Blackwood Group
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Distribution Team Build

A successful listed asset management company, with $50bn AUM and which had grown rapidly, needed to add experienced professionals to its distribution team and wanted to create a client portfolio manager role for the first time.

Role

Blackwood worked closely with the Global Head of Distribution and Head of HR to enhance the distribution function of this successful and rapidly growing boutique investment business. The search included a Head of Wholesale Sales for Europe, a Global Head of Client Relationship Management and a team of product specialists/client portfolio managers.

Search Process

Blackwood provided full maps of the competitive landscape as well as interesting lateral candidate ideas. The search universe was global and one candidate was relocated from Brazil to London. Another will spend 50% of their time in the USA.

Outcome

Blackwood successfully hired in all roles and added three individuals to the newly created client portfolio management roles.

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