Wealth Management Recruitment and Private Wealth Advisory
Team Recruitment and Independent Private Wealth Advisory
The international agency Very Important Personnel provides Wealth Management recruitment and private wealth solutions for European and international billionaire families, founders, entrepreneurs, private banks, Family Offices, asset management companies and private investment structures.
We operate at the intersection of two areas that cannot be separated in private wealth: people and capital.
Substantial private wealth is managed not only through global banks, investment funds, legal structures and institutional instruments. It is managed by specific people: private bankers, Chief Investment Officers, Chief Financial Officers, Family Office executives, investment directors, portfolio managers, lawyers, tax advisers, executive assistants, family-infrastructure coordinators and trusted advisers.
The quality of these professionals determines whether a family can see the complete picture, how decisions are made, how providers such as BlackRock, Amundi, Vanguard or Fidelity International are monitored, how transparent reporting is, where conflicts of interest may arise and whether the system remains resilient when circumstances change.
Very Important Personnel helps clients find and assess professionals who can be entrusted with strategic investment decisions, confidential information, private-bank relationships, family infrastructure, consolidated reporting, cross-border coordination and long-term wealth architecture.
Through Catamaran Family Office, which forms part of the same ecosystem, clients also gain access to independent wealth advisory services: investment strategy, portfolio advisory, outsourced CIO and CFO support, consolidated reporting, investment due diligence, oversight of private banks and asset managers, legal and tax coordination, family governance, succession planning and an international network of external experts.
Our distinctive strength is that we see private wealth as more than a financial service or executive-search assignment. We assess the complete system: who makes decisions, who implements them, who influences the wealth owner, who controls risk, who manages Bloomberg and custodian reporting, and where a family may depend too heavily on one individual, private bank, investment manager or professional perspective.
Wealth Management Recruitment
Wealth Management in a European and International Environment
When capital, operating businesses, investment portfolios, real estate, private-bank accounts, heirs and family responsibilities are spread across multiple jurisdictions, a single local perspective is insufficient.
Strong local expertise remains essential, particularly when it includes an understanding of the source of wealth, the family’s entrepreneurial history, applicable legal and tax frameworks, cultural expectations and established decision-making practices. For international wealth, however, it must be supported by a global infrastructure: specialists in London, Zurich, Geneva, Luxembourg, Monaco, Paris, Frankfurt, Milan, Singapore, Hong Kong and New York, together with an understanding of local markets, banking requirements, tax regimes, legal systems, investment platforms and regulatory constraints.
Catamaran Family Office is built around precisely this combination.
We combine a detailed understanding of the client and family context with international investment, legal, tax and private-banking expertise. This enables us to assess decisions not through the lens of one market, currency, provider or wealth-management philosophy, but within the family’s complete wealth architecture.
For clients, this means broader institutional choice, more precise questions for private banks and advisers, better comparison of alternatives and a disciplined decision-making framework.
What Our Wealth Management Practice Includes
Our Wealth Management practice combines the executive-search expertise of Very Important Personnel with the independent advisory capabilities of Catamaran Family Office.
Recruitment and Assessment by Very Important Personnel
Very Important Personnel recruits and assesses professionals for wealth managers, asset management companies, private banks, Family Offices and private investment structures across the United Kingdom, Europe and worldwide.
These may include Family Office executives, CIOs, CFOs, investment directors, private bankers, relationship managers, portfolio managers, investment analysts, risk managers, lawyers, tax specialists, compliance experts, KYC/AML specialists, operations executives, executive assistants and other trusted private-wealth professionals.
Wealth Advisory by Catamaran Family Office
Catamaran Family Office can support private wealth as an independent Multi Family Office by analysing asset structures, developing an Investment Policy Statement, establishing strategic asset allocation, conducting due diligence on investment opportunities, monitoring external managers, selecting and comparing providers, coordinating private banks, lawyers and tax advisers, implementing consolidated reporting and supporting family governance and succession architecture.
This model is particularly valuable for families whose wealth-management needs extend beyond one institution, custody account, investment manager or financial product.
When assets are distributed across countries, currencies, private banks, funds, direct investments, prime real estate, holding companies and generations, a family needs more than another isolated recommendation. It requires an integrated system of independent coordination, governance and control.
Wealth Management Recruitment
In Wealth Management, the person is often more important than the product.
A billionaire family may have access to multiple global banks, institutional asset managers, investment platforms and leading legal advisers. Trust, however, is built with a specific person: a private banker, CIO, Family Office director, CFO, investment adviser or coordinator who understands the family’s interests, can handle confidential information and sees the complete picture.
We recruit professionals for banks, private-banking divisions, asset managers, investment companies, Single Family Offices, Multi Family Offices, UHNW families and founders across London, continental Europe and international financial centres.
When assessing candidates, we look beyond job titles, prestigious employers and formal experience. In private wealth, professional maturity, ethics, confidentiality, motivation, reputation, investment discipline, service culture, experience with HNWI and UHNWI clients and the ability to prioritise durable relationships over short-term sales are critical.
We pay particular attention to key-person dependency. One professional may control access to reporting, communications, banks, documents, external providers, payments and informal arrangements. If the role is not clearly defined, supervised and supported by continuity planning, even a high-performing employee can become an operational risk.
Asset Management Recruitment
Very Important Personnel helps European and international asset management companies, investment funds, private banks, Family Offices, private investment structures, holding companies and wealth owners recruit specialists in asset management.
We recruit investment directors, portfolio managers, analysts, risk managers and specialists in fixed income, global equities, private equity, venture capital, private credit, infrastructure, prime real estate, hedge funds, digital assets, investment operations, institutional reporting and other asset classes.
For these roles, education, experience and product knowledge are only part of the profile. Investment discipline, independent thinking, the ability to manage risk, an understanding of liquidity, due-diligence experience, the ability to work with an investment committee, clear reporting skills and the capacity to explain complex decisions to a principal or trusted representative are equally important.
We assess not only a candidate’s technical skills but also their investment philosophy, decision-making style, approach to risk, ethical standards, maturity and compatibility with the client’s culture.
Private Banking Recruitment
Very Important Personnel helps private banks, wealth-management divisions and international financial groups recruit professionals serving HNWI, VHNWI and UHNWI clients.
We recruit private bankers, senior private bankers, relationship managers, heads of private banking, investment advisers, product specialists, credit specialists, client-service professionals and experts in onboarding, KYC/AML, compliance and operational support.
Private Banking is a sector in which a hiring mistake can be exceptionally costly. The wrong appointment may affect client trust, institutional reputation, sales quality, regulatory risk and team stability.
For this reason, we assess not only a candidate’s client book and financial performance but also the quality of their relationships, professional ethics, understanding of the client’s family and business context, ability to comply with FCA, FINMA, CSSF and international KYC/AML requirements, capacity to present banking and investment solutions appropriately and commitment to protecting long-term trust.
Wealth Management Services Through Catamaran Family Office
Catamaran Family Office is an independent Multi Family Office operating within the same ecosystem as the international agency Very Important Personnel.
We help billionaire families, founders, entrepreneurs, heirs, Single Family Offices and private investment structures build effective and internationally resilient private wealth-management systems.
Our role is not to distribute products or replace every existing adviser. We create an independent oversight layer enabling the family to see the complete picture, challenge proposals, compare alternatives, monitor providers and make decisions within a unified wealth framework.
We can support investment strategy, portfolio architecture, due diligence, the selection of banks and asset managers, fee analysis, consolidated reporting, CIO/CFO support, legal and tax coordination, preparation for institutional banking onboarding in the UK, Switzerland, Luxembourg, Monaco and other financial centres, family governance, succession planning and wider cross-border requirements.
Independent Review of Investment Decisions
A Family Office team, private bank, broker, asset manager, investment adviser or fund may present a strategy, structured product, co-investment, private-market opportunity or individual transaction.
The essential question is not how compelling the presentation appears. It is whether the proposal serves the family’s interests.
We analyse investment opportunities from the wealth owner’s perspective, considering capital-preservation objectives, acceptable risk, investment horizon, liquidity, currency exposure, tax and legal constraints, the existing portfolio, family plans and the overall resilience of the wealth architecture.
This second opinion is particularly important when a recommendation comes from a party with its own commercial interests, product shelf or limited mandate.
A private bank, broker, asset manager, fund, lawyer or tax adviser may be highly professional and valuable. However, each operates within the boundaries of its role, business model and area of responsibility.
Catamaran Family Office helps the family compare recommendations and understand how a specific decision may affect the complete wealth architecture.
Portfolio Advisory and Oversight of Asset Managers
Effective wealth management does not begin with selecting a fund, structured note, bond or investment idea of the month.
The first step is to understand the family’s objectives, asset composition, investment horizon, acceptable risk, liquidity requirements, currency exposure, tax and legal constraints, relevant jurisdictions, liabilities, succession objectives and decision-making rules.
This foundation supports the development of an institutional investment framework: an Investment Policy Statement, strategic asset allocation, permitted asset classes, diversification principles, manager-selection criteria, due-diligence procedures, an investment committee and consolidated reporting.
We can conduct an independent portfolio review, assess external managers, evaluate investment opportunities, analyse fees, support direct investments, club deals, infrastructure, real estate and alternative investments, and establish outsourced CIO support, consolidated reporting and coordination with legal and tax advisers.
We consider not only expected returns but also the cost of achieving them: volatility, liquidity, fee structures, counterparties, jurisdictions, taxation, correlations, concentration, downside scenarios and the role of each instrument within the family’s overall wealth architecture.
Why an International Framework Matters for Substantial Wealth
A global portfolio cannot be assessed effectively from within a single professional environment.
Different markets have distinct investment cycles, investor structures, regulations, tax consequences, liquidity conditions and sources of risk.
US capital markets, European asset managers, Swiss private banking, English law, Luxembourg and Liechtenstein structures, Monaco private wealth, Singaporean banking and Asian investment markets require specialist expertise rather than a generalised perspective.
Catamaran Family Office works with an international network of specialists and external providers across key jurisdictions. This allows clients to consider more than one viewpoint and compare solutions based on practices across established financial centres.
We do not treat local and international experience as competing approaches. For many clients, the greatest value arises when a deep understanding of the family’s entrepreneurial history, culture and private objectives is combined with international investment, legal, tax and institutional banking expertise.
Family Office Solutions for Banks and Private Banking Teams
Private Banking today competes on more than pricing, financial products and access to investment opportunities.
For billionaire and UHNW clients, another consideration is increasingly important: who helps them see the complete picture of their wealth, coordinate external advisers, address family, legal, tax, international and succession matters, and manage requirements outside traditional banking services.
Through Catamaran Family Office, we help banks, private-banking divisions and wealth-management teams in London, Switzerland, Luxembourg, Monaco and other international financial centres expand their client proposition through independent Family Office advisory, international expertise and access to trusted external advisers.
Catamaran Family Office can support individual projects, provide an independent second opinion, coordinate complex family matters or act as a long-term partner supporting UHNW clients.
The bank retains and strengthens its client relationship. The client receives a broader support framework for matters that may not fall within the institution’s traditional mandate.
The Principal Advantage of a Multi Family Office
The principal advantages of Catamaran Family Office are independence, international expertise and alignment with the family’s long-term interests.
We do not view wealth through the lens of one bank, broker, fund, region, manager or investment scenario.
We assess decisions more broadly, considering the ownership structure, family objectives, asset classes, currencies, jurisdictions, tax and legal factors, liquidity, risk, providers, succession architecture and a multigenerational horizon.
Rather than receiving only a ready-made product from a provider’s shelf, the client can compare, verify, structure and make an informed decision.
This is what distinguishes an independent Multi Family Office from a financial-product distributor.
Why Clients Choose Very Important Personnel and Catamaran Family Office
For more than ten years, Very Important Personnel has worked with private families, Family Offices, private banks, luxury-service providers, investment professionals, founders, executive assistants, finance executives, lawyers, asset managers and teams serving substantial private wealth.
We understand the talent market from within: how global banks, brokerage firms, asset managers, Family Offices and investment teams operate; which roles a family genuinely needs; when an in-house appointment is appropriate; when external support is sufficient; which candidates can be trusted with confidential information; and which may create risk despite an impressive CV.
Our partnership with Catamaran Family Office strengthens this expertise with a practical understanding of wealth management: Investment Policy Statements, asset allocation, outsourced CIO/CFO support, due diligence, manager oversight, Bloomberg and custodian reporting, legal and tax coordination, compliance, international KYC/AML requirements, family governance, succession planning and private infrastructure.
Clients choose us when they need more than a stream of CVs or a catalogue of financial products. They need a trusted partner capable of working simultaneously with people, capital, confidentiality and the family’s long-term interests.