Confidential Inquiries and Senior Hiring Coverage for Family Offices & Wealth Managers.
Twenty-five years at the senior end of wealth management and private capital—including Co-Global Head of Strategic Hiring at UBS Wealth Management and Senior Client Partner at Korn Ferry. Now operating independently from London across English-language markets globally.
Two areas of work:
Confidential Inquiry—back-channel reference and due diligence work for family offices, sponsors, and institutional investors. Before you commit capital, make an appointment, or inherit a management team after close.
Non-attributed. Sector-agnostic.
Senior Hiring Coverage—discreet pipeline development for private banks, wealth managers, and family offices. Client advisors, market heads, portable teams, and wealth strategy roles.
Fee-based advisory, not contingent search.
