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Specialised Recruitment For Wealth & Asset Management Institutions

A boutique, discreet search partner placing Relationship Managers, Portfolio Managers, Analysts & Compliance Officers.

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Building Lasting Career Through Trust And Connection.

Trusted By Financial Institutions Across Switzerland, The UK & The Middle East

We partner with private banks, EAMs, multi-family offices, and investment firms to help them hire the right talent discreetly, efficiently, and with long-term fit. Our model is built on relationships, not transactions.

Our Specialisation

We Specialise In Roles That Require Precision

Front-office and control-function hires where expertise, discretion, and long-term fit matter.

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Relationship Managers (HNW/UHNW)

Highly vetted Relationship Managers experienced in serving HNW & UHNW clients with exceptional trust, discretion, and long-term portfolio growth.

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Portfolio Managers
 

Seasoned Portfolio Managers with strong performance discipline, strategic insight, and the ability to manage sophisticated client portfolios.

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Investment & Research Analysts

Highly skilled analysts delivering precise research, clear insights, and disciplined market analysis to support smarter investment decisions.

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Compliance & Risk Professionals

Experienced compliance and risk specialists ensuring regulatory integrity, strong controls, and confident organisational protection.

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A Boutique Search Model Built On Trust

Discreet & Relationship-Led

Your brand, your confidentiality, and your reputation are protected throughout every search.

Precision Over Volume

We run lean, targeted searches — not high-volume CV spam.

Trusted Long-Term Partner

Most of our clients work with us for years, building teams, not one-off hires.

What We Offer

Deep Industry Knowledge And Executive Networks

We possess unparalleled expertise in your field, allowing us to access a hidden pool of top-tier.

Customized Search And Assessment

We meticulously tailor the search process to your specific needs, ensuring a perfect cultural and strategic fit.

Confidentiality And Discretion

We understand the sensitivity of executive searches and handle every step with the utmost professionalism and privacy.

Ongoing Support And Counsel

We remain your trusted partner, providing guidance throughout the onboarding process and beyond.

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About Us

Your Search Partner

With years of experience partnering with private banks, asset managers, and wealth firms, we bring a deep understanding of the financial services landscape and the talent that fuels it. Our background includes working closely with leadership teams, advising on critical hires, and supporting institutions as they build high-performing front-office, investment, and control-function teams.

Ready To Discuss Your Next Hire?

Book a confidential introductory call to see if we’re the right fit.

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Recruitment - Partner With Organisations To Find High-quality Talent And Support Professionals As They Navigate Meaningful Career

Contact Details

44 Surrey Rd, Dandenong North 3175

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