Expertise Wealth Management

Cabinet de recrutement spécialisé en gestion privée : banquiers privés, ingénieurs patrimoniaux, family officers.
Haussmann Executive Search – Private Wealth Management

Private Banking & Wealth Management Recruitment

From private banks belonging to major banking groups and pure-play private banks to single and multi-family offices and wealth management advisory platforms, Haussmann Executive Search recruits across the French-speaking wealth management ecosystem. We support senior management teams and executive committees, hunter and farmer private bankers, wealth planners, CIOs and portfolio managers, family officers and regulated support functions. Our geographical coverage spans France, Luxembourg and Switzerland — three distinct markets whose career paths are often closely interconnected.

Wealth Management is a sector in which each sub-function has its own talent pool, compensation structures and assessment criteria. A hunter responsible for winning new assets, a farmer focused on retaining an established client base and a wealth planner specialising in international wealth transfer cannot be recruited in the same way. Our specialisation enables us to define each assignment as precisely as possible around the role being targeted.

Why Choose a Specialist Wealth Management Executive Search Firm?

Recruiting a senior private banker requires an understanding of the structure of their client portfolio, their reliance on key relationships, their network of referral partners and their genuine ability to transfer a significant share of their book of business. Identifying a CIO requires assessing their asset allocation philosophy, the depth of their track record and their ability to articulate and defend an investment philosophy before an investment committee. These assessments cannot be improvised or effectively conducted by a generalist firm.

Our Wealth Management consultants define each position upfront with the client, support each assignment with a compensation benchmark covering fixed pay, variable compensation, deferred compensation and non-solicitation clauses, and map the entire talent pool within the targeted sub-segment. Direct search is essential in a market where the mobility of top private bankers is prepared six to twelve months in advance and where key clients themselves implicitly influence the decision.

All Wealth Management Business Models

The European French-speaking Wealth Management market brings together a range of business models, all of which we support. Our coverage includes:

Nous couvrons :

  • Private banks belonging to major banking groups, serving affluent to HNWI segments with the support of retail banking networks
  • Pure-play private banks, French and international, focused on HNWI and UHNWI clients
  • Single-family offices serving one family and its wealth
  • Multi-family offices serving several client families
  • Consolidated wealth management advisory platforms, several of them backed by Private Equity funds
  • Digital Wealth Management and long-term savings platforms
  • Private Wealth Management divisions within insurance groups and social protection institutions
  • Wealth advisory firms and capital structuring specialists

 

The Firm's Areas of Practice

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Private Banking Leadership & Executive Committee Recruitment

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Private Banker & Desk Leadership Recruitment

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Wealth Planning & Specialist Expertise Recruitment

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Investment Management & CIO Recruitment

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Family Office, Wealth Platform & New Entrant Recruitment