Banking, Financial Services and Insurance
Banking, wealth and asset management, insurance and reinsurance, venture capital and private equity, fintech, lending and payments.
Financial services leadership is being pulled in two directions at once: deeper risk and compliance maturity on one side, digital growth and better cost to income on the other. The leaders who can hold both are in short supply, and they know it.
In wealth and private banking, portability of the client book is the decisive variable, and we test it in confidence. In fintech and payments, the leaders in demand pair product led growth with regulatory grade discipline, and are ready for the journey from growth capital to listing.
- Banking and wealth
- Insurance
- Fintech
- Payments
Subject matter expertRicky, Banking, Fintech and Professional Services
Six checks before any candidate reaches your shortlist.
Each area of this industry has its own six checks, because each asks something different of its leaders.
Banking and wealth
Private, corporate and investment banking, wealth and asset management.
- 01
Regulatory fit
Experience with the central bank and financial regulators relevant to the licence in scope, cross verified.
- 02
Book and AUM portability
A confidential evaluation of the transferability of relationships and assets.
- 03
Risk culture reading
Risk posture mapped to the institution's own philosophy.
- 04
Banking DNA
Private banking, corporate and investment banking instincts distinguished with care.
- 05
Conduct and compliance
Detailed integrity, regulatory and litigation diligence before shortlisting.
- 06
Digital banking fluency
Core banking, digital rails and open banking exposure across geographies.
Insurance
Life, general, health, reinsurance and insurance technology.
- 01
Underwriting and actuarial depth
Pricing, reserving, capital and reinsurance portfolio leadership.
- 02
Distribution mastery
Agency, bancassurance, broker, direct and digital distribution P&L.
- 03
Solvency fluency
Capability across current accounting and solvency regimes.
- 04
Treaty craft
Treaty structuring, capacity placement and broker relationships.
- 05
Claims and analytics
Digital claims, fraud analytics and intelligent servicing.
- 06
Embedded insurance
Leaders equipped for digital distribution, parametric and embedded products.
Fintech
Payments platforms, digital lending, insurance technology and digital assets.
- 01
Unit economics literacy
Acquisition cost, lifetime value, margin and take rate fluency tested in depth.
- 02
Licence or partnership
Operating models calibrated for the licence and partnership context.
- 03
Regulatory grade leadership
Regulatory exposure validated through detailed referencing.
- 04
Product led growth
Funnel discipline, retention and embedded finance instincts assessed.
- 05
Risk and fraud heuristics
Real time risk and fraud detection capability examined closely.
- 06
Capital market readiness
Leaders experienced on the growth to listing journey: narrative, governance and measures.
Payments
Card networks, acquirers, issuers, processors, digital wallets, real time rails and cross border remittance.
- 01
Network and scheme fluency
Experience across international and domestic card schemes.
- 02
Issuing and acquiring depth
Card issuance, sponsorship, merchant acquiring and point of sale rollout.
- 03
Real time rails
Delivery credentials on instant payment and cross border messaging systems.
- 04
Fraud, risk and compliance
Data security, strong authentication, sanctions and anti money laundering leadership.
- 05
Cross border and FX
Remittance, multi currency, treasury and corridor monetisation.
- 06
Embedded and platform payments
Orchestration, buy now pay later, marketplace and API led commerce.
Senior leadership across the industry.
Representative roles. Every mandate is designed for the client concerned, and clients are identified only with their written consent.
- Chief Executive Officer, private bank
- Country Head, international bank
- Chief Risk Officer
- Head of Wealth Management
- Head of Corporate Banking
- Chief Executive Officer, insurer
- Head of Underwriting
- Founding Chief Financial Officer, fintech
- Chief Executive Officer, payments processor
- Head of Cross Border and Remittance
Write to us to enquire.
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