BWD Wealth Management Brochure Final

WE KNOW FINANCIAL SERVICES W E A LT H M A N A G E M E N T

W E A LT H M A N A G E M E NTBWD is a specialist recruitment consultancy, dedicated solely to the financial services industry. Formed in 2006, BWD has continued to grow in stature without deviating from its original principles. Alistair LISTEN, Brownlee, James Walker and Gareth Davies, the three founding UNDERSTAND Directors, are still at the helm demonstrating the same desire and & DELIVER drive they possessed from the outset. With over 150 years’ combined recruitment experience, the group consists of seven specialist divisions: Wealth, Sales & Distribution, Pensions & Benefits, Regulatory, Risk & Compliance, Change Management, Actuarial and Specialist Finance & Lending. Each division has an exceptional reputation for providing outstanding professionals with passion, a strong work ethic and financial services expertise. 02

W E A LT H M A N A G E M E NT OUR OUR EXPERTISE VALUES Regulatory and political changes are two of the key drivers that Embedded in our organisation are four simple can impact an organisation, irrespective of their size. A proactive values that keep us grounded: consultancy, who can react to these changes and provide the resources required, BWD’s Wealth Management Division is made DO THE RIGHT THING up of specialist consultants devoted to specific roles within the The right people, for the right opportunity. Wealth industry, providing dedicated support and expertise to both Partnering with an ethically sound, responsible clients and candidates. group. Our Wealth Management team boasts some of the longest serving HUMILITY members of BWD and some of the most experienced specialists Modest, trustworthy and reliable. We listen and within this market. To ensure BWD maintain a competitive respond, sensitive to our clients and candidates. advantage, we run regular roundtable events, featuring senior figures from the sector, to discuss industry topics. This provides LOYALTY valuable insight into the market, ensures our finger is always on Always there to guide you. Long-term the pulse, and enables BWD to provide a service to our clients that relationships provide profound satisfaction. is second to none. GROWTH IS GOOD SPECIALIST AREAS INCLUDE: Expanding your potential. Always helping our  Financial Planning clients, our business and employees go further.  Investment Management  Private Banking 03

FINANCIAL PLANNING W E A LT H M A N A G E M E NT The landscape of the Financial Advice sector has changed Paraplanning is increasingly being seen as a rewarding dramatically over the last 20 years. Through regulation and career, rather than just a stepping stone to becoming increased standards, the professionalism of the role has an adviser, and an essential part of most advisory firms. risen to new levels. There has been an increased demand for The technical understanding and knowledge of products, financial advice, with more than 1.3 million additional people software and regulation, provides a varied and interesting seeking advice through 2018/19, and many of the UK’s role, and one which has grown in stature and recognition investment houses and private banks have recognised the within the industry.   importance of establishing, or bolstering, financial planning propositions. Whether you adopt a restricted or independent, employed or self-employed model, BWD have specialist consultants who BWD works with the financial planning divisions of work across these strategies, with extensive networks to Professional Services firms, Investment Houses, Private identify the right talent for your business. Banks, Multi Family Offices, Insurance and Employee Benefits firms, and IFA practices of all sizes. ROLES WE COVER: The experience and market knowledge of our team means  Financial Planners we are exceptionally well placed to understand the nuances  Senior Management of this market and to meet increased demand. We source  Paraplanners and select the most suitable advisers, whether this is a  Administration & Support junior IFA or a seasoned UHNW Chartered Planner, for your organisation. 04

INVESTMENT PRIVATE MANAGEMENT BANKING W E A LT H M A N A G E M E NT Managing the wealth of High Net Worth (HNW) individuals BWD works with the UK’s leading Private Banks to secure has grown in stature, with more highly qualified the very best talent, from Junior Bankers through to board professionals required for this niche sector of the industry. level positions. This sector has seen a resurgence, as boutique, national and international banks look to retain More and more firms have been increasing their regional these clients from investment or advisory based firms. presence over the last few years, as the distribution of wealth has increased, shifting the balance away from the Private Banking has long been surrounded with an air of once dominant London & South East. prestige, but is still a highly valued service, where hands on relationship building is essential. This has become a highly BWD partner with some of the leading Investment Houses competitive sector, where BWD have extensive networks to in the UK, as well as the ever increasing number of smaller meet the resourcing needs of the banks. boutiques. Desired qualifications, experience and culture fit are essential to the fact finding process we undertake with Propositions within the Private Banking sector vary every client. considerably and are continuously being enhanced to meet clients’ requirements. We undertake regular meetings and ROLES WE COVER: discussions with the banks to ensure we are obtaining the  Investment Manager/Directors right candidates for their service.  Assistant Investment Managers  Analysts ROLES WE COVER:  Private Bankers  Team Leaders  Private Banking Executives 05

OUR SPECIALISTS W E A LT H M A N A G E M E NT ALISTAIR BROWNLEE JAMES WOODS FOUNDER & BUSINESS DEVELOPMENT DIRECTOR SENIOR CLIENT DIRECTOR Alistair Brownlee has specialised in recruiting Wealth Management James Woods has 17 years’ recruitment experience, the last 15 professionals for the last 18 years. He is one of the founding years spent within the financial services sector. He specialises Directors of BWD and has been instrumental in winning and in recruiting mid-senior level client-facing Wealth Management maintaining some of BWD’s largest clients. professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. HELEN SPRIGGS SENIOR CONSULTANT GARY RAINE Helen has 17 years’ Financial Services experience, 14 of which SENIOR CONSULTANT are in recruitment. Helen is responsible for Paraplanners and Gary Raine has 12 years’ recruitment experience and has support staff within the advisory sector. specialised in recruiting Wealth Management professionals for the last 10 years at BWD, making him one of the longest serving members of the team. One of the longest serving members. GRAEME WINN ALEX CRANFORD CONSULTANT CONSULTANT Graeme joined BWD in May 2018 as a Consultant within After completing a degree in Sports Science, Alex started his the Wealth Management Division, specialising in recruiting career on a graduate scheme, within the Cybersecurity sector. Investment Managers and Private Bankers. Graeme has over 12 Having gained valuable experience in relationship management, years of professional services recruitment experience. he joined BWD as a Consultant to support Wealth Management and further his career. 06

TESTIMONIALS W E A LT H M A N A G E M E NT James took the time to not only understand my current personal and I would have no hesitation in recommending BWD to other leaders in professional position but also helped me see a new future in a rapidly our profession who are seeking true quality candidates. Graeme gives changing Financial Services sector. James understands both the company an honest appraisal and holds a high standard when putting candidates and the candidate he represents, resulting in a great personal and cultural fit. forward. Graeme has a strong network and market intelligence. It doesn’t The advice, guidance and discussions gave me the confidence to make the harm that he is thoroughly nice guy too! next step in my career. James knew the opportunity was the right move for me before I did, and this is testament to his skill and experience in the sector. DIRECTOR, PRIVATE BANKING FINANCIAL PLANNING DIRECTOR, INVESTMENT HOUSE I would highly recommend Gary to others in Financial Planning or Wealth Helen has been inspirational in delivering the great people we need to drive Management. From the very beginning, Gary was personable, interested our business forwards. She quickly understood that the personal profile and listened to what I was after. He was realistic with expectations and was all important and was able to see beyond just qualifications and able to offer solutions to problems that were posed. I was not actively experience to provide us with candidates from a number of backgrounds. looking at the time but Gary reached out in a personalised manner about a Both Helen and BWD are important partners in our growth and I look specific opportunity that he, correctly, thought I would be suitable for. forward to working with you again in the near future. CEO, NATIONAL IFA FIRM FINANCIAL PLANNER, LARGE ACCOUNTANCY PRACTICE I would definitely recommend Helen for recruitment as she knows the James is an excellent recruiter with incredible interpersonal skills. His work industry and offers good advice and support. was very professional and he was always available to speak and answer She is also very personable, easy to deal with, reliable, listens well and is questions. I found James to be very proactive during the recruitment honest in her approach, all of which I value highly as a client, as it builds process and that he represented me well. Ultimately, James’ hard work trust and makes what often is a very time-consuming process as efficient paid off and he helped me obtain an excellent new role. I would highly as possible. recommend James Woods if you are considering leaving your employer. OPERATIONS MANAGER, NATIONAL IFA WEALTH PLANNER, PRIVATE BANK 07

HEAD OFFICE LONDON OFFICE BWD Search & Selection BWD Search & Selection St. James House Fox Court 28 Park Place, Leeds 14 Gray’s Inn Road LS1 2SP WC1X 8HN  0113 274 3000  [email protected]  @BWDSearch  /company/bwd-search-and-selection BWD-SEARCH.CO.UK