Wealth & Legal Recruitment Specialists

Permanent & Contract
Recruitment Solutions
Wealth & Legal
Recruitment Specialists
Enabling Exceptional Careers

Carlton Senior Appointments exists to enable
exceptional careers around the world; we
connect exceptional talent, with exceptional
opportunities.
Carlton Senior Appointments is a market leading
specialist within the Wealth Management sector
offering a discrete and professional service the team
are experts in placing “front office” individuals, from
private bankers and relationship managers through
to investment managers and advisors.
In today’s marketplace,a global view is essential when
identifying talent. Carlton Senior Appointments’
growing network of interconnected offices combine
local knowledge with global reach, providing you
with valuable visibility of talent movement across
the globe, offering professionals a unique view of
where their career could take them, and a supply of
talent that others are likely to overlook.
We believe that every professional should benefit
from the advice of a trusted partner throughout
their career. We provide that partnership to
mid to senior level professionals within Wealth
Management through our network of micro
specialist consultants..
Make Carlton Senior Appointments your search
partner; make your talent exceptional.
Wealth & Legal
Enabling Exceptional Careers
TEAM COVERAGE
Corporate & Fund Services
Private Client Services
Private Banking & Wealth Management
Legal
Part of Phaidon International
www.carltonseniorappointments.com
enquiries@carltonseniorappointments.com

Wealth & Legal
Enabling Exceptional Careers Part of Phaidon International
WHY WORK WITH US
TEAM COVERAGE
Legal
GLOBAL
Our network of offices gives you access to a global
candidate pool.
SPECIALISTS
Our teams are structured to mirror your company’s
departments, ensuring you have access to subject
matter experts.
KNOWLEDGE
We provide you with industry insights and global
salary benchmarks to support searches.
SEARCH
We adapt our search approach to meet the
assignment requirements.
COMPLIANCE
You gain access to our dedicated compliance team,
who ensure regulations are met in over 60 countries.
EFFICIENCY
We are renowned for our speed, accuracy and
efficiency, generating savings for clients and reducing
time to hire.

Client Driven
Recruitment
SEARCH
We adapt our search approach to meet
the assignment requirements.
CONSULTATION
Our aim is to understand the role in detail
and its importance to your business.
OFFER MANAGEMENT
We manage the offer negotiation process,
including verbal and contract stages and
remain involved during notice periods.
SELECTION
We will provide you with a shortlist of
candidates that meet the requirements
defined at the consultation stage.
INTERVIEW
We provide full support to both parties
during the interview process from
arrangement to consultation and decision
support.
3
1
2
4
5
6
POST PLACEMENT CARE
We maintain regular contact with both
parties after the start date to ensure
continued success of the partnership.

Candidate
Landscape
• Actively seeking a new job; ready for a move.
• Recruitment activity is focused on live roles.
• Candidate sourcing is driven by job boards, advertising and databases.
• Highest volume of candidates.
ACTIVE TALENT Actively seeking a new job; ready for a move
• Activity driven by knowledge of specific job responsibilities and understanding of the market.
• Waiting for the right opportunity.
• Sourcing driven by networking on network referrals, talent pipelining and headhunting.
• Delivered by experienced recruiters.
PASSIVE TALENT Waiting for the right opportunity
• Recruitment activity focused on matching a niche skill set with a specific need.
• Sourcing driven by systematic identification, market and social mapping and head-hunting,
• Delivered by experienced search consultants.
• Lowest volume of candidates.
NICHE TALENT Would only move for the perfect position
3
1
2

Candidate Attraction
Methodology
ACTIVE TALENT
PASSIVE TALENT
NICHE TALENT
NETWORK REFERRALS
We maximise the value of our
candidate pool and extensive network
by offering a unique and global referral
scheme.
CAREER PORTALS
We invest extensively in our access
to active talent and have one of the
highest advertising budgets in the
industry.
PHAIDON DATABASE
We have an international database of
specialist candidates that have been
coded by skill allowing us to identify
talent in specific and related industries.
MARKET MAPPING
We map the most outstanding profes-
sionals in the market, ensuring an in-
depth and current view of in-demand
industry talent.
HEADHUNTING
We are experts in sourcing and
approaching niche industry talent
delivering a shortlist of talent
unavailable in the active market.
SOCIAL MAPPING
We use a candidate targeting technique
that profiles the online behaviour of
niche candidates, engaging relevant
individuals with bespoke content.
CAREER PARTNERSHIP
We continue to add value to our network by providing career advice, industry insights, hiring
resources and facilitating exclusive industry events.

Wealth & Legal
enquiries@carltonseniorappointments.comEnabling Exceptional Careers Part of Phaidon International
Partner Search (multi-speciality)
Banking & Finance
Corporate
Funds
M&A
Private Client
Tax
LEGAL
Relationship Management & Financial Advisory
Investment Advisory & Counsel
Portfolio Management & Wealth Strategy
Business Development
Broker Dealer
Branch Management
Product Specialists & Execution
PRIVATE CLIENT SERVICES
Corporate Administration
Private Equity
Fund Administration
Corporate Services - Legal
CORPORATE & FUND SERVICES
Legal
WEALTH MANAGEMENT
PRIVATE BANKING & WEALTH MANAGEMENT
Trust Services
Family Office Specialists
Client Services
Wealth Planning

Corporate & Fund
Services Recruitment
TEAM COVERAGE
Corporate Administration
Private Equity
Fund Administration
Corporate Services - Legal
Carlton Senior Appointments is a leading executive
recruitment provider for senior level, strategic and
business critical appointments across the Corporate
and Fund Services sectors.
Each team specialises in a niche industry sector,
offering clients access to a diverse network of
industry professionals.This enables us to provide an
incredibly thorough and responsive service tailored
to our client’s needs.
At Carlton we have an extensive international
network that enables us to provide the very
best local and international talent. With an in-
depth knowledge and experience of international
relocations Carlton Senior Appointments are able
to provide a service that exceeds other ‘local’
agencies.

business critical appointments across the Private
Client Services industry.
industry professionals providing access to the
best local and international talent. This enables us
to provide an incredibly thorough and responsive
service tailored to our client’s needs.
With the teams in-depth knowledge and experience
of international relocations Carlton Senior
Appointments are able to provide a full partnership
to all clients.
Private Client
Services Recruitment
TEAM COVERAGE
Trust Services
Family Office Specialists
Client Services
Wealth Planning
PRIVATE CLIENT SERVICES

recruitment provider experts in sourcing senior
legal professionals.
industry professionals providing access to the
best local and international talent. This enables us
to provide an incredibly thorough and responsive
service tailored to our client’s needs.
to all clients.
Legal
TEAM COVERAGE
Partner Search (multi-speciality)
Banking & Finance
Corporate
Funds
M&A
Private Client
Tax
LEGAL

business critical appointments across the Private
Banking & Wealth Management sector.
offering clients access to a diverse network of industry
professionals providing access to the best local and
international talent. This enables us to provide an
incredibly thorough and responsive service tailored
to our client’s needs.
to all clients.
Private Banking &
Wealth Management
TEAM COVERAGE
Relationship Management & Financial
Advisory
Investment Advisory & Counsel
Portfolio Management & Wealth Strategy
Business Development
Broker Dealer
Branch Management
Product Specialists & Execution
PRIVATE BANKING & WEALTH MANAGEMENT

Legal
WEALTH MANAGEMENT
CFO Functions
OPEX & Supply Chain
Procurement
Property & Construction
Sales & Marketing
CORPORATE LEADERSHIP
Cyber Security
Data Science
Internet of Things
Networks, Systems & Infrastructure
Payments
CONNECTIVETECHNOLOGY
Learning & Development
Human Resources
Organisational Development
Talent Management
Technology
HUMAN CAPITAL MANAGEMENT
CONNECTIVETECHNOLOGY
CORPORATELEADERS
HIP
HUMAN
CAPITALMANAGEMENT
LEG
AL
PRIVATECLIE
N
T
SERVICES CORPORATE &
FUND
SERVICESPRIVATEBANKI
N
G
&WEALTH
T
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A
M
C O V E R A
G
E
M
IC
R
O
S
P E C I A L I S T S T A F F I N
G
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GLOCOMMS
DSJGLOBAL
S
AN
CUSASSOCIATES
G
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U P C O V E R A G
E
Wealth & Legal

I utilised the services of Carlton Senior Appointments earlier this year
to place an experienced Trust Associate within our organisation.The experience
was impressive from start to finish. The consultant listened to my criteria and
presented only candidates that fitted the precise experience and compensation
requested. The communication prior to, immediately after and upon offer to
their candidate who was, as anticipated, of the highest calibre was exemplary.
This was a real partnership interaction.The consultants listened and responded
with an ideal candidate who was offered a job immediately. Quick, simple, but
more importantly, professional, respectful and beyond reproach. I would have no
hesitation in recommending them and using them again. They deliver on their
word. Simple yet reassuring stuff.
CEO
International Bank Trust
“
Client
Testimonials
“Carlton Senior Appointments helped me fill a key position with Global
responsibilities, providing high calibre candidates and managing communications
effectively.The Carlton SeniorAppointments team displayed a real appreciation of
the brief, the role and the type of individual required.They supplied a number of
candidates and managed candidate expectations and feedback very professionally.
I will definitely use Carlton Senior Appointments again.
Managing Director
Multi-Family Office
Part of Phaidon Internationalwww.carltonseniorappointments.com | enquiries@carltonseniorappointments.com
“The consultants at Carlton Senior Appointments provided me with several
well selected profiles matching the requirements of my team and organisation.
The team convinced me through persistence and high quality.I would recommend
them for similar searches.
Head of Private Banking
Private Bank

“When recently deciding on an employer and career change I met with
a number of recruitment consultants, but the consultants at Carlton Senior
Appointments stood out from the rest. They took the time to understand my
transferable skills, career aspirations and requirements. They regularly updated
me on progress and were forthcoming with ideas and opportunities that I had not
considered.This differed from a number of other recruitment consultants I spoke
with who seemed focused on placing me in a job as opposed to understanding
my longer term career aspirations. Their hard work and commitment resulted
in securing a position in a reasonably short time frame, but more importantly, a
great fit for me. I would be happy to recommend Carlton Senior Appointments
to others who are in a similar situation as I was.
Director
Wealth Management
Just a short note to thank the whole Carlton Senior Appointments team,
for the high degree of professionalism shown.Thank you for managing to place
me with a reputable bank at a time of international crisis.I speak highly of Carlton
Senior Appointments to others on both sides of the equation – employer and
employee. I appreciate the communication made throughout the process and
after the appointment to ensure that all was well after the commencement of
work.
Director
Private Bank
“
Candidate
Testimonials
Part of Phaidon Internationalwww.carltonseniorappointments.com | enquiries@carltonseniorappointments.com

Group
Awards
46 AWARDS SINCE 2009
I N T E R N A T I O N A L
2016
• Best Medium Sized Staffing Firms to Work For (USA) - Staffing Industry Analysts
• SundayTime Best 100Times to Work for - SundayTimes Best Companies 2016 (UK)
2015
• One ofThe Best and Brightest Companies to Work for 2015 (USA)
• Award For Excellence In STEM Recruitment 2015 - CorporateVision Recruitment Awards
• 3rd Fastest Growing Company of theYear 2015 (USA) - Staffing Industry Analysts
• Best Banking Recruitment Company of theYear 2015 (Singapore) - Recruitment International Asia Awards
• 40th Best Britain’s Mid-Market Private Companies -The SundayTimes HSBC InternationalTrack 200 2015
• Best Large Recruitment Agency - Recruiter Awards 2015
• 23rd Best Small Company to Work For (UK) - SundayTimes Best Companies 2015
2014
• The International Recruitment Company of the year - Recruitment International Awards 2014
• The Growth Company of theYear - Recruitment International Awards 2014
• Best Client Satisfaction Award - Inavero’s Best of Staffing Client Awards 2014
• Best In-houseTraining Award - Global Recruiter Awards 2014
• Listed 36th Best Small Company to Work For (UK) - SundayTimes Best Companies
• ATop 250 Recruitment Company - Recruitment International

Wealth & Legal Recruitment Specialists

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