Who I work with

Global and regional heads of Wealth Management, COOs, chiefs of staff, and market leaders at private-wealth managers — including PLCs; PE-, family- or SWF-owned/backed firms; private partnerships; multi-family offices; and single-region IAMs/EAMs/RIAs.

How I work

Step 1 — Define the scope
We agree the brief: which competitors to examine and at what level — full national/global market, a specific city, or an offshore/international corridor. We also confirm sensitivities and compliance guardrails.

Step 2 — Verify alumni coverage
I confirm whether credible alumni exist for each chosen competitor. Without naming individuals, I outline the profile and flavour of the alumni I’ll target for soundings. Once aligned, I proceed with discreet outreach for insight interviews only (not headhunting).

Step 3 — Conduct alumni soundings
I hold conversations with willing alumni to develop decision-grade insight on: a firm’s client-advisory leadership; who the strongest asset raisers and relationship managers are; which client-facing product & solutions specialists truly move outcomes; and any other factors that enable precision outreach and networking (team dynamics, compensation model insights, platform strengths and weaknesses).

Step 4 — Deliver insight at your cadence
You choose the rhythm: a single report at the end, weekly or fortnightly summaries, or rolling notes as calls conclude. The deliverable distils who to meet, why, and when — plus messaging angles that resonate.

Step 5 — Your targeted outreach
The firm conducts its own approaches and networking to priority individuals — e.g., for open roles and succession planning — using the priorities, timing cues, and messaging from the brief.

Step 6 — Offer-stage diligence (optional)
As you near an offer, I return to run discreet reputation checks (formal and informal) to mitigate a costly appointment and confirm the judgement call.

Scope & Limits

• This is not executive search.

• This is not an HR product/service.

• There is no mass outreach or cold-calling advisors.

• I do not approach individuals on a firm’s behalf for hiring; my outreach is solely for insight soundings.

Result

A client’s team is enabled to execute precise targeting of the right people, with the right message, at the right time — delivered by the right leader at a firm. I act as the outreach strategist; the firm does the networking with previously unsurfaced talent.