HK Highlights 1 - Digital Magazine Version - Flipbook - Page 18
HALSEYKEETCH.COM
US$50 billion AUM Global Asset
Management Firm, Dual INED Hire Project
The Situation
The Chair and CEO of the US$50 billion
AUM in-house asset management
subsidiary of a major private banking
and wealth management group were
kindly introduced to us by an industry
contact in the spring of 2023.
A need had arisen quite suddenly to
replace one of the long-serving INEDs on
this organisation’s board of directors, who
left an expertise gap on the board for an
Our Process
individual with a portfolio management
background. Additional individuals
were also sought for consideration in
relation to other pending, if less urgent,
succession planning requirements, at
an important point in the development
of the business. An additional dynamic
for consideration was that one of these
appointments would likely step up to
succeed the Chair of the Board over
the medium-term.
The Outcome
Focusing as a priority on our clients’ areas of particular interest, whilst using our
creativity and experience to introduce other ideas to the process, we shortlisted a
total of nine candidates and guided 昀椀ve through the interview stages. At one point
we found ourselves having to make adjustments to the interview schedule, given
one of the interviewer’s ‘Royal Duties’! We eventually helped our client to appoint
two exceptional and highly complimentary new INEDs. Both are impressive
women: one brings the desired portfolio management experience to the board,
whilst the other has a COO and strategy background.
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HK HIGHLIGHTS
Knowing the UK fund board space
extremely well, we were able to
provide our new clients with a
detailed and extensive list of their
potential options, factoring in
their preferences, the need to
avoid con昀氀icts of interest and
‘overboarding’, and the particular
characteristics of this active and
successful but distinctive
organisation.