Wealth Management
Our expertise spans investment and relationship-led roles where discretion, judgement, and continuity define success.
We partner with private banks, wealth managers, and family offices to appoint professionals who deliver high-quality advice, stewardship, and long-term value for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Wealth Management
Our expertise includes:
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Relationship Management
We recruit HNW and UHNW relationship managers and client advisors who combine interpersonal excellence with deep financial acumen.
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Investment and Portfolio Management
From discretionary portfolio managers to investment strategists, we place professionals who navigate sophisticated asset allocation and bespoke solutions for private clients.
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Investment Advisory and Product Specialists
We recruit across all asset classes – equities, fixed income, alternatives, and structured products – for firms serving discerning private wealth clients.
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Wealth and Tax Planning
We appoint the specialists who guide clients through estate planning, tax optimisation, and cross-border wealth structuring.
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Lending Specialists
From residential mortgages to complex lending solutions (including lombard lending and structured credit), we recruit professionals who serve the sophisticated borrowing needs of wealthy clients.
We focus on individuals who combine technical capability with the interpersonal judgement required to navigate complex financial lives, across generations.
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ESG and Stewardship
As responsible investment becomes central to asset management, we help firms build capabilities in ESG integration, engagement, and reporting. Every search is structured, research-driven, and rooted in a detailed understanding of the behaviours, capabilities, and cultural factors that determine success.
Deep understanding of evolving client expectations
Wealth Management is shaped by major life events, liquidity moments and the need for long-term stewardship. We bring detailed insight into how private clients’ needs evolve, how firms differentiate their offering and the capabilities required of advisers who support multi-generational wealth.
Building trusted advisory teams for the long term
Our approach emphasises cultural alignment, behavioural strengths and the ability to develop enduring relationships. We identify professionals who bring stability, discretion and the commercial acumen to help firms grow while maintaining the highest standards of client care.
Meet the Team
"We have partnered with Carpenter Farraday on a number of searches spanning geographies and seniority level across both client facing roles and senior investment positions. Carpenter Farraday have consistently delivered high quality candidates from their deep networks, and run smooth efficient search processes through to successful conclusion."
Who we work with
Speak to a member of our team
Wherever your market, our consultants are ready to support your search.
