Practices / Disciplines

Areas of specialty within the Financial Services Practice include:

1. Asset and Wealth Management

2. Financial Advisors / Brokerage

3. Banking

4. Portfolio Management

5. Accounting

6. Insurance

7. Venture Capital and Private Equity

 

Asset & Wealth Management

Peak P3’s Asset & Wealth Management group is widely recognized by the investment industry for our comprehensive knowledge of the companies with whom we partner. In this practice, our consultants are a unique blend of senior level Financial Services executives and seasoned Search Consultants. Our team approach utilizes the industry experience of consultants who understand the intricacies of your organization and who practice the most innovative approach to executive search and assessment.

Our clients include global investment management firms, as well as boutique firms with specialized products and specific market segments. We conduct searches for C-level, Executive level, and the VP level, Operations Management and unique highly specialized positions. The breadth of our searches in Asset & Wealth Management cover three major functional areas: Investment Management, Distribution (Sales & Marketing) and Back Office Administration. Our clients are Institutional and/or Retail oriented in all asset classes.

Financial Advisors / Brokerage

The landscape of a Financial Advisor has changed dramatically in recent years. The industry has evolved into a highly competitive environment, which means successful Brokerage firms and independent companies must aggressively recruit highly qualified talent on a continuous basis. The Professional Services Practice at Peak P3 has developed a highly sensitive process for the recruit of Financial Advisors, Portfolio Managers and other senior executives at the world’s leading Investment Management, Brokerage, and Accounting firms.

Banking

The Banking Practice of Peak P3 significantly differentiates itself from the competition. Committed to building long-term relationships, we offer our clients a personalized, hands-on approach. As relationships are built, we continue to offer value-add service and market insights. With an appreciation for each client’s unique culture and needs, we seek not only the most qualified candidates but also those candidates that fit seamlessly. Our extraordinary team of professionals has years of experience working with and within the fast paced and ever changing world of the Banking industry. Together the Peak Consultants of the Banking Practice have built and continue to build a network of the most esteemed executives in the industry.

       Portfolio Management

Peak P3’s Portfolio Management group is widely recognized by the investment industry for our comprehensive knowledge of the companies with whom we partner. In this practice, our consultants are a unique blend of senior level Financial Services executives and seasoned Search Consultants. Our team approach utilizes the industry experience of consultants who understand the intricacies of your organization and who practice the most innovative approach to executive search and assessment.

Accounting

Peak’s Accounting Practice Group is a unique practice for Peak because it is the only practice conducting executive searches globally in all industries not just the financial markets. Personalized service, integrity, and confidentiality are at the core of who we are and what we do. Our proven search process and expertise ensure our clients that we will identify and recruit the most highly qualified candidates.

Our search consultants are committed to building strong relationships with both our clients and candidates. A senior consultant serves as the lead consultant on every assignment and is assisted by experienced team members through every step of the search.

Insurance

Insurance is a key component of the Global Financial Services Practice. We have conducted a variety of senior-level executive and board director positions for insurance clients who are engaged in new products and services expanding their reach to customers. Our clients depend on Peak consultants to assist them with market findings, best practices knowledge and understanding of candidate’s technical and leadership skill sets.

Our consultants are team oriented and collaborate on emerging issues, trends and changes surrounding the insurance industry. We take pride in our consultants’ sector expertise in the areas of property and casualty, life, pensions and annuities, and reinsurance. Peak prides itself in serving our clients with a quality process that encompasses industry knowledge, collaboration and assessment of talent and cultural fit that results in a value-add outcome.

Venture Capital and Private Equity

Peak has made a strategic commitment to serving the unique needs of both the Venture Capital and Private Equity (VCPE) industries on a global basis. The practice focuses on both the internal investment and administrative hiring needs of our clients, associates, principals, operating partners, investment partners, and so forth, as well as their portfolio companies across Board, C and VP level executive roles.

The VCPE practice consists of professionals who have direct experience working with VC and PE investors in both tech and non-tech environments. Consultants within the practice are well-versed in the unique needs of everything from early stage venture-funded internet companies to management buyouts in more traditional non-tech industries. Our team members come from industry operating positions, related consulting and professional service organizations across industry, as well as leading retained executive search firms. The practice also draws on industry domain specialists in all sectors where required to ensure a successful executive search.