I help the client-advisory functions of UHNW and HNW wealth managers grow AUM through Alumni Intelligence — discreet soundings with former advisors and leaders from competitor platforms. These conversations surface candid insight on leadership quality, where AUM is truly originated and managed, and how teams really work. Clients get decision-ready priorities — who to meet, why, and when — plus the message that will land. Not search or HR; a productised advisory service that enables precise targeting of the right people at the right moment, delivered by the right person.

I bring 20+ years’ experience supporting private-wealth managers globally, a network of 10,000+ professionals, and leadership roles at Korn Ferry International (Senior Partner, Global Wealth Management) and UBS Global Wealth Management (Co-Global Head of Talent Acquisition). I’ve led 300+ leadership mandates and advisory engagements and work worldwide with high EQ and social intelligence to turn insider perspective into actionable insight.