Candidate Advisory Services

Shaping Careers for Asset & Wealth Management Professionals

We offer tailored advisory services to help professionals in the asset and wealth management sector navigate their career paths, connect with top-tier firms, and make informed decisions about their next move. As specialists in the placement of Wealth Advisors, Portfolio Managers, Investment Managers, and other key roles, we ensure that candidates have access to the best opportunities available in the industry.

Whether you’re an experienced investment professional looking to take the next step or someone seeking a fresh challenge, we provide the insight, support, and connections you need

Services for Candidates

We don’t just connect you to roles—we provide advisory and strategic support designed to help you thrive through every stage of your career.

1. Market Valuation

What is your practice actually worth? Whether you’re considering a sale, planning a succession, or simply curious, our market valuation service provides a simplified, expert-led evaluation of your business. Available as a one-time engagement or subscription-based service, our online platform delivers insights within 72 hours. We serve individual advisors, firms, and legal/accounting professionals involved in mediation, settlement, and litigation.

2. Career Counselling

Career transitions are more than just a change in title—they’re often a complete shift in purpose and identity. Our career counselling services help you explore your next step with confidence. We assist those transitioning within the industry, shifting verticals, or preparing for succession or retirement. Delivered with insight and empathy, our services cover the emotional, psychological, and practical aspects of change.

These personalized services are available on an individual basis or as part of a broader corporate engagement.