We place private banking talent for leading institutions around the world
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Approach
From first conversation to final placement – our team ties it all together
Align
We identify our clients’ core growth needs and align on wealth management market strategy before a search is initiated.
Trace
Our team is active in the market – drawing on an international community of top-tier wealth management professionals, applying market intelligence and exploring new channels to go beyond the expected.
Develop
We work with our clients to explore business development potential considering client base, cultural fit and platform requirements.
Tie Up
We manage negotiations, support relocations and handle work permit and employment considerations to ensure every placement completes without complication.
Our clients are among the foremost global names in wealth management and private banking
7 out of 10
Top Swiss Private Banks
2 out of 5
Top European Universal Banks
From strengthening existing teams to opening new offices, we help our clients grow
Scale
We recruit Relationship Managers and senior front-office talent to strengthen established hubs – with a primary focus on offshore private banking in Switzerland and other key financial centers.
Expand
For banks seeking to establish a presence in a new financial center, we set up new offices and place entire teams and – delivering local presence.
In private banking, relationships are everything - so is knowing how to use them
Deliver
Private Bankers with a proven track record in attracting and growing UHNW and HNW client assets make up most of the professionals we place – specialists whose value is measured in the relationships and assets they bring with them.
Structure
We know how to structure complex hires – including entire team moves – in ways that deliver lasting results for our clients.
Transition
We move lateral professionals from corporate and investment banking into private banking roles, connecting banks with people whose networks reach the U/HNWIs they exist to serve.
Relocate
We manage the relocation of senior bankers from onshore booking centers to offshore hubs, navigating the business, regulatory and personal complexity that comes with it.