Executive Search

Hoffer Executive Search delivers recruitment solutions focused on C-Suite, direct reports and “hard to find” exceptional talent across the global financial services sector.

The world of work is changing. In a global economy people are an increasingly valuable source of sustainable competitive advantage. Organizations need to transform to attract, inspire, motivate, manage, develop and reward their people – or face losing their most valuable assets. We help forward-looking businesses do this.

Major global banks have come to trust our proven experience and expertise: We’ve supported clients across the industry including 17 of the world’s 25 largest banks by asset size.

The Hoffer brand has generated international access to Executives thanks to a network of partners, consultants and associates in more than 20 countries including key talent pool cities: London, New York, Miami, Geneva, Zurich, Paris, Hamburg, Sao Pablo, Mexico DF, Dubai and Singapore.

As a company we provide successful outcomes for clients, through the use of methodology that is rigorous, accountable, transparent and highly planned. We have an absolute focus on, and reputation for, delivery within agreed time-frames.

Appointments on which we advise are often of a difficult and sensitive nature and we seek to work closely with clients to establish an open, honest and trusted relationship. This allows us to search for the “right person”, while at the same time accurately and positively reflecting our clients’ needs in the marketplace. Our search process offers our clients the advantage of our in-depth experience, judgement and consolidated candidate database.

 

FINANCIAL SERVICES SPECIALISTS

Clients view us as “specialists” who are able to work across key jurisdictions within the global financial markets. We add value by providing executive search, recruitment, career planning and business advice to all individuals involved throughout our consulting and assignment activities.

We have advised on an extensive range of senior and upper middle management positions within the following segments:

  • Private Wealth Management
  • Investment Banking
  • Investment Management
  • Broker Dealers
  • Private Equity firms
  • Family offices
  • Asset Management firms
  • Trust & Fiduciary services

We work closely with our clients to identify and recruit individuals in senior-level positions such as Market Heads, Private & Investment Bankers , Financial Advisors, COO, CEO, general counsel, investment advisors and other executive leadership roles.

As with private banking, each search starts with understanding the needs of our client. With representatives in major financial centers we are able to conduct complex and demanding cross border and cross sector searches.

Specific areas of coverage include:

  • Senior leadership roles (CEO, CRO, CFO, COO)
  • General counsel & company secretary
  • Relationship managers/ financial advisors / private bankers
  • Portfolio/investment managers
  • Product specialists
  • Investment advisory/investment consulting
  • Business development roles
  • Risk & finance
  • Legal & compliance
  • Human resources

 

SERVICE PHILOSOPHY

We take a fresh approach to each assignment. We challenge ourselves to think laterally to come up with solutions. We share our knowledge and research with our client throughout the recruitment process.

We base our recruitment service on the following philosophies:

  • Agreed expectations on time frames and delivery of results.
  • A relationship focused approach, based on the highest standards of integrity.
  • Clear and well supported judgments on quality shortlists.
  • Consultancy advice that adds value for clients.
  • Positive outcomes for both the appointee and the client organization.

 

MEETING CLIENT NEEDS

We are able to provide a flexible, tailored approach to meet our clients’ needs.

Options include:

  • Dedicated executive search
  • ‘Ad search’ incorporating advertising and targeted search
  • Advertised selection

We provide our clients with recommended recruitment strategies that work the first time. We operate to agreed expectations on timeframes and delivery of results, and take a personalized, professional approach ensuring successful outcomes and solutions.

Strategy Consulting

Our Strategic Consulting division is focused on helping clients identify growth opportunities and address their most critical management issues locally and internationally.

At Hoffer & Associates we partner with our clients to develop strategies, optimize organizations and financial structures, and create a foundation to drive competitive performance.

Hoffer Consultancy Services supports financial institutions to develop and implement strategies that address immediate challenges while helping them to propel new business development initiatives.

We work alongside all types of banks, asset managers, broker dealers, family offices, private equity firms and investment banks.

While our advisory services cover a variety of topics, we specialize in “transformational” engagements involving re-positionings, re-organizations, and/or sensitive mediations among partners, shareholders, boards, and management teams.

Offering honest, straightforward guidance through an increasingly complex regulatory environment and consumer landscape, we contribute to a superior shareholder return.

Asset & Private Wealth Management Practice

Today, regulatory reform, more stringent capital requirements, risk management considerations, disruptive technologies, a low interest rate environment, and enhanced reporting requirements are all challenges to growth in banking and capital markets. Sophisticated strategies and solutions will be required for financial institutions to gain a competitive edge.

To stabilize your asset and revenue base and maximize future growth, your business model needs to reflect the new, client-centric approach.

Hoffer Consultancy Services helps management teams identify growth opportunities and new service models by combining rigorous analysis and market feedback from our regular interactions with thought leaders in the marketplace.

In recent engagements, Hoffer has assisted:

  • A wealth management service provider in assessing international expansion opportunities to complement its European business. The work was instrumental in supporting the allocation of growth capital to this part of the business.
  • A Private Bank company in developing its three-year international expansion strategy, to take advantage of changing customer behaviors and deliver above-market growth. Our work underpinned the business plan and provided an objective assessment to the management team and shareholders.
  • An independent asset management firm in acquiring a book of business from another financial intermediary company to maximize the inherent value of the business. A central part of the process involved identifying and quantifying national and international growth opportunities.

Business Development

Our global reach and solid network has enabled us to be a trustful source of business opportunities referrals to major private banks and asset managers.

Hoffer & Associates Switzerland plays a major role on “connecting dots” among end-clients, intermediaries and major financial institutions. Therefore, our firm has taken advantage of a constant flow of business opportunities coming from our existing network.

As an example, our typical business referral cases includes the introduction of a new client (prospect) to a Private Bank, an M&A opportunity (origination) or an EAM looking onto a third-party party custodian.

How we do it ?

Our business development initiatives are conducted with extreme discretion and with pre-selected clients.

When it comes to generating leads, our duties typically include:

  • Keeping a healthy relationship and open communication with our current clients.
  • Focused research of organizations and individuals to identify new leads within potential new markets.
  • Researching the needs and challenges of our existing clients.
  • Contacting potential clients to establish rapport and set up meetings.
  • Travelling to onshore markets.
  • Planning and overseeing new marketing initiatives
  • Attending conferences, meetings, and industry events
Hoffer & Associates - Switzerland