Investment Management

Acquiring Investment Professionals Requires a High Touch Service

Asset managers, banks, insurance companies, family offices, private equity firms, hedge funds, consultants, pension funds, endowments and foundations all compete for a finite pool of exceptional investment talent. Acquiring an investment professional with the intellectual capacity to elevate a firm’s products and services offering is a complicated and nuanced process. The challenge is to identify and acquire individuals with the intellectual prowess to lift an organization complimented by a value system that is in alignment with the culture of a firm and their clients.

The senior members of our asset management team have built long-standing relationships with industry executives across the entire investment spectrum. We provide our clients with impactful advocacy in their pursuit of the best talent in equity, fixed income, alternatives, ETF’s, product management and research. We help our clients successfully navigate the offer, buy-out, and on-boarding process with a goal of ensuring both a cultural fit, and a smooth transition process.

Functional Areas of Expertise:

  • Chief Investment Officer
  • Strategist
  • Portfolio Management: Active/Passive, Fundamental/Macro, Domestic/International/Global, Equity/Fixed Income/Alts
  • Director of Research: Sector Specialists, Industry Specialists
  • Head of Strategy/Asset Allocation/Solutions

Successful Engagements

Institutional Gold Market Specialist, Investment management division of a large global asset manager

Vice President, North American Client Service, UK-based asset management firm

Senior Wealth Manager, U.S. financial investment advisory firm

Portfolio Manager – Large Cap Value, Distinguished global investment firm

Senior Relationship Manager, Large global macro hedge fund

U.S. Small/Mid Cap Growth Team, U.K.-based equity asset management firm

Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector

Vice President, Insights & Connections, Family office division of large financial services firm

Senior Health Care Analyst, Privately held investment manager serving institutional clients