Asset and Investment Management

Distribution is a relationship business. We know who holds the relationships.

Retained and contingency search for distribution leaders, investment specialists, and platform heads at asset managers, alternative investment firms, and fund houses competing for capital in the private wealth channel.

Mandate Types

  • Head of Private Wealth Distribution and Regional Distribution Director — direct responsibility for bank, IWM, and family office relationships
  • Country Head and Managing Director — for asset managers entering or consolidating in Asia, the Middle East, or Europe
  • Chief Investment Officer and Head of Investment — at boutique and specialist managers
  • Investment Director and Senior Client Portfolio Manager — with a private wealth client base
  • Head of Alternatives and Head of Real Assets — for managers building private wealth access to illiquid strategies
  • Head of Product and Head of Solutions — responsible for private wealth channel proposition development
  • Senior Sales Director and Senior Relationship Manager — within asset management distribution teams

Cross-Border Considerations

We know which distribution leaders hold the relationships that drive AUM flows. We know which investment specialists carry the credibility to open doors at the CIO level. And we know which of them are ready to have a conversation before their current employer does.