How you can work with us
Executive search built for private banking
We work with a select number of clients on senior mandates — as a retained partner or through an ongoing rolling engagement.
Rolling retainer
Ongoing search partnership for building high-performing private banking teams over time
Our rolling retainer model is designed for banks undertaking team build-outs, market expansion or sustained hiring across multiple roles.
Rather than treating each hire as a separate search, we act as a long-term search partner, providing continuous access to senior private banking talent and high-calibre candidates.
When to use a rolling retainer:
What you can expect:
Example outcome
Global pure-play private bank — MENA expansion
A global pure-play private bank retained us to support the expansion of its Middle East and North Africa divisions across London, Zurich, Geneva and Dubai. Over the course of the mandate, we identified and engaged senior private bankers with self-generated client books across MENA markets, delivering a series of high-impact hires.
- 8 senior private bankers placed.
- Hires across multiple international locations.
- Each individual brought a transferable client book, supporting revenue generation within the first year.
This model enables banks to scale, strengthen and evolve senior teams efficiently, without repeatedly restarting the search process.
Retained search
Focused search for critical senior hires where the right individual is essential
Our retained search model is designed for high-impact, business-critical roles, where securing the right individual is essential.
We partner closely with clients on single senior mandates, typically where the hire is strategic, confidential, or requires access to individuals not actively on the market.
When to use retained search:
What you can expect:
Example outcome
Multi-billionaire family office — Managing Partner appointment
A multi-billionaire family office in the Middle East retained us to appoint a Managing Partner to develop a new strategy and grow their investment management business across the Middle East, London, Switzerland, and the US.
Through a targeted global search, we identified senior professionals from asset management, private banking, and investment management with the experience, network, and entrepreneurial drive to deliver this transformative mandate.
- Shortlist presented: 5 highly qualified candidates.
- Hire successfully made: 1 Managing Partner.
- Impact: Positioned the firm as a leading boutique platform able to execute its global growth strategy.
