Dedicated external coverage of the Private Client Advisor market

ex UBS Wealth Management & Korn Ferry

The Problem

Senior client advisors often don't respond to in-house recruiter InMails (they tell me this). Market heads can't approach competitors, especially in small markets, without it getting awkward. Internal TA isn't always built for discreet, peer-level conversations with advisors who have build significant books of business but who aren't on job boards.

What I do

External Market Coverage

Discreet, sequenced conversations that turn a list of plausible names into a usable pipeline and clear next steps. Executives, market heads, desk leaders, advisors, and teams. You get a clear read on who's hireable, who's not, and what it would take — before your competitors find out.

Pre-Hire Due Diligence

Back-channel, off-the-record outreach to learn what you won't hear in a formal reference. For leaders and executives. For advisors and teams. The conversation your internal team can't have — and the reference the candidate won't provide.

How I work

Advisory fees only. No placement fees. No candidate ownership. I work for you, not candidates.

Background

  • Former Co-Global Head of Wealth Management Talent Acquisition, UBS

  • Former Senior Client Partner, Wealth Management, Korn Ferry.

  • Twenty years in UHNW/HNW hiring

  • London-based, coverage from Singapore to San Francisco.

  • Dual Irish-US Citizen.