Executive Search

Case Studies

For further information on our Case Studies and a PDF copy of the PowerPoint Presentations, please contact our CEO Paul Quinn

Private Banking Team Migration in 2 Locations: Onshore & Offshore

Overview:

We helped our Private Banking Client hire a dynamic team of bankers, marketing assistants and 1 investment advisor. The team broke even at 12 months and exceed their business case of USD 3 bn in AuM and USD 33m in RoA after 3 years.

Investment & Product Management Group: Dream Team Build-Out

Overview:

Over the course of 3 years, we helped our Private Banking Client create a world-class franchise. We were fortunate to help them structure the team top-down, across the platform.

Restructuring & Building a Trust and Wealth Planning Business

Overview:

We helped our Client Restructure and Build its Trust Company and Wealth Planning business entities. Over the course of 24 months, we helped create the following two business divisions for our Private Banking Client