Our Clients

The clients we represent typically include:

  • Global Private Banks
  • Global Institutional Asset Managers
  • Boutique Wealth Managers
  • Independent Asset Managers
  • Private Investment Offices & Multi-Family Offices
  • Single Family Offices
  • Private Endowments and Foundations
  • Trust companies
  • Asset owners
  • FinTech Investment Management Platforms

  • We focus primarily on senior positions in management, investments, sales and distribution.

  • Chief Executive Officer
  • Chief Investment Officer
  • Head of Portfolio Management
  • Head of Distribution
  • Head of Sales & Marketing
  • Chief Operating Officer
  • General Counsel
  • Head of Research
  • Head of Relationship Management
  • Head of UHNW & Family Offices
  • Senior Portfolio Manager
  • Senior Private Banker
  • Head of Charities
  • Chief Strategist
  • Non-executive director
  • Trustee