We are committed to always offering a diverse slate of candidates. We guarantee our placements, and we complete every retained search. (Once retained we often say — half-jokingly — that you will require a restraining order to stop us from completing the retained search.)
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We can perform tailored market intelligence projects against targeted firms, as well as internal analysis of the competitiveness of our clients’ compensation and structural models.
Our intimate, daily interaction with the majority of private client groups places us in a unique position to identify and approach firms that would provide excellent non-organic growth possibilities to our clients.
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The author of this article reflects on what counts as a successful RIA lift-out. At present, the main approach is to consider transfer of assets under management, how much those assets costs, and the break-even point. However, there are other factors in play. Allan R......
Most wealth managers use their internal IT staff to handle cybersecurity. This is somewhat analogous to asking knee surgeons to perform spinal surgery. Although they are highly trained physicians and experienced in cutting bone, it is a whole new world when dealing with spines....
The work of wealth management executive search firms is particularly challenging at the moment because of COVID-19, even with the two-way video and other technology that changes how people work. A recruitment specialist in the space considers the issues....
With current events acting as a brutal reminder about the importance of strong wealth management advice and guidance, it should also bring home the stark reality that the industry faces a talent shortage. The average age of advisors has been creeping up. With trillions of dollars of assets slated to change hands over the next few years as Baby Boomers pass on, there is a need for a new cohort of advisors to pick up the baton. One person with plenty to say on these topics is Allan R Starkie, Ph.D., a partner at Knightsbridge Advisors, who has appeared in these pages before. Family Wealth Report recently spoke to Starkie about his views on the state of recruitment, talent management and development in the North American wealth industry. ...
Allan Starkie PhD, a partner at Knightsbridge Advisors writes about the kind of considerations that need to be held in mind when assessing advisors, including in the process of M&A deals where wealth management firms are in play. ...
Allan Starkie PhD, a partner at Knightsbridge Advisors writes about the kind of considerations that need to be held in mind when assessing advisors, including in the process of M&A deals where wealth management firms are in play. ...
This article outlines interview tactics for the modern wealth manager. ...
Allan Starkie goes in detail about the competition for talent in the wealth management industry. ...
This article discusses fundamental changes in the compensation models throughout the wealth management industry in this op-ed featured in the November/ December 2015 newsletter from Investment Management Consultants Association (IMCA). ...
Here is part two of a guest article about compensation trends within the wealth management industry. It reflects the presentation he made earlier this month at the annual American Bankers Association, Wealth Management and Trust Conference....
Here is part one of a guest article about compensation trends in the wealth management industry. His insights reflect the presentation he made earlier this month at the annual American Bankers Association, Wealth Management and Trust Conference. ...
This article explores the current trends of the wealth management industry including the recruitment of client-facing professionals with portability and real production records, the increased frequency of team lift-outs, and the attractiveness of acquiring RIAs in an effort to increase assets immediately. ...
Allan Starkie discusses the factors contributing to the overall slowing of the recruitment process for hiring in the wealth management industry, notably that of exhaustion in multiple contexts. ...
Allan Starkie discusses the decline in portability of asset management relationships and offers a more structured approach based on specificity and connectivity. The implementation of both should ensure that the portability assessments live up to expectations....
This article by Allan Starkie speaks to the recruitment process of top-level advisors in a shifting industry and the various platform types that act as differentiators for candidates....
This article discusses the surprisingly positive conditions and forecasts of the wealth management industry at the start of the 2008 recession despite the uncertainties that consumed the marketplace. ...
Allan Starkie discusses how the investment advisor of the near future needs to be proficient in a formidable number of products and services to orchestrate the holistic delivery of comprehensive wealth management. ...
Allan Starkie’s article explores the shifting role of the wealth management sales force as it is forced to conform to the client-centric mold of the increasingly preferred advisory firms. ...
This article by Allan Starkie addresses the difficulties of how to measure the success of an institution’s sales force due to the lack of an identical platform to compare performance and offers an objective solution to this problem...
This article by Allan Starkie argues that the “million dollar producer” remains a myth and should not be used as an industry benchmark. It goes on to discuss the pointlessness of attempting to compare the relative success of professionals from differing sales models based on annual revenue production. ...
Non-fiction book about the notorious murder of Thomas Cressman by a member of the Royal Household.
This book chronicles the life of playboy, Massimo Gargia, and has earned number one bestselling biography in France, as well as bestselling in the US and Italy.
London Times and International best seller about the author’s tempestuous relationship with Her Royal Highness, The Duchess of York.