CLIENT SERVICES

Our network is global, with strong representation across Canada, the US, and the UK

Asset & Wealth Management

Leadership in this pillar of Financial Services is more important than ever, with the largest transition of wealth underway to the next generation, increased speed and volatility in trading asset classes, decreased margins and increased regulatory requirements.

Our Asset & Wealth Management expertise spans the industry, from the CEO to the investment managers and the functional leaders, be they institutional or retail in client orientation. We are accustomed to working with organizations that are large, complex and bank owned, as well as major independents, boutiques and start ups.

Mandates we have conducted include:

  • Chief Executive Officer 

  • Business / Group Head 

  • C-Suite: Finance, Technology, Operations, HR, Marketing, Compliance, Risk 

  • Head of Institutional Client Relationships

  • Head of Advisor Management 

  • Head of National Accounts

  • Asset Class MDs and Portfolio Managers in Equities, Private Equity, Fixed Income

Banking & Payments

The competitive landscape of banking and the opportunities inherent in new payment systems have never been more pronounced. This dynamism must be balanced against the imperative of prudent risk management and effective compliance.

We have supported organizations large and small, from the top of the house to early executive positions, across products and functions.

  • Chief Executive Officer

  • Business / Group Head

  • C-Suite: Client Relationships, Finance, Technology, Operations, HR, Marketing, Compliance, Risk

  • Senior Leadership: Channel, Product, Strategy, Territory, Compliance, Function

Family Office

As the saying goes, once you’ve seen one Family Office, you’ve seen one Family Office.

We are particularly passionate about this work. Sustaining or creating a Family Office is about legacy. We accept the unique role we can play in contributing to the executive leadership that will prepare the next generation for their responsibilities and have an impact on communities and causes that need attention, all while operating a smooth, organized, compliant accounting and reporting structure that is appropriately aligned to Office governance protocols, risk appetite and interest in new investment opportunities.

Typical mandates include:

  • President / Executive Managing Director

  • Chief Investment Officer

Insurance & Brokerage

Insurance. The cornerstone of our commercial frameworks and economies. The heart of risk management. We have worked with insurers, reinsurers, specialist providers and commercial brokerage.

How are you planning to stay ahead of the competition in an industry ripe for disruption?

Our past mandates include:

  • Chief Executive Officer

  • Business / Group Head

  • C-Suite: Client Relationships, Finance, Technology, Operations, HR, Marketing, Compliance, Risk

  • Chief Actuary

  • Senior Leadership: Sector, Territory, Strategy, Product, Function