Credencia Executive.
Your Retained Search Partner - Always Strategic, Always Discreet.
What It Is.
Credencia Executive is our retained search offering for leadership roles within transformative wealth management firms. We specialise in identifying senior professionals who shape culture, drive growth, and define reputation. Credencia Executive delivers discreet, high-impact search for senior appointments across the private client sector. Whether you're a boutique wealth manager, national firm, family office, or investment platform, we help you identify leaders who shape culture, drive growth, and build legacy.
Who It’s For.
Boards, founders and managing partners seeking transformative hires. Individuals who bring strategic clarity, emotional intelligence, and sector credibility to the boardroom and senior management. Whether you're planning succession, expanding leadership, or refining your proposition, we help you hire with conviction.
How It Works.
Our process is discreet, rigorous, and insight-led. Every search is led by senior expertise and tailored to your firm’s ethos:
Strategic briefing and leadership calibration
Market intelligence and discreet outreach
Boutique-level candidate engagement
Interview support and offer management
Post-placement integration and advisory.
Why It Works.
Because senior hires aren’t just placements, they’re legacy decisions. Our retained model ensures focus, alignment, and pace. We protect your time, elevate your brand, and deliver introductions that endure.
Executive Leadership
Chief Executive Officer (CEO)
Chief Operating Officer (COO)
Chief Financial Officer (CFO)
Chief Commercial Officer (CCO)
Chief Investment Officer (CIO)
Chief Client Officer (CCO)
Chief Strategy Officer (CSO)
Chief Risk Officer (CRO)
Chief Compliance Officer (CCO)
Chief Technology Officer (CTO)
Chief Marketing Officer (CMO)
Chief People Officer (CPO) / HR Director
Board & Governance
Non-Executive Director (NED)
Chairperson / Board Chair
Advisory Board Member
Governance & Ethics Lead
Practice & Regional Leadership
Managing Director
Regional Director / Area Lead
Partner / Equity Partner
Head of Division (e.g. Planning, Investment, Compliance)
Succession-ready Principal / Incoming Owner
Discover what's possible with Credencia Executive.
Our partnerships often begin with a trusted introduction, a candid conversation, and more often than not a pivotal challenge that calls for an exceptional leader. We’re here when it matters most.
