Alumni Intelligence is a discreet, targeted outreach to former advisors and leaders from your competitors — the people who have recently worked inside their platforms. Because they have first-hand experience of leadership, culture, and client dynamics, their perspectives provide unbranded, candid insight that cannot be found in résumés/CVs, spreadsheets of names, or public profiles.

These conversations reveal where leadership truly adds value, where AUM is actually originated and managed, and how the dynamics inside advisory teams really operate. The result is intelligence that is sharper, more selective, and more actionable than the unfocused recruiting that emerges when multiple firms call the same advisors in parallel.

Why It Matters

Wealth managers depend on two fundamentals: continuity of leadership and the stability and growth of client assets. Yet leadership transitions and advisor turnover can quietly unsettle clients, while the wrong appointment can accelerate attrition. Alumni Intelligence provides a forward-looking lens to anticipate these shifts and act with precision.

It highlights not only who is performing, but also who may be open to approaches — and what angle is most likely to resonate. That could mean surfacing push factors inside their current firm or identifying what, at your firm, would be most appealing to them.

What You Gain

• Leadership Continuity
  Identifies which leaders add real value, which act as player-coaches, and which simply add cost.

• Advisor Performance
  Shows who consistently originates new assets, who is coasting on inherited books, and who delivers the most complex UHNW solutions.

• Specialist Talent
  Highlights which wealth strategists, lending advisors, and investment advisors are central to client relationships — and who are most effective in helping win new prospective clients.

• Portability
  Identifies where relationships and teams are genuinely linked to client assets — and what combinations could trigger movement if one person departs.

The Difference

I am not a recruiter, and I do not approach individuals — except in rare, highly sensitive situations where a firm is preparing to transition a leader and must get discreetly ready. My role is to act as a strategy hub, providing the intelligence and clarity that enable your business to make its own highly targeted approaches with confidence.

This sharply reduces reliance on transactional recruiters who cold-call through endless lists of names and profiles in parallel with other firms — a model that is unfocused, easily recognised in the market, and in the UHNW space often frustrates advisors while quietly eroding a firm’s brand.

With Alumni Intelligence, you gain the insight to approach the right individuals, at the right moment, with the right angle — protecting client relationships while positioning your firm for continuity and growth. And when you move closer to a hire, I return to run discreet reputation checks alongside formal references, ensuring costly mistakes are avoided.