Our Clients
The clients we represent typically include:
- Global Private Banks
- Global Institutional Asset Managers
- Global Investment Banks
- 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
- Management Consultancies
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