Skip to content

Sterling Blueprint

Start a Conversation

Expertise

Asset & Wealth Management

Investment, distribution and leadership hires for asset managers, wealth firms and family offices.

Discuss Your Search
Share Your CV

Overview

Stewards of client capital.

From chief investment officers to the people who grow and serve client assets, we find leaders for traditional and alternative managers, private banks, registered investment advisers and family offices.

Discuss Your Search
A bright boardroom with a long table and floor-to-ceiling windows

Roles we place

The leaders we recruit for.

  • Chief Executive Officer
  • Chief Investment Officer
  • Portfolio Manager
  • Head of Distribution
  • Head of Wealth Management
  • Head of Private Banking
  • Chief Operating Officer
  • Head of Product
  • Head of Research
  • Chief Risk Officer
  • Family Office Principal
  • Head of Client Service

In their words

  • They understood our board before we did. The CFO they found has changed how we run the bank, and the search never once felt rushed.

    Catherine Ellis

    Board Chair

    Regional bank, Midwest

  • Discreet, rigorous and genuinely invested in fit. Two years on, every leader they placed with our portfolio is still in the seat.

    Daniel Mercer

    Managing Partner

    Mid-market private equity firm

  • They represented me with the care of an adviser, not a recruiter, and were candid about the role in a way no one else was.

    Priya Raman

    Chief Investment Officer

    Independent asset manager

  • They took the time to understand a small bank with big ambitions. Our new CFO was the right person for where we are going, not just where we have been, and the process was handled with complete discretion.

    Grace Holloway

    Chief Executive Officer

    Community bank, Southeast

  • Every conversation was honest, including the ones about roles that weren't right. The offer I accepted was the one I would have chosen with a year to decide.

    Marcus Adeyemi

    Chief Financial Officer

    Mid-sized commercial bank

  • The preparation was thorough and the feedback after each interview was direct. A year into the role, the partner who placed me still checks in.

    Helena Strand

    Managing Director

    Private equity firm

Our approach

Five stages, one partner.

From the first briefing to the new leader’s first year, every search follows the same deliberate process, led by one partner.

See Our Approach

Other areas

Explore our other areas.

Partners

Your partners in this area.

Meet the Team

The right leader changes everything.

Every search begins with a confidential conversation.

Start a Conversation
Share Your CV