Sequenced, discreet outreach that converts a focus list into priority profiles, timing intelligence, and activation-ready candidates.

90-day market coverage, with the option to continue if ongoing support is useful.

• Fixed-fee advisory

• No success fees

• No candidate representation

Who this is for

For firms where controlled engagement and discretion materially improve hiring outcomes, including when:

• The market is small and outreach carries reputational risk

• You want quiet optionality before leadership engages directly

• Candidate discretion is a known sensitivity in your corridor

• You are evaluating not only individuals, but potential team moves

What this covers

Discreet coverage of UHNW/HNW hiring in the client advisory function through sequenced conversations that convert vetted prospects into priority profiles and clear next steps.

Primary focus: Client Advisors / Relationship Managers in fiduciary models.
When relevant, coverage extends to wealth planning, investment advisory, credit, and team leadership.

Timing intelligence is built in (bonus cycles, platform changes, personal catalysts) to align outreach with real decision windows.

How it works

1. Calibration — scope, must-haves, corridor, and disclosure approach

2. Alumni intelligence (where possible) — grounded perspective on team structures, emerging talent, and where relationship depth sits

3. Coverage outreach — discreet outreach to a client-approved list, sequenced to maximise reach and response quality

4. Introductions — qualified candidates who are willing to explore are introduced with context on what matters to them and how to engage effectively

5. Market Coverage Status Brief (Day 90) — a structured view of who is ready now, who to keep warm, who to monitor, and why

What you receive (Market Coverage Status Brief)

• Meet now — who is available and why they merit time now

• Maintain engagement / next window — who is open but timing-led; what would move them

• Monitor — credible profiles where a catalyst is needed

• Passed (not aligned) — why they passed and whether to revisit

• Non-responsive — when and how to re-approach next cycle

• Market positioning — how your platform is perceived and key competitive dynamics

Engagement options

Standard (remote)
90 days of discreet outreach conducted virtually, with introductions as candidates engage.

Premium (in-market week in Week 8/9)
Standard coverage plus one or more weeks on the ground to meet qualified advisors face-to-face where in-person engagement materially increases conversion.

Post-coverage support

Some firms take conversations in-house after Day 90. Others prefer continued support for follow-through, team discussions, or multi-stakeholder conversations (invoiced monthly).

Fees available upon request.