Building Connections
Connecting your business with exceptional candidates
We offer a client-led headhunting approach that attracts the best talent to your organisation.
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Market-leading Success Rates
Success in Retained Solutions
Candidate retention since 2020
Our Functions
Financial Planning

With a deep understanding of the Financial Planning landscape, we are the market leaders in supporting scaling advice-lead businesses as they evolve and navigate through the growth cycle. We partner with the best founder lead firms, PE backed businesses moving towards a vertically integrated model as well as the largest and most reputed advice teams within national DFMs, Professional Practices and Asset Managers.

Our expertise:

  • Leadership, Executive and SMF designate appointments.
  • Senior-to-Mid level Management across all functions.
  • HNW & UHNW Financial Planners.
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Investment Management

Our extensive network and deep comprehension of this complex sector has gained Signia a reputation for excellence. Our expertise has allowed us to grasp the nuanced demands and challenges, enabling us to forge meaningful partnerships with the leading and most highly regarded Investment Houses, Private Banks, and Multi-Family-Offices, we can boast a deep-rooted history of making high value appointments across all functions.

Our expertise:

  • Leadership, Executive and SMF designate appointments.
  • Fund Management & Portfolio Construction.
  • HNW & UHNW Private Client Investment Managers.
  • Intermediated IMs & Business Development functions.
  • Research and Analysis.
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Private Equity

Despite macro factors leading to tougher trading conditions, the UK Wealth Management market remains an attractive proposition to institutional investors looking to capitalise on the consolidation opportunities within this highly fragmented market.

With a vast network across all facets of the transaction (buy-side and sell-side), we can connect you to the right people that can get the deal done and unlock significant value.

Our expertise:

  • Market Intelligence.
  • Talent Benchmarking.
  • Executive Search & Board Augmentation.
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Compliance, Risk & Governance

In the stringently regulated arena of advice, the importance for any Wealth Manager of having top-tier risk and compliance specialists cannot be understated. These experts are not just necessary to ensure strict compliance with multifaceted regulations, but they also establish a transparent, efficient framework for advisors, safeguarding client interests and facilitating great client outcomes.

Our Expertise:

  • Leadership & Executive appointment.
  • SMF 16 & SMF 17.
  • Senior-to-Mid level Management (CASS, AML, COBs, PROD).
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We support Fintechs at the periphery of the Wealth Management landscape driving innovation and challenging the status quo with non-technical appointments.

Our expertise:

  • Leadership and Ex-Co appointments such as CFO, COO & CCO.
  • Distribution: Sales Director and Business Development Director/Manager.
  • Market Intelligence.
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Wealth Management today is a global business. We partner with leading Trust and Corporate Services institutions, Multi-Family-Offices, Private Banks and specialist boutiques that support international families and corporations.

Our expertise:

  • Leadership and Executive Appointments (UK & The Crown Dependencies, EMEA).
  • Senior-to-Mid level Management across all functions (UK & The Crown Dependencies, EMEA).
  • Private Client Relationship Managers, typically CTA or TEP qualified.
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Building Lasting Partnerships

Immersing ourselves in your organisation and uncovering your unique aspirations

Helping leading
companies in our sector
Success Stories
Discover the results of personal partnerships with exceptional leaders.
Executive Talent Uncovered: Rathbones’ Investment Director Case Study
Scaling Advice Firm Appoints Finance Director
Unearthing Excellence: 7IM’s Search for a Regional Managing Director
Equilibrium’s Success in recruiting a Managing Partner
Optimising Superbia’s Operations: A COO Case Study
Helping leading
companies in our sector
Exceptional Talent, Introduction, Management
Maximise Your Leadership ROI
Industry Insight
People Moves: Crown Dependencies Q1 2024
Your Reading List for 2024: Insights from Our Podcast Guests
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An Executives Guide: Navigating the First 90 days

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Executives in Wealth Management

Gain access to the minds and makeup of the most successful leaders in wealth management. This podcast offers you a host of insights and ideas to implement into your career.

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