AREAS OF EXPERTISE
Delivering Exceptional Service Since 1992
Asset management is undergoing dynamic change. It is no longer just about consolidation; it is about re-imagining how business should or could be done going forward. We help our clients gain access to critical, strategic, and innovative talent who can forge change for continued success.
Board of Directors
An effective and independent board requires diverse perspectives and skillsets. Today’s regulatory environment demands a heightened level of sophistication and governance to address the growing complexity of board responsibilities. We help firms refresh their boards to meet the industry’s challenges.
The traditional brokerage business is being re-drawn by the new fiduciary standard and disruptive technology. We engage with leaders who understand the advisor community and have the strategic vision to power the growth of brokerage firms.
A wave of retirements, M&A, and robo-advisors are creating new challenges for the wealth management industry. We help wealth management firms and family offices engage high-impact players who are committed to growth and appreciate the importance of delivering a personalized and consultative wealth management experience for every client.
As the investment consulting business continues to mature, successful firms must recruit talented individuals who think strategically about the future needs of their clients. We work with investment consulting firms to define, assess, and attract executives who possess the multi-faceted skill sets necessary to develop innovative solutions.
We understand where financial technology intersects the investment industry. Successful fintech firms need domain expertise to drive business and bring innovation to financial services. We canvass the talent landscape to engage entrepreneurial individuals with investment expertise and an appetite for technology.