Asset & Wealth Management

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We partner with asset managers, wealth platforms, and advisory firms to recruit senior investment, distribution, and executive leadership. Our work spans public and private markets, active and passive strategies, and firms at different stages of growth from boutique managers building institutional credibility to scaled platforms managing complexity, succession, and regulatory oversight. 

We understand how talent decisions affect performance, client retention, and brand reputation over time. 

We advise firms across the Asset and Wealth Management landscape, including: 

• Institutional and Retail Asset Managers 
• RIAs and Wealth Platforms 
• Multi-Family Offices and Private Wealth Firms 
• Mutual Funds, ETFs, and SMAs 
• OCIO and Investment Consulting  
• Hybrid and Multi-Strategy Platforms 

Our searches are informed by a clear understanding of investment philosophy, distribution models, and operating structures. 

Our Differentiated Approach 

Asset and Wealth Management hiring requires nuance. Track records must be understood in context. Client relationships must be handled with discretion. Cultural fit matters as much as technical skill. Our approach includes: 

• Careful evaluation of performance attribution and investment process 
• Insight into compensation structures, portability, and retention risk 
• Market intelligence on competitor activity and talent movement 
• A consultative process that prioritizes long-term alignment over short-term fixes 

We serve as a strategic advisor helping clients think through leadership transitions, team builds, and succession planning with clarity and discipline. 

In Asset and Wealth Management, people are the product. The right leaders strengthen investment outcomes, deepen client relationships, and reinforce institutional credibility. The wrong hire can disrupt performance and erode trust quickly. 

We help firms make confident, informed talent decisions that support sustainable growth and long-term client confidence.