Wealth Management

We place senior leadership and advisory talent at independent wealth managers.

Retained and contingency search for platform leaders, chief investment officers, heads of advisory, and senior client-facing hires at independent wealth managers, multi-family offices, and advisory platforms across Asia, the Middle East, and Europe.

The independent wealth management sector is consolidating. Platforms that were subscale three years ago are now material businesses. New entrants – backed by private equity, spun out of universal banks, or built by entrepreneurs with a clear view on where the market is going – are hiring at pace. The senior talent they need is not looking for a job. It is already employed, often at an institution that does not want to lose it.

Ateca maps the senior advisory and leadership population across independent wealth managers, multi-family offices & fee-based advisory platforms. We work from current, direct knowledge of who holds what role, what they manage & what would need to be true for them to have a conversation. Retained search is our default model for senior platform and C-suite hires. For advisory and relationship management roles where speed is the priority, we also work on a contingency basis, drawing on the same mapped population and direct networks.

Our clients come to us for one of three reasons: they are building a team and need people who have already operated at the level the role requires; they are entering a new market and need a leader who already has the relationships; or they have a succession challenge at senior level that requires a search handled with complete discretion.

Mandate Types

  • Chief Executive Officer and Managing Director — established platforms and new market entrants
  • Chief Investment Officer and Deputy CIO — direct responsibility for investment strategy and portfolio oversight
  • Head of Advisory and Head of Investment Advisory — senior advisory leadership across client-facing teams
  • Senior Portfolio Managers and Senior Investment Advisors — with demonstrable AUM and client relationship records
  • Head of Business Development — senior client acquisition with an existing network in the target market
  • Head of Compliance and Chief Risk Officer — within regulated advisory entities
  • Head of Operations and COO — for platforms at a stage requiring professional operational leadership

Cross-Border Considerations

We understand the commercial difference between an onshore advisory model and an offshore booking structure, and the regulatory implications of cross-border AUM movement. That matters when you are asking a senior adviser to consider a transition — and it matters more when you are hiring one.