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Investment Management & CIO Recruitment

Specialist executive search firm for CIOs, Portfolio Managers, Asset Allocation Heads and Product Heads in Wealth Management.

The CIO and investment teams define the investment philosophy and product offering of the private bank or family office. They represent the institution's investment signature and the promise made to clients. Haussmann Executive Search recruits across the full spectrum of Wealth Management investment functions, covering both listed and private markets in France, Luxembourg and Switzerland, drawing on talent pools from both institutional asset management and private wealth management.

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Chief Investment Officer: A Strategic Role

The CIO combines a macro and strategic perspective with responsibility for the investment architecture (advisory management, discretionary portfolio management, dedicated funds, rebalancing mandates and model portfolios), investment partner selection, and ownership of the investment philosophy before investment committees and clients.

The recruitment of a CIO hinges on their asset allocation philosophy, the depth of their track record, the clarity of the investment narrative presented to HNWI clients and their ability to articulate a vision to the management board or directors. Our consultants assess each candidate across these dimensions, supported by references from private bankers and clients who have worked directly with them.

Discretionary Management, Advisory Management & Private Markets

Wealth Management portfolio managers oversee mandates of widely varying sizes, with allocation strategies driven by each client's risk profile, investment horizon and tax situation. Discretionary management, advisory management and the selection of open-ended or dedicated funds are combined within open or guided architectures depending on the institution.

Private markets are playing an increasingly important role in wealth portfolios, across Private Equity, private debt, institutional real estate and infrastructure, with eligibility, liquidity and reporting considerations shaping a significant share of recent recruitment activity.

Positions We Cover

  • Chief Investment Officer and Deputy CIO
  • Head of Investment Management and Head of Portfolio Management
  • Discretionary Portfolio Manager, Advisory Portfolio Manager and UHNWI Dedicated Portfolio Manager
  • Head of Asset Allocation and Investment Strategist
  • Head of Fund Selection, Multi-Management and Fund of Funds
  • Head of Wealth Private Markets (Private Equity, Private Debt, Real Estate and Infrastructure)
  • Head of Structured Products and Investment Solutions
  • Head of Investment Offering and Product Manager
  • Private Credit Analyst and Wealth Equity Analyst
  • Head of Digital Discretionary Management