Financial Services

Expertise Industries Financial Services

The global financial services industry is confronted with more challenges than ever before. The competitive and regulatory landscape increases in complexity on an almost daily basis, and financial services companies - spanning asset managers, banks, broker/dealers, and insurance companies - are under pressure to comply.

We act as trusted advisors, partnering closely with clients. The Financial Services team is called upon to share views on the financial services industry landscape, and we regularly present at key conferences around the globe. We work across the industry spectrum with companies ranging from the largest global/multinational banks, insurance companies, and asset managers to emerging, expanding Fintech companies.

Client

SERVICES

Provide guidance to
global firms seeking to
enter new markets and
business channels

Identify (or Build out)
new teams
representing critical
new investment
product capability

Add new strategic
marketing capability
for evergreen scenarios

Advise clients through
succession planning
challenges

Navigate the nuances of
senior-level hires from
C-Suite to individual
contributors

SECTOR

EXPERTISE

Asset Management

FinTech

Insurance

Banking

FUNCTIONAL

EXPERTISE

Analyst
Chief Investment Officer
Client Service
Consultant Relations
Fund Management
Institutional Sales
Portfolio Manager / Management
Product Development / Management
Relationship Manager / Management
Research
Risk Management
Trader/Trading
Treasury

Navigating the North American Environmental, Social, Governance (ESG) Talent Landscape

- Paige Scott

Recruiting and Rewarding Talent: Results from the 2017 Global Fixed Income Institute Compensation & Best Practices Survey

- Paige Scott & Steven Unzicker

Strategies for Managing Talent in Alternate Distribution Space

- Paige Scott & Steven Unzicker

What are you Worth? Compensation Trends to Recruit and Retain Talent in the European Asset Management World

- Paige Scott & Steven Unzicker