Wealth Management

Westwood Partners serves a broad range of wealth management firms, from the leading global private banks to start-ups, independent investment advisors, and multi-family offices. Our wealth management consultants include former portfolio managers and private client advisors with deep knowledge of the comprehensive array of wealth management products and services and established relationships with high net worth clients.

We differentiate ourselves by bringing idea generation and innovative solutions, such as team lift outs and acquisitions, to our wealth management clients. Westwood leverages our extensive network of leaders in private equity, mergers and acquisitions, and corporate strategy that are currently engaged in or are expanding into wealth management.

Westwood has extensive expertise recruiting senior executive and mid-level professionals across the full spectrum of wealth management:

  • CEOs and Heads of Regions, Divisions and Businesses
  • CIOs and Market Strategists
  • Client Relationship Managers
  • Business Development Officers
  • Portfolio Managers and Investment Analysts
  • Product Specialists
  • Trust Officers
  • Private Bankers

Team Biographies: