hanover search group - wealth management

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WEALTH MANAGEMENT • About Us • C-Suite & Directors Investment Management & Research • Distribution • Marketing • Operations • Compliance Financial Planning & Employee Benefits • Technology

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Page 1: Hanover Search Group - Wealth Management

WEALTH MANAGEMENT

• About Us• C-Suite & Directors• Investment Management & Research• Distribution• Marketing• Operations• Compliance• Financial Planning & Employee Benefits• Technology

Page 2: Hanover Search Group - Wealth Management

Hanover Search Group is a Global Executive Search Specialist founded in 1996. With over 40 employees and offices worldwide, we bring a dedicated and discreet service to our clients in the Insurance, Asset and Wealth Management fields.

London New York Johannesburg Cape Town

Page 3: Hanover Search Group - Wealth Management

Hanover Search Group have a 19-year track record operating within Wealth Management at C-Suite and Board level. With a broad & informed market outlook and unrivalled access to CEO & leadership teams our dedicated Private Client Investment Management team has the knowledge and expertise to deliver on your senior assignments.

With UK Wealth Management brimming both with opportunity and challenges, having the right leadership team in place has never been more critical. As the market forges ahead with its evolution and periphery markets also in flux, strategic evaluation is commonplace and exceptional leadership in demand.

Our research-led process is tried and tested and our success rate unrivalled. From CEO’s to Managing Directors our specialist Partner’s can deliver these assignments with expertise and discretion.

Our team has a truly unique and niche focus and a dedicated approach and commitment to UK Wealth Management and specifically UK Private Client Investment Management.

WEALTH MANAGEMENT

Chief Executive OfficerInvestment Manager

Managing DirectorNational Discretionary Investment Manager

Director - Main Board Discretionary Investment Manager

Chief Investment OfficerDiscretionary Managers

Chief Operating OfficerDiscretionary Managers

Head of London / Regional OfficesDiscretionary Investment Manager

Finance DirectorInvestment Manager

C-Suite & Directors

Recently Completed Mandates

Page 4: Hanover Search Group - Wealth Management

The Wealth Management arena has seen unprecedented change in the last 5 years. Compliance requirements have strengthened, investment processes have centralised and propositions evolved. These factors, in addition to the changing needs of intermediaries and technological innovations have changed the face of the market forever and continue to pose significant strategic and recruitment challenges to the sector.

To help our clients to meet these challenges, Hanover Search Group have a dedicated Private Client Investment Management team that works closely with Discretionary Investment Managers from the large nationals to boutiques.

With over 18 years’ experience engaging with this market, our highly specialised team has detailed sector knowledge and expertise. We regularly execute searches for Chief Investment Officers, Heads of Investment Management, Discretionary Investment Managers, Heads of Research and Equity & Fund Analysts. We would welcome the opportunity to demonstrate our extensive knowledge and experience to interested clients and candidates alike.

WEALTH MANAGEMENT

Chief Investment OfficerDiscretionary Investment Managers

Executive Director, Portfolio Management Global Private Bank

Investment DirectorBoutique Private Bank

Private Client Investment ManagersDiscretionary Investment Managers

Head of ResearchMajor Discretionary Managers

Fund Analysts, Quant & QualitativeDiscretionary Investment Managers

Equity AnalystsDiscretionary Managers

Investment Management & Research

Recently Completed Mandates

Page 5: Hanover Search Group - Wealth Management

The FCA’s implementation of the Retail Distribution Review has brought significant change to the Wealth Management sector, not least in distribution. With a brighter spotlight on process and due diligence, many IFAs are now choosing to outsource their investment management requirements to specialist investment firms. The competition for outsourced assets is fierce and the rewards are great.

As a result many Discretionary Investment Management firms have developed significant teams of Business Development Specialists nationwide in order to attract market share.

The Wealth Management team at Hanover has been instrumental in helping investment businesses large and small capitalise on the opportunities available to them. With an excellent understanding of ever developing propositions and strategies and a very detailed mapping of the sector nationwide we can work very effectively with clients seeking a competitive advantage.

WEALTH MANAGEMENT

Business Development DirectorsDiscretionary Investment Managers

Head of Intermediary RelationshipsDiscretionary Investment Managers

Head of IFA SalesBoutique Discretionary Managers

Head of Nationals & NetworksDiscretionary Investment Managers

London Business Development ManagerDiscretionary Investment Managers

Distribution

Recently Completed Mandates

Regional Business Development Manager Discretionary Investment Managers

Page 6: Hanover Search Group - Wealth Management

The Asset Management team at Hanover Search Group concentrates on three core areas: traditional asset management, alternative asset management and wealth management.

We have executed search and selection projects in the UK, wider Europe and the USA. We have a client book that encompasses global asset managers through to boutique start-ups. Our team has extensive expertise in recruiting mid-to-senior level roles, with completed mandates covering Global Marketing Directors, Client Portfolio Managers and mid-level Managers.

The team at Hanover Search Group has had particular success in completing demanding mandates in channel marketing, brand, public relations, digital, market and product research, content strategy and thought leadership, In addition we have experience in product development and product specialist assignments.

Global Head of Marketing International Asset Manager

European Channel Marketing Manager International Asset Manager

Fixed Income Product Specialist Global Asset Manager

Equity Product Specialist Global Asset Manager

Head of Digital Global Asset Manager

Head of Thought Leadership Global Asset Manager

Recently Completed Mandates

WEALTH MANAGEMENT

Marketing

Product and Market Research UK Asset Manager

Head of Advertising & Sponsorship International Asset Manager

Page 7: Hanover Search Group - Wealth Management

The Financial Services sector is increasingly globalised and the market place is evolving. Hanover Search Group understand how these market changes are changing the career landscape across the sector. We help clients get ahead of the curve, and gain a crucial edge in executing successful executive search projects.

We have been relied upon to build-out and develop the Operations departments of many leading Financial Services organisations. Our market reach has enabled us to place influential personnel into a variety of senior roles including: Chief Operating Officers and their Deputy’s, Heads of Middle & Back Offices, Performance Monitoring and Heads of specialist Back Office teams such as Settlements and Dividends.

The Hanover Search Group offers 18 years experience in placing industry leaders across the Wealth Management sector. Our status as a search leader is founded on an ability to provide targeted advice and solutions that match quality individuals to quality clients.

WEALTH MANAGEMENT

Chief Operating OfficerWealth Managers

Deputy Chief Operating OfficerFund Manager / Multi-Family Offices

Director of OperationsDiscretionary Investment Managers

Head of Middle OfficeDiscretionary Investment Managers

Head of Performance MeasurementInternational Private Client Managers

Head of Investment OperationsTop 5 Life & Pension Group

Operations

Recently Completed Mandates

Head of Back Office DeliveryMajor Platform

Page 8: Hanover Search Group - Wealth Management

Increased focus on effective management of business governance has seen compliance grow in influence throughout the Wealth Management industry.

In order to comply with regulatory demands from Brussels and the FCA, the need to hire skilled individuals and teams specialising in Compliance has grown exponentially. Additionally, organisations struggle to find experienced personnel to meet their needs.

Hanover Search Group’s experienced Compliance team has an excellent track record specialising in mid to senior level search assignments.

We regularly source Compliance Officers (CF10), Senior Compliance Managers and Regulatory Policy experts, in addition to other specialised roles such as CF10a positions. With an extensive network of compliance staff active in the marketplace, our team is well positioned to assist.

WEALTH MANAGEMENT

Compliance Officer (CF10/CF11)Discretionary Investment Managers

Head of Regulatory PolicyDiscretionary Investment Managers

Senior Compliance ManagerNational Investment Managers

Compliance ManagerDiscretionary Investment Managers

Compliance Monitoring ManagerDiscretionary Investment Managers

Compliance

Recently Completed Mandates

Head of Compliance OperationsMajor IFA Network

Page 9: Hanover Search Group - Wealth Management

The Financial Planning sector has evolved significantly following the introduction of the Retail Distribution Review. Service propositions have developed and charging structures realigned as leadership teams seek to capitalise on new opportunities.

The change in landscape, increased confidence and an appetite to hire have exposed an extreme skills shortage for experienced financial planning specialists. As businesses struggle to recruit quality individuals the number of firms adopting a more professional recruitment process has significantly increased.

The Hanover Search Group has a dedicated Financial Planning Search team specialising in Senior Management through to Paraplanners. The team have a strong understanding of specialist areas such as Employee Benefits & Auto-Enrolment and can provide insightful market intelligence in addition to a robust and proven process. All of which are key contributors to our excellent track record of delivery.

Head of Financial Planning Global Wealth Management Group

Chartered Financial PlannerAccountancy Practice

Head of Financial Planning ResearchFTSE 250 Wealth Manager

Senior ParaplannerTop 20 Accountancy Practice

Head of Auto EnrolmentMajor Advisory Network

Client Relationship ManagerEmployee Benefits Consultancy

Recently Completed Mandates

WEALTH MANAGEMENT

Financial Planning & Employee Benefits

Senior Private Client AdviserBoutique Regional IFA

Page 10: Hanover Search Group - Wealth Management

With extensive knowledge of Investment and Wealth Management Technology, we provide an unparalleled selection of industry specialists for hires driven by specific projects including Risk, Regulatory, Reporting, Data Management, Digital Transformation and Third Party Vendor Systems as well as business-as-usual demands.

The industry’s emerging reliance on innovative technology advances, particularly in the Digital and Mobile space, to expand distribution channels and brand awareness has seen a recent increase in Technology spend to stay ahead of the competition. Hanover has a strong network of specialists within this field.

We have a distinguished record of success within the Private Client Investment Management sector – recently completed retained search mandates for “Head of IT” and “Director of Change” have seen the Technology practice extensively map the very top level of the UK Investment Management Technology industry. This has in turn led to more hands-on technical hires covering Development, Project Management, Business Analysis, Support and Infrastructure disciplines on both a permanent and contract basis.

Head of IT Discretionary Investment Manager

Head of ITPrivate Client Investment Manager

Head of ApplicationsPrivate Bank

IT Project Team (6 hires, PM & BA)Private Bank

Recently Completed Mandates

WEALTH MANAGEMENT

Technology

Director of ChangeMajor Asset Manager

Business Analysis Manager, Investment DataMajor Asset Manager

Page 11: Hanover Search Group - Wealth Management

Andrew BaylissPartner

As a Partner, Andrew is responsible for leading the Private Client Investment Management practice. With over a decade of experience in executive search, Andrew specialises in C-Suite & Senior Management, Discretionary Investment Management & Research, Distribution, Compliance and Operations. Recent assignments include CEO, Managing Director, Chief Investment Officer and Head of Investment Management. Andrew also has demonstrable experience across Asset Management & Alternative Investment Management including EIS, VCT and Private Equity. T. +44 (0)207 246 3536M. +44 (0)7980 640 476E. [email protected]

Contact Details

Head Office:

1 King StreetLondonEC2V 8AU

T. +44 (0)207 248 2244E. [email protected]. www.hanoversearch.com