Track Record
Representative Track Record.
Track record is presented discreetly by sector, function and seniority to protect client confidentiality.
Representative Track Record
Confidential search coverage across financial services, specialist functions and senior appointments.
Our assignments are often relationship-led and confidential. The examples below are presented by sector, function and seniority to demonstrate coverage while protecting client and candidate confidentiality.
Investment banks and securities firms
- Legal and compliance searches covering regulatory compliance, AML, KYC, investment compliance, licensed representative support and governance-related roles.
- Finance and accounting hiring across financial control, regulatory reporting, product control, management reporting and finance operations.
- Operations and fund services mandates covering trade support, middle office, settlement, investment operations and operational risk-sensitive roles.
- Risk and internal audit searches across operational risk, internal audit, IT audit, controls testing and governance functions.
- Technology and transformation hiring across infrastructure, cybersecurity, application support, project management and system enhancement initiatives.
- Business development, institutional sales, client coverage and relationship management assignments for securities and investment-led platforms.
Asset managers, fund houses and family offices
- Head of Compliance, MLRO, legal counsel, investment compliance and governance searches for SFC-licensed and investment management platforms.
- Fund accounting, fund operations, middle office, NAV oversight, investment operations and investor services hiring across buy-side businesses.
- Finance, accounting, management reporting, expense control and finance transformation mandates for growing investment platforms.
- Investment, product, business development, institutional sales and distribution search assignments supporting growth and client coverage.
- Technology, data, infrastructure, application support and transformation hiring for investment operations and front-office workflow enhancement.
- Senior management office, executive assistant and business support hires for family offices and founder-led investment platforms.
Insurers and trustee platforms
- Finance and accounting hiring across reporting, financial control, management reporting, FP&A, operational finance and finance transformation.
- Risk, internal audit, compliance, governance and control-function mandates supporting regulated insurance and trustee operations.
- Operations, fund services, trustee administration, pension-related operations and investment operations support roles.
- Technology and transformation assignments covering IT audit, infrastructure, cybersecurity, project management, process improvement and system implementation.
- Senior management, business support and specialist advisory searches requiring both regulatory awareness and stakeholder management.
- Secondment, contracting and payroll support for transformation projects, interim coverage, maternity cover and urgent business-as-usual needs.
Government bodies, listed companies and NGOss
- Finance and accounting searches across financial reporting, management reporting, audit coordination, budget control and senior finance appointments.
- Legal, compliance, governance, company secretarial, risk and internal audit mandates for institutional and listed-company environments.
- Technology and transformation hiring covering project management, business analysis, process improvement, IT governance and digital transformation support.
- Senior management, board-related and confidential leadership assignments requiring discretion, stakeholder alignment and governance awareness.
- Professional advisory support across compliance, finance and technology-related workforce planning or organisational change.
- Contracting and payroll arrangements for project-based support, interim leadership and time-sensitive workforce requirements.
Technology and professional services firms
- Technology, cybersecurity, infrastructure, application support, cloud, data, IT governance and service delivery hiring.
- Transformation, change management, project management, business analysis and process improvement search coverage.
- Finance, operations, compliance, risk and business support hiring for firms serving financial services clients or scaling regulated-market capabilities.
- Professional advisory mandates across compliance, finance and technology where clients need market knowledge and project execution support.
- Senior management and specialist hiring for client-facing, regional or business-critical roles.
- Talent mapping and compensation insight for businesses building new functions or entering financial services-related markets.
Senior management and executive search
- C-suite, head of function, board-related and senior leadership searches across regulated, investment-led and institutional businesses.
- Confidential leadership replacement, new team build-out, succession-related and business-critical hiring assignments.
- Senior legal, compliance, risk, finance, operations, technology, transformation, investment and business development appointments.
- Market mapping, talent intelligence and shortlist advisory covering candidate motivation, compensation expectations and leadership fit.
- Offer-stage support, expectation management and confidential candidate engagement through resignation and onboarding.
- Relationship-led search process designed for sensitive mandates where trust, discretion and market access are essential.
Core functions covered
- Finance & Accounting
- Operations / Fund Services
- Legal & Compliance
- Risk & Internal Audit
- Investment and Business Development
- Technology & Transformation
- Senior Management / Executive Search
Mandate types supported
- Permanent recruitment
- Executive search
- Confidential replacement searches
- Market mapping and talent intelligence
- Secondment, contracting and payroll support
- Professional advisory across compliance, finance and technology
How we add value
- Access to both active and passive specialist talent communities.
- Practical understanding of financial services hiring requirements and market movement.
- Candidate positioning, interview preparation, shortlist rationale and offer-stage advice.
- Discreet handling of sensitive client and candidate conversations.
- Long-term relationship focus beyond a single search assignment.