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.
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 Asset Managers, ESG Specialists, Endowments, Family Offices, Pension Funds, Real Asset Funds, Hedge Funds and Wealth Managers.
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.
Alternatives
We have helped both specialist firms and traditional asset managers build out their capabilities. This includes both investment and distribution roles for infrastructure, private debt, private equity, and real estate strategies.
ESG & Sustainability
ESG runs through the core of every search mandate we conduct. Our work includes finding ESG and SRI leaders for businesses looking to enact real change. The majority of our investment and distribution mandates now require a changing mindset to incorporate ESG criteria and we help clients unearth these hard to find individuals.
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.
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.