Operations

We combine all the advantages of a large, established global financial advisory firm, with the flexibility and entrepreneurship found in a small partner-owned business. Our operations teams support all aspects of our services, working closely with tax advisers, wealth management advisers and investment professionals.

If we are recruiting for any positions, they will be posted on our LinkedIn page, which you can access here.

Beyond our immediate needs, below are some of the functions that are always looking for bright, energetic and high integrity people to join our team.  If you think you could add a new perspective to our efforts, don't hesitate to get in touch.

Operations and Administration

We offer a unique opportunity for operations and administrative professionals to have a challenging and diverse career as integral parts of our wealth management team. We have digitized our back office to be paperless and have invested heavily in automating our processes. Our global offices are growing and operations and administrative support is an important part of our success.