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Our services for the wealth management industry

The rapidly changing landscape of the Wealth Management industry requires to build new capabilities.


Generational change and corresponding changes in the expectations of clients, new technologies and consolidation in the sector, makes the demand for top-level talent more acute.


We work for some of the larger institutions in the sector. We have helped them up-skill their marketing and communications teams, to be able to address the challenges they are facing. We work closely with our clients to help them recruit the right level executives at Director and VP level.


The key to our success is that we understand these functions deeply cross-industry, and that we are better able to benchmark and target the right candidates so that we deliver our executive search projects faster.


We serve our clients for the following functions:

Functions

  • Communications
  • Marketing
  • Strategy
  • Digital
  • HR

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Managing Partner
Zurich