Senior client advisors and teams who build genuine practices at the top end of the market tend to make only a few moves in a career. By the time a decision is made, it is usually the result of months or years of thinking, not a single conversation. The real question is which conversations are worth having and when.

I work with a select group of private wealth firms that are serious about growth: building new offices, hiring senior advisors and teams, expanding into priority markets, and, where appropriate, acquiring or integrating established practices. Their ownership models vary, from PE-backed and privately held to partnership-led and publicly listed. The common thread is that they are looking for people with real client relationships at the top end of the market, not production numbers in isolation.

I don't name clients publicly on here; that discretion is the condition on which serious firms engage me, and it works in both directions. What it means in practice is that a single confidential conversation with me covers several live builds at once, rather than one firm's current need.

I’ve spent twenty-five years in this market on both sides of the table, as Co-Global Head of Talent Acquisition for UBS Wealth Management and as Senior Client Partner at Korn Ferry, which has shaped how I work. I understand what genuinely portable looks like, where moves break down, and what a serious firm needs to see before it commits real capital to a hire.

That is also why the conversation is worth having before you are looking. An honest, current read on your own portability and on where the market is moving costs you thirty minutes and commits you to nothing. If and when the timing is ever right, you'll already know who to call.

If a quiet, informed conversation would be useful, you are welcome to reach out to me directly.