overview

The financial services sector has been revolutionized over the past 30 years – as have the leadership skills required to drive success in this rapidly changing marketplace.

Caldwell Partners has played an important role in this evolution across all key markets, from asset management, consumer and commercial banking to insurance, investment banking and wealth management/family offices.

We have more than four decades of experience working with North American financial institutions to build teams and individuals that lead the industry in innovative practices, sound management, diversity initiatives, synergistic M&A and new product development. We are unmatched in the depth and breadth of our expertise in the financial services sector, and have the insight and resources to continue to help organizations meet new opportunities and challenges as they arise.

Our team has completed more than 6,000 executive search projects within every type of financial services entity.

Our search areas include

  • Asset management, hedge funds and alternative asset management
  • Capital markets/trading and sales/electronic markets/energy and commodities
  • Commercial and universal banking
  • Consumer finance
  • Credit card
  • Investment banking/corporate finance and research/private equity
  • Real estate finance
  • Wealth management, private banking and trust