People intelligence and senior advisor placement for family offices, principal investors, and private wealth professionals.
Twenty-five years at the senior end of this market, including Co-Global Head of Talent Acquisition at UBS Wealth Management and Senior Client Partner at Korn Ferry. Operating independently from London.
Two areas of work.
People Intelligence. Source-level inquiry work conducted at peer level. Non-attributed and discreet. Relevant before a senior hire, a leadership appointment, a significant investment, or where the people question is the one a financial model cannot answer.
Senior Advisor Placement. Discreet coverage at the senior end of private wealth. Client advisors with genuine books, portable teams, and practice owners considering their next move or an outright acquisition.
