Family Office, Wealth Platform & New Entrant Recruitment

Specialist executive search firm for single and multi-family offices, consolidated wealth management platforms and digital Wealth Management players.

The family office occupies a unique position within the Wealth Management ecosystem, sitting somewhere between private banking and the family office acting as the financial function of a wealthy family. The Family Officer coordinates the family's wealth as a whole, including investments, tax, succession, philanthropy and family governance.

Single-family offices often operate with highly senior teams of five to fifteen people, while multi-family offices deploy more structured models built around shared pools of expertise. In both cases, recruitment is rare and highly strategic, with strong requirements around loyalty, discretion and family culture that few generalist firms are equipped to assess.

Consolidated Wealth Management Platforms

The consolidation of the French Wealth Management advisory market has accelerated in recent years, driven by several national platforms, many of them backed by Private Equity funds.

Our searches in this segment cover senior management, business development and external growth leadership, internal M&A teams responsible for acquiring advisory firms, the management of affiliated independent wealth advisers, and the investment and wealth planning functions of these platforms. The professionalisation of the sector is regularly creating opportunities for profiles from traditional private banking who can help structure platform businesses.

Neo-Players & Wealthtech

Digital Wealth Management and long-term savings players have developed around several business models: robo-advisors, digital discretionary management, private markets investment marketplaces and hybrid advisory platforms combining human and digital services.
These businesses seek rare profiles combining a strong technology and product culture with genuine wealth management expertise. Our assignments cover senior management, Digital CIOs, Product and Growth leadership, and Compliance leaders responsible for establishing regulatory frameworks and engaging with the AMF and ACPR.
Building teams during the scale-up phase often requires multiple hires to be conducted in parallel, with a strong emphasis on team coherence — something that can only be achieved through close coordination with the CEO.

Positions We Cover

Managing Director and Deputy Managing Director of a Family Office
Generalist Family Officer and Senior Family Officer
Family Office Investment Director
Family Office Legal & Tax Director
Family Governance Coordinator and Family Office Secretary General
Managing Director and Business Development Director of a Wealth Management Platform
Head of External Growth and M&A – Wealth Management Platform
Head of Independent Wealth Adviser Network
Managing Director, CIO, CTO and Product Director of Digital Wealth Management players
Compliance Director, RCSI and Key Function Holders within neo-Wealth Management players

Our presence at the sector's leading events gives us an ongoing view of talent movements between traditional private banks, family offices, wealth management platforms and wealthtech — an increasingly fluid talent market where many of the most competitive Wealth Management hires are taking place.