Mandate Definition and Candidate Specification

Every search begins with a precisely written specification covering scope, reporting lines, regulatory context, and the leadership qualities the appointment demands, so the profile of the ideal candidate is agreed before any approach is made. This document also records what the organization will not compromise on, which prevents the shortlist from drifting as the search progresses.

Market Mapping and Talent Research

Our consultants deliver a mapped view of the relevant talent pool across banking, asset management, insurance, and fintech, built on an established financial services network. The map itself is a deliverable: it shows the client where the profile exists, where it is scarce, and what that means for compensation and timing.

Assessed and Qualified Shortlist

Clients receive a focused shortlist of candidates evaluated for technical depth, leadership style, regulatory standing, and genuine motivation. Each candidate is presented with a written report that explains the assessment behind the recommendation, not simply a career history.

Offer, Referencing, and Transition Support

The engagement concludes only when the appointed officer is in place and the transition is progressing as intended. Referencing, counteroffer management, and early onboarding support are treated as part of the mandate rather than as courtesies after it.

Portfolio Company Hiring

Sales, trading, structuring, research and middle office roles across equities, fixed income, FX and derivatives.

U.S. Market Entry Hiring

Underwriters, actuaries, claims specialists, broking professionals and insurance operations leaders.