Assignments

A representative selection of our completed assignments.

Private Wealth Management

Private Wealth Management Firm Chief Investment Officer London
Global Investment Management Group Private Client Portfolio Director London
Independent Asset Management Group Private Client Regional Director Chester
Scottish Legal Firm Head of Investment Edinburgh
UK Investment Management Group Private Client Marketing Manager London
Global Investment Management Group Head of Charity Fund Marketing London
Global Wealth Management Group Charity Fund Manager London
Global Professional Services Firm Director Family Office/UHNW Private Client Tax London
Private Wealth Management Firm Director of Wealth Management London
Independent Investment Advisory Firm Head of Investment Management London
UK Wealth Management Firm Fund and Stock Selection Manager London
Independent Wealth Management Firm Business Management Director London
Independent Global Multi Family Office Private Client Lawyer London

Private Banking

Private Bank Deputy Chairman, Fiduciary Services Guernsey
International Banking Group Senior Private Banker London
International Private Bank Private Banker Paris
International Private Bank Senior Private Banker Muscat
International Private Banking Group Private Banker London
Private Bank Investment Manager Edinburgh
Private Bank Senior Private Bankers Manchester
International Private Bank Scandinavian UHNW Private Banker London
International Private Bank Senior Private Banker Edinburgh

Global Custody and Third Party Administration

Global Custodian Head of Client Services London
Global Third Party Administrator Product Development Director Brentwood
UK Banking Group Head of Custody and Settlements Edinburgh
Global Third Party Administrator Senior Client Relationship Manager Basildon

Investment Management

European Investment Management Group Fund of Funds Team London
Global Investment Management Group Head of Performance Measurement London
UK Investment Management Group Global Equity Investment Director London
UK Investment Management Group Head of Quantitative Analysis Edinburgh
International Financial Services Company Portfolio Strategist London
International Investment Management Group Risk Manager Edinburgh
International Insurance Company Global Fixed Income Fund Manager London
International Investment Firm European Institutional Sales Manager London
International Investment Management Group Head of Latin American Investment Edinburgh
Investment Management Company Deputy Chief Investment Officer London
UK Investment Management Firm Discretionary Sales Manager London
Independent Investment Management Group Senior European Investment Manager Edinburgh
Global Investment Management Group Strategy Consultant London
International Investment Management Group Segregated Pension Fund Director Edinburgh
Global Investment Management Group Marketing Manager London
European Investment Management Group Head of Fixed Income Investment London
Independent Investment Management Group North American Investment Manager Edinburgh
Investment Management Firm UK REIT Investment Manager London
Independent Investment Management Group Emerging Markets Investment Manager Edinburgh
International Financial Services Group Institutional Sales Manager London
UK Investment Management Group Head of UK Equities Glasgow
Investment Management Firm Clean Energy Investment Manager London



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