An ideal partner to do business with | Lockwood Gibb & Associates

Lockwood Gibb & Associates are delighted to post successfully completed senior search assignments that we have worked on for our clients in Europe and the Middle East both asset management and in wealth management.

The Americas
Europe, Middle East & Africa

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The Americas

Succession Planning and Research Projects

Chief Investment Officer, US PWM		Mapping and Stealth Referencing
Chief Operating Officer, US PWM		Mapping and Stealth Referencing
Head of the Private Bank, Western Region		Mapping and Stealth Referencing
US Private Banking Organizational Charts		Design and Presentation

Executive Committee and Senior Management Positions in Private Banking or Positions That Cover Both Banking and Brokerage from a Functional Perspective

Head of the US Private Bank, Eastern Region	New York	Internal Candidate Hired
Head of San Francisco Private Banking	San Francisco	Completed and candidate promoted to Head of the US Private Bank, Eastern Region
Head of Credit and Lending	New York	Direct Candidate Hired
Head of FX Marketing	New York	Completed
Senior Trust Officer x2	Los Angeles	Completed
Head of Advisory Solutions	New York	Completed
Head of Hedge Fund Advisory	New York	Completed
Head of Margin Lending	New York	Completed
Head of Hedge Fund Marketing	New York	Cancelled

UHNW Private Banking Assignments Recently Completed

Senior Private Banker x4	Los Angeles	Completed
Senior Private Banker x11	New York	Completed
Senior Private Banker x5	San Francisco	Completed
Senior Private Banker x3	Costa Mesa	Completed
Senior Private Banker x2	Boston	Completed
Senior Private Banker x2	Miami	Completed
Senior Private Bankers	Chicago	Cancelled
Relationship Manager	New York	Completed

Lateral Hiring into PWM

Lateral Private Wealth Advisor x3	Chicago	Completed
Lateral Private Wealth Advisor x2	Dallas	Completed
Lateral Private Wealth Advisor	Houston	Completed

Succession Planning and Research Projects within US UHNW Brokerage Recently Completed

Head of Private Client Services	Western Region	Mapping and Stealth Referencing
Compensation Survey for US Brokerage Market		Ongoing Project
US Brokerage Organizational Charts		Design and Presentation
Regional Executive	Chicago and Mid-West	Mapping and Stealth Referencing
Regional Executive	Greenwich and Connecticut	Mapping and Stealth Referencing
Regional Executive	Boston and New England	Mapping and Stealth Referencing
Regional Executive	San Francisco and Northern California	Mapping and Stealth Referencing
Regional Executive	Philadelphia PA/DE	Mapping and Stealth Referencing
Regional Executive	Washington, D.C and Mid Atlantic	Mapping and Stealth Referencing
Regional Executive	Midtown New York	Mapping and Stealth Referencing
Sales Manager	New York	Mapping and Stealth Referencing
Regional Executive	Baltimore	Mapping and Stealth Referencing

Executive Committe and Senior Management Assignments Recently Completed

Head of US Private Client Services	New York	Completed
Head of the US Private Bank, Eastern Region	New York	Internal Candidate Hired
Regional Executive, Private Client Services x2	San Francisco	Completed
Regional Executive, Private Client Services	Atlanta	Completed
Regional Executive, Private Client Services	Atlanta	Completed
Regional Executive, Private Client Services	Winston-Salem	Completed
Regional Executive, Private Client Services	Houston	Completed
Regional Executive, Private Client Services	Chicago	Completed
Regional Executive, Private Client Services	Greenwich	Completed
Regional Executive, Private Client Services	Philadelphia	Completed
Regional Executive, Private Client Services x2	Boston	Completed
Regional Executive, Private Client Services	New York	Completed
Regional Executive, Private Client Services	Miami	Internal Candidate Hired
Regional Executive, Private Client Services	Los Angeles	Open
Sales Manager	Los Angeles	Cancelled
Regional Manager	Mid Atlantic	Completed
Managing Director/WealthAdvisor	Western Region	Completed
Senior Financial Advisor	Miami	Completed

US UHNW Brokerage Assignments Recently Completed

Private Client Advisor x2	Palm Beach	Completed
Private Client Advisor x3	Greenwich	Completed
Private Client Advisor x6	San Francisco	Completed
Private Client Advisor x2	New York	Completed
Private Client Advisor x4	Los Angeles	Completed
Private Client Advisor	Winston-Salem	Completed
Private Client Advisor	Philadelphia	Completed
Private Client Advisor	Boston	Completed
Private Client Advisor x3	Washington, D.C.	Completed
Private Client Advisor x6	Dallas	Completed
Investment Advisor x2	San Francisco	Completed
Investment Advisor	Los Angeles	Completed
Financial Advisor x3	Chicago	Completed
Financial Advisor x2	San Francisco	Completed

Europe, Middle East and Africa

Private Wealth Management Track Record

General Manager	Swiss	Completed
Co Head of Europe	Swiss	Completed
Senior Private Banker x3	Turkey	Completed
Head of Onshore Russian Private Banking x2	Moscow	Completed
Senior Private Banker x2	Czech Market	Completed
Senior Private Banker x3	Polish Market	Completed
Head of Credit & Lending - EMEA	London	Completed
Senior Hedge Fund Product Speacialist	Asia - Hong Kong	Completed
Hedge Fund Sales, European Intermediaries	London	Completed
Senior Private Banker x2	Mexican Market	Completed
Senior Private Banker x2	Brazillian Market	Completed
Senior Private Banker	Columbian Market	Completed
Head of Private and Institutional Asset Management	Middle East	Completed
Senior Private Banker	Kuwait	Completed
Head of Private Banking	French Market	Completed
Senior Private Banking x3	France	Completed
Senior Private Banker x4	UK & Ireland	Completed
Senior Private Banker	Latin America	Completed
Head of Strategic Wealth Advisory	Germany, UK & Switzerland	Completed
Senior Private Banker - Institutional Wealth Management	Germany, Middle East, UK & Switzerland	Completed
Head of Product Development	EMEA	Completed
Head of Intermediary Sales	Channel Islands	Completed
Executive Director, Hedge Fund Strategies	UK	Completed
Senior Private Banker	Asia - East, South & West	Completed
Senior Private Banker x4	UAE	Completed
Senior Private Banker	Abu Dhabi	Completed
Senior Producer	Saudi	Completed
Head of UK Private Banking Platform	Saudi Market	Completed
Global Head of Fixed Income	UK	Ongoing
Senior Discretionary Portfolio Manager, EMEA	UK	Ongoing
Global Head of Latin America	Switzerland	Completed

Asset Management Track Record

Alternative Advisory Group x12	EMEA	Completed
Senior Sales Professional, Capital Market Sales Group	Asia	Completed
Fund of Hedge Fund Sales	London	Completed
Senior Third Party Distribution Europe Sales & Marketing	Frankfurt	Completed
UK Third Party Distribution	London	Completed
Liability Portfolio Manager	London	Completed
Head of Fiduciary Management	London	Completed
European Business Development	London	Completed
Investment Strategist (Pension Fund)	London	Completed
Investment Strategist (Insurance Company)	London	Completed
Global Distributor Sales	UK	Completed
Global Distributor Sales	Scandinavia	Completed
Third Party Wholesale Distribution	Germany	Completed
Senior Business Development Director	Sweden & Finland	Completed
Client Relationship Manager/Sales Support	Sandinavia	Completed
Head of Sales (Institutional & Third Party Distributions)	Scandinavia	Completed
Head of European Compliance	Germany	Completed
Senior Business Development Director	Denmark & Norway	Ongoing
Senior Institutional Sales	France	Completed
Senior Institutional Sales	Gemany	Ongoing
Senior Institutional Sales	Netherlands	Ongoing

Executive search firm with a dedicated focus on wealth and investment management

The Americas

Europe, Middle East and Africa