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Adobestock 101858117 Adobestock 101858117

Interim asset, investment & wealth management consultants

Leadership & talent solutions for better business outcomes

The asset, investment and wealth management sector is facing more financial regulatory pressures than ever before. There’s a renewed focus on culture, aggressive cost control and operational efficiency programmes, as well as the ever-evolving technological advancements and a more sophisticated client base.  

Read our report on the FCA’s regulatory lens on diversity and inclusion in the financial services sector. 

More and more businesses recognise the value of an effective blend of permanent executives, interim managers and an agile talent workforce to enable business success.The need for effective and high-quality executive leadership coupled with access to quality interim managers who can expertly deliver results and change has never been higher. We can connect you with experienced professionals ready to make their mark.

Helping you accelerate performance

Clients come to us because we bring insight and an understanding of both our market and other sectors with the dynamics of what is happening and its impact on organisations.  

We have deep market knowledge, connectivity and alignment of services for the following core markets: 

  • Asset managers  
  • Investment management  
  • Global wealth management  
  • Boutique wealth management  
  • Family offices  
  • Hedge funds  
  • Fintech 

Our experience

Our buy-side team has extensive experience in providing executive search and interim management solutions across the asset management, wealth management, investment and advisory industries in the following areas: 

  • Regulatory change, compliance and reporting 
  • Business operating models and redesign 
  • Mergers and acquisitions – pre- and post-integration 
  • Digital and technology-enabled transformation
  • Big data and cyber security
  • Distribution remodelling  

Typical assignments

  • Board and leadership
  • Digital, change and transformation
  • Commercial 
  • Finance 
  • Human resources  
  • Information technology
  • Marketing and sales
  • Operations 
  • Programme management 
  • Risk, governance and compliance 

Key benefits of interim managers

  • Cost-effective onboarding of expertise to support business transformation, programme management and change 
  • Hiring of expertise or on a project basis to help businesses respond to regulatory change  
  • Expertise to support development and launch of new business operating models and redesign 
  • Skilled expertise and leadership to support in successful delivery of a merger or acquisition – pre and post-integration
  • Leadership and programme management for big data, cyber security, digital and technology-enabled transformation 

Get ready for IR35

With changes to the IR35 legislation hitting the private sector in April 2021, now is the time to ensure you're fully prepared so that the changes are implemented smoothly. Learn more about our IR35 compliance managed service.

Other services

  • Board effectiveness review 
  • Leadership assessment 
  • Executive coaching  
  • Succession planning 
  • Project recruitment 

Meet the team

Andrew McIntee


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Jack Payne


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Ready to realise tomorrow's potential, today?

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