Wealth Management
Our Wealth Management Division works for a range of UK and international private banks, investment managers and wealth management boutiques.

Our areas of expertise include:

  • • Portfolio management
  • • Investment advisory
  • • Product specialists – all asset classes
  • • Investment research – all asset classes
  • • Investment strategy and asset allocation
  • • HNW & UHNW relationship management
  • • Mortgages and specialist lending
  • • Wealth and tax planning
Members of the team
Emma Dwane
Senior Researcher, Wealth Management
Gavin O'Donoghue
Director, Head of Wealth & Asset Management
Tom Upson
Director, Head of Wealth Management
Jamie Wardle
Senior Consultant, Wealth Management
Anna Moorhouse
Researcher, Wealth Management
Rachel Symons
Consultant, Wealth Management
We work with
“Tom’s not only an excellent recruiter but also a great networker – he’ll go above and beyond his requirements to help enhance your business if he feels he can add value.”
Alpa Bhakta, CEO at Butterfield Group
Other areas of expertise
See all expertise
Can we help you?
We find candidates who share our clients’ values because they're the ones who fit in most quickly and easily and have the most positive long-term impact. So whether we can help you hire your perfect new team member, or join a business you can really commit to, let’s talk.