Senior Partner | London, UK

Leverton Search; London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A dynamic multi-family office is seeking an experienced Private Wealth Adviser based in London or the UAE. The ideal candidate possesses a portable book of 15-25 wealth clients and has a strong track record in private wealth management. This role offers a unique opportunity to drive growth and share in the business's long-term success within a tailored investment platform.

Qualifications

• A portable book of 15–25 wealth clients.
• Experience transitioning clients from a large bank to a more agile platform.
• Strong track record in private wealth management.

Responsibilities

• Engage with complex, multi-asset strategies including private markets.
• Drive growth within the firm.
• Provide tailored investment solutions.

Skills

Client ownership

Revenue generation

Multi-asset strategies

Job description

Our client is a dynamic and entrepreneurial multi-family office established in 2021, serving high-net-worth individuals and select institutional clients across the UK, Latin America, Israel, and other global markets. Headquartered in London and expanding across the Middle East, the firm offers fully integrated investment solutions, including both liquid and alternative assets, across discretionary and advisory mandates.

What sets this firm apart is its unique positioning beyond traditional wealth management. Approximately 40% of its activity is centred around structuring and syndication, including bespoke portfolios, hedge funds, private equity, and structured products. The team also provides specialist services in lending, FX, payments, and corporate finance, particularly to mid-cap corporates, without holding client money directly.

Led by a former investment and private banker, the business is both profitable and sustainable, operating with a highly efficient platform that delivers significant value to clients. The current team of six is growing, with expansion underway in the UK and Middle East.

The Opportunity:

Our client is seeking an experienced Private Wealth Adviser at a senior level, ideally based in the UAE (Abu Dhabi or Dubai) or London.

The ideal candidate will have:

• A portable book of 15–25 wealth clients.
• A track record of revenue generation and strong client ownership—gained in a private wealth management role, ideally within a multi-family office or entrepreneurial private bank.
• Experience transitioning clients from a large bank to a more agile and tailored platform.
• A solutions-led approach, comfortable engaging with complex, multi-asset strategies including private markets and structured products.

This is a unique opportunity for a commercially minded individual to plug into an established platform with multi-jurisdictional reach, drive growth, and share in the long-term success of the business.

For a confidential discussion, please get in touch.

Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.

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