Financial Services
Asset management, investment banking and private markets.
Our deepest sector knowledge. Built over nine years leading talent acquisition for the front office of a global infrastructure investor, across investment banking, asset management and global markets.
Where we specialise
The parts of this market we know.
Asset Management
Investment, distribution and product leadership across traditional and alternative managers, including teams built around a new strategy or fund launch.
- Portfolio management
- Distribution and client coverage
- Product and investment strategy
- Investment risk
Investment Banking
Coverage, advisory and markets appointments where the population is small, well known to itself and moves on relationship and timing rather than advertising.
- Sector and country coverage
- M&A and advisory
- Global markets
- Research
Private Markets
Private equity and private credit, from investment professionals through to the value creation and operating capability that sits alongside them.
- Investment professionals
- Private credit origination and underwriting
- Value creation and operations
- Fundraising and investor relations
Portfolio Company Creation
Standing up leadership teams in newly formed or newly acquired platforms, where the first four appointments determine whether the thesis is deliverable.
- Chief executive and chief financial officer
- Chief operating officer
- Commercial leadership
- Finance and reporting build-out
Infrastructure
Investment and asset management teams across energy, transport, digital and social infrastructure, including cross-border and platform structures.
- Infrastructure investment
- Asset management
- Technical and engineering leadership
- Portfolio finance
Regulated Functions
Senior manager and certified function appointments where fitness and propriety, regulatory references and handover sequencing are part of the process, not an afterthought.
- Risk and compliance leadership
- Finance and controls
- Internal audit
- Conduct and governance
We work beyond these markets where the leadership question fits our experience, particularly in technology, industrials and investor-backed businesses. If your sector is not listed, the first conversation will establish quickly whether we are the right firm for it.
Sector context
This is a market where remit matters more than title. A director in one house holds a role a managing director holds in another, compensation structures differ by ownership model, and regulatory status changes who can be approached and how quickly they can move. Advice that ignores those mechanics produces shortlists that fall apart at offer stage.
Talent challenges
- Senior manager regime appointments with long notice and handover periods
- Compensation structures that differ sharply by ownership model
- Thin succession below the investment committee
- Building capability for a new strategy before it has a track record
Leadership requirements
- Investment and portfolio leadership
- Distribution and client coverage leadership
- Finance, risk and compliance leadership
- Operations, technology and change leadership
Financial Services
Asset management, investment banking and private markets.
Market dynamics
Movement here is quiet, relationship-led and timed around bonus and vesting calendars. Knowing who is genuinely available, on what terms and in which quarter changes the shape of a search more than reach ever will.
Partnership over transaction
Let us talk about the decision ahead.
Tell us about the business question you are considering. We will tell you plainly whether we can help.