Investment and Wealth Management Consulting

Kaye/Bassman’s Investment and Wealth Management Consulting Practice is is the nation’s leading authority on identifying, attracting and retaining singular talent in the Investment and Wealth Management industry.  

As a strategic partner to companies seeking guidance and counsel, we have singular access to leading executives and advisors around the world. Our clients range from bulge bracket firms, medium-sized companies and entrepreneurial start-ups.

We have a unique blend of industry expertise and professional search experience. Our experienced consultants work in teams and are supported by first-rate associates and researchers, and backed by state-of-the-art technology.

Years of senior-level executive experience in the industry, combined with hard work, depth of knowledge and access to the world’s leading financial talent is the foundation for our unparalleled results. We have worked on hundreds of senior-level searches.

We cover all essential functions, includingC- Suite & Executive Leadership, Research, Fund and Asset Management, Operations and Technology, Legal and Compliance, Institutional Consulting, Asset Management, Operations and Compliance, and UHNW Advisor and RIA M&A. Member of our team have served as an Expert Witness in FINRA and SEC arbitrations. 

Tim White | Global Head | Investment and Wealth Management

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