Wealth Management

Helping Wealth Management clients fulfil their talent needs

Our Private Wealth Management team includes some of the longest-tenured sector specialists in the executive search industry.  Our track record, depth of understanding of industry challenges and evolution, and breadth of networks is unsurpassed.

Our experience has seen us successfully conclude assignments across all UK regions and also the Isle of Man and Channel Islands.  In continental Europe, our Practice is noticeably active in Switzerland.  Outside of Europe, we have a strong track record of work executed in the major financial centres across the Middle East, Asia and the United States.  We work in partnership across our global offices offering our clients executive search, consulting solutions and talent advisory services to meet their short, medium and long term talent needs.


Finding talent in Wealth Management requires diligence, strategy, flexibility of thought and sometimes a global approach. We typically engage key leadership roles including CEOs and senior executives across specialist areas, be they regional leadership, products and investments, trust and advisory services or cutting-edge technology and operations.


Collaborative working achieves the best results


A collaborative mindset that nurtures individual expertise, strong corporate leadership and entrepreneurial skills give us an advantage in sourcing talent, while deep knowledge of specific industries ensures we can hand-pick the right talent, tailored to you.


Solutions for our clients range across Executive Search, Consulting Solutions (Executive Interim & independent Consulting) and Talent Advisory projects.  We regularly leverage our colleagues across specialist Practice areas such as Digital & Technology and Risk & Compliance giving you access to our whole team to come up with the best and most tailored solution for your needs.


For more information about our Wealth Management Practice and our different talent solutions please contact a Consultant below.

Simon Worthington, our Practice Head, has been awarded the top rating of ‘Outstanding in Field’ by Spears magazine in the 2018 and 2019 lists of Wealth Management Recruitment Consultants. This is the essential ‘Who’s Who’ guide to the key players in the Wealth Management community, as well as selected Wealth service providers.

Lead Consultants

Simon Worthington View profile

Simon Worthington

Managing Director

Oli Templeton View profile

Oli Templeton


We specialise in:

  • Private Investment Offices
  • Private Banks
  • Private Client Investment Managers
  • Retail Wealth Companies
  • Single and Multi-Family Offices
  • Trust Companies

Roles we recruit for:

  • C-suite and Senior Functional roles
  • Client facing Relationship and Investment Managers
  • Investment and Product Specialists

Selected Mandates:

  • 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

Latest Insights

Publication: Wealth Management Industry Update in the wake of Covid-19

After an unprecedented few weeks, most Wealth Management practitioners seem t...

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Publication: 2018 Wealth Management Review

Market Commentary, Analysis and Key Executive Moves The Wealth Management ind...

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Publication: 2017 Wealth Management Review

Market Commentary, Analysis and Key Executive Moves   2017 could be view...

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