A quick, confidential estimate of your portability and market position. Not an appraisal, a directional read based on Executive Partners placement data.
Assets under management Under CHF 50m CHF 50m - 150m CHF 150m - 300m CHF 300m+
Gross revenue Under CHF 0.5m CHF 0.5m - 1m CHF 1m - 2m CHF 2m+
Primary client market Switzerland Monaco Israel UK Europe (other) UAE Middle East / Africa (other) Asia LATAM CIS CEE US
Top 5 clients as % of book: 30%
Seniority Under 35 35 - 45 45 - 55 55+
Regulatory licence FINMA (Switzerland) FCA (UK) SEC / FINRA (US) ISA (Israel) DFSA (Dubai, DIFC) ADGM (Abu Dhabi) MAS (Singapore) SFC (Hong Kong) CySEC (Cyprus) BaFin (Germany) AMF (France) CSSF (Luxembourg) CBI (Ireland) Other None currently
Team situation Moving solo Would bring part of a team Would bring a full team
Non-compete / garden leave No non-compete Under 6 months 6 - 12 months Over 12 months Not sure
Product mix Mostly discretionary Mostly advisory Lending-heavy Mixed
See my estimate