increasingly stiff competition from rivals for both customers and talent.

Finding the right talent isn’t easy

Incumbent wealth managers want to go digital but can struggle due to legacy technology and lack of tech expertise. ‘Digital wealth managers’, by contrast, are seeking industry experience to guide them to sustainable growth that maximises customer value.

Whichever model you follow, finding the talent that combines commercial and digital know-how with the experience to maximise profit and meet stringent regulation and data protection standards is tricky.

We specialise in

Private Banks

Wealth Managers

Private Investment Offices

Family Offices

Digital Investment Platforms

Financial Advisers

Trust Companies

A talent solutions partner with the experience you need

Whether you need to fill key C-suite and specialist senior executive roles in regional leadership, products and investments, trust and advisory services, or cutting-edge technology and operations, Sheffield Haworth can help. Partnering with us gives you access to some of the longest-tenured wealth management sector specialists in the executive search industry.

An unsurpassed track record

If you want a firm with an unsurpassed track record, deep understanding of your industry challenges and trends, and access to a vast network of the best talent in the sector, then look no further. Finding talent in wealth management requires diligence, strategic thinking, flexibility, and sometimes a global approach – and that’s exactly what we offer.

Recent placements

Executive Chairman and NED, UK Private Investment Manager

Chief Executive Officer, Swiss Private Bank

Head of Private Banking, UK Private Bank

Chief Investment Officer, Retail Wealth Manager

Chief Strategist, Retail Wealth Manager

Chief Financial Officer, Multi-Family Office

UHNW Relationship Manager, International Private Bank

Chief of Staff, Swiss Private Bank

Head of Wealth Planning, Swiss Private Bank

Global coverage


Onshore UK




Continental Europe


Middle East

Asia Offshore

Asia Offshore

Crown Dependencies

Crown Dependencies

With specialists and networks across Europe, the UK, Asia, North America, and the Middle East, we offer a range of leadership and talent advisory services, including executive search, consulting, interim and leadership advisory to meet all your short, medium and long-term needs. We also leverage our colleagues across specialist practice areas such as Technology, Risk and Compliance to help you find the best tailor-made solution to solve your most pressing business challenges.

Diversity & Inclusion: getting the best candidate for the job

At Sheffield Haworth, every talent engagement includes a focus on diversity and inclusion. You need the best person for the job, and our approach helps to mitigate selection bias and emphasises the value of diversity of thought. When you need the best talent, we help you find it – whatever their background.

Our specialists

Oli Templeton

Executive Director

Michelle Henry

Managing Director

Tim Sheffield

Tim Sheffield


Charles Bruce-Smythe

Managing Director

Michael Leong

Michael Leong


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