Spear’s Review

‘The UK wealth management industry sits at the core of our recruitment proposition, with over 280 formally retained search assignments successfully completed and over 475 client-facing professionals introduced into new roles,’ says Robert Wilson, a former stockbroker and founder and managing director of Executive Dynamics. 

The company, which was founded in 2002 and is based in Rugby, has a particular expertise in the private client investment management and private banking sectors, which complements its broader search capabilities across the financial planning, insurance and asset management disciplines.

The firm has a ‘particularly strong focus’ on the UK’s private client wealth management industry, often representing firms that are looking to hire regionally and expand their offering outside of London.