Case Studies

Turnkey Entry/Lift Out Teams – Keys to Success

One of the questions our recruiting team frequently is asked is “what are some of the characteristics of a successful boutique asset management firm and what are large asset management firms looking for in a lift out?” Our research department and senior human capital management consultants have worked with investment teams to get them prepped or coached for the big game. Strategic Business Group Acquisition (Lift Outs)Lift-outs are a continued focus for the large global asset managers that are seeking “turnkey entry” into targeted markets. These global behemoths are seeking to complement their commanding distribution franchises with niche strategies that will gather more mindshare of their clients and ensure a relationship that approaching full service. The ban on proprietary trading at banks created an opportunity for hedge funds to capture the exodus of talent.

Our clients include hedge funds and alternative investment providers, mutual funds complexes, insurance and annuity companies, institutional money managers, DB/DC providers, broker-dealers, RIAs, Insurance and Benefits Brokers, private asset managers / family offices, asset servicing, trust, and consulting, technology and clearing services related to financial services.

Please find below a brief summary (not exhaustive) of positions we have placed:

  • Chief Legal Counsel of a USD $2 Trillion Dollar Asset Management Organization
  • Chief Marketing Officer
  • Portfolio Manager
  • Real Assets Team

Successful companies use Pinnacle Careers retained search for various reasons, including:

  • Confidential nature of search due to replacement or desire to keep a new business expansion discrete
  • Access to hard-to-find talent, hidden candidate pools, or specialized bandwidth
  • High standards and screens

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