Industries
Asset and Wealth Management Executive Search
Fee pressure, the move into alternatives and the consolidation of wealth platforms are reshaping asset and wealth management. We help asset managers, fund companies and wealth firms find the executives who can build investment credibility, win distribution and run a profitable business through that change.
Our perspective
Leaders who can grow assets in a market that rewards scale and specialization
Asset and wealth management is the core of our practice. The best leaders and investment professionals in this sector are rarely looking: they are running books, teams and products that are performing. Our work starts with knowing who those people are inside competing firms, and presenting an opportunity in a way a well-placed professional will take seriously.
What's shaping leadership in this sector
- Sustained fee compression and the push for scale through consolidation
- The shift from traditional mandates into private markets and alternatives
- Wealth platforms competing for advisors, clients and distribution
- Succession at founder-led and partner-owned firms
Leadership roles we recruit
- Board directors and chief executive officers
- Chief Investment Officer and heads of asset classes
- Portfolio managers and sector analysts
- Heads of distribution, sales and client relationships
- Chief Financial Officer, risk and operations leadership
Organizations we partner with
- Asset managers and investment fund companies
- Wealth management and advisory firms
- Diversified financial services groups with asset or wealth management divisions
Who leads your search
Mark RossCEO & Founder
Mark Ross founded Ross & Co after two decades as a senior financial services partner with some of the world's largest executive search practices. He has completed more than 400 searches for asset managers, wealth platforms, institutional investors, banks and insurers.
Functions we recruit across
Board and CEO Leadership
Executive search for CEOs, presidents and board directors at asset managers, institutional investors, banks and insurers, from Ross & Co.
Investment Leadership
Executive search for chief investment officers, portfolio managers and sector analysts at asset managers, pension plans and institutional investors.
Finance, Risk and Operations
Executive search for CFOs, chief risk officers and operations leaders at asset managers, pension plans, banks and insurers in Canada.
Distribution and Client Leadership
Executive search for heads of distribution, institutional sales and client relationships at asset managers and wealth platforms in Canada.
Frequently asked questions
Which asset and wealth management roles does Ross & Co recruit for?
Ross & Co recruits board directors and CEOs, chief investment officers and heads of asset classes, portfolio managers and sector analysts, heads of distribution and client relationships, and finance, risk and operations leaders.
Does Ross & Co work with asset managers outside Canada?
Yes. Ross & Co works with Canadian and international companies, and its founder Mark Ross has led searches for global organizations throughout his career in executive search.
Let's talk about your next leader
Every search starts with a confidential conversation with Mark Ross.