Areas of Expertise
The bulk of our expertise lies in recruiting senior executives within the asset and wealth management market across business management, investment management and distribution functions. We have also established a reputation for the execution of sizeable team moves and the introduction of acquisition opportunities.
The asset and wealth management landscape has changed beyond recognition since we established Valentine Thomas & Partners. From our beginnings in 2004, with a handful of mainstream investment clients, our business model has evolved to cover the changing spectrum of client demands, transitioning from traditional to esoteric asset classes, from generalist to specialist distribution, from SRI to impact investment. Diversity and inclusion underpins all our advisory work and shapes every aspect of our research methodology.
Our clients have changed too, and we increasingly represent a diverse span of Investment Management, Private Markets, Real Assets, Investment Consultants, Endowments, Family Offices, Pension Funds, Wealth Managers, Hedge Funds, Sustainable Specialists and other Service providers.
Leadership
Valentine Thomas & Partners has been fortunate to advise on a number of Chief Executive Officer and Chief Investment Officers for a range of Asset and Wealth Management Clients. In addition, we have completed board and chair positions and built out the C-suite positions for a number of our clients, particular roles include the Head of Sales, Chief Operating Officer and Chief Technology Officer.
Investment Management
Equities
Within Equities, Valentine Thomas and Partners has conducted searches across all global and regional areas, incorporating the full spectrum of investment styles, from deep value to extreme growth. We have moved a number of investment teams in this area.
Fixed Income
Within bond markets, we have worked across a broad range of investment styles and segments of the Fixed Income universe, including emerging markets debt, corporate credit, investment grade, sovereign bonds, and loans.
Multi Asset & Solutions
We cover all areas of multi asset from investment leaders through to quantitative strategists. Recent work has included Head of Multi Asset, Head of Manager Research, Head of Asset Allocation, and Macro Strategist.
Private Markets
As specialists across Private Markets, we have worked with a range of alternative firms, traditional asset managers and asset owners to build out their private markets capabilities. We work with clients on investment strategies spanning the liquidity and risk-return spectrum, hiring professionals across the investment lifecycle spanning origination, transactions, portfolio management and investor relations. We are deeply ingrained across the following sectors: private debt, private equity, infrastructure, real estate, energy and natural resources strategies.
ESG & Sustainability
ESG underpins many of our search mandates and our deep understanding of responsible investment helps us deliver strategic advice and talent for our clients. Our work includes finding ESG leaders for businesses looking to enact real change. The majority of investment and distribution mandates now require a changing mindset to incorporate ESG criteria and we help clients unearth these hard-to-find individuals. Through our work with leading clients across the sustainable infrastructure and energy transition sectors we have developed a deep understanding and interest in working with investors who are committed and looking to move the needle to decarbonise and meet net zero goals. Finding the best talent to drive this agenda and achieve these goals will be critical to the energy transition.
Distribution
Our dedicated distribution practice has worked with traditional and alternative firms helping them attract best in class talent. We’ve partnered with international firms on entry strategies to EMEA as they looked to build client facing teams across the UK, Nordics, Germany, Switzerland, Benelux and Iberia in particular. We cover both institutional and retail areas.
Wealth Management & Private Banking
Valentine Thomas & Partners has a market leading franchise in Private Banking and Wealth Management. We specialise in front and middle office placements, from market heads and heads of private banking through to Private Bankers and investment professionals. We increasingly help firms with hires in operations and compliance.
Board Movements
Given our focus and long-term track record of building Boards in these sectors, we actively track turnover and highlight key new appointments in the Boardroom with a focus on Fund and Investment Company Boards.
Team Moves
Valentine Thomas & Partners is a market leader in the execution of complex team moves, having moved over a dozen high profile teams in recent years. These have spanned mainstream equities and fixed income as well as more specialist asset classes and client facing teams.