Overview

• Founded in 2023 and headquartered in London, Samuel Reid Group operates as a solo-employee recruitment agency specializing exclusively in the UK wealth management sector
• Targets boutique firms, family offices, and established financial institutions for talent placement across all organizational levels from entry-level to executive positions
• Focuses on recruiting passive candidates who constitute 70% of the workforce, leveraging specialized industry networks to access untapped talent pools
• Maintains expertise in 7 core wealth management roles: Wealth Managers, Financial Planners, Investment Advisors, Portfolio Managers, Risk Analysts, Compliance Officers, and Client Relationship Managers
• Operates exclusively within the UK market with no physical retail locations, emphasizing digital-first recruitment strategies for national coverage

Specializations

• Leadership placement for wealth management C-suite and department head positions
• Compliance and risk management recruitment for financial institutions
• Client-facing role staffing including Relationship Managers and Financial Planners
• Boutique firm and family office talent acquisition strategies

Services & Approach

• Bespoke candidate sourcing targeting both active (30%) and passive (70%) professionals in wealth management
• End-to-end recruitment process management for roles spanning entry-level analysts to portfolio managers
• Industry-specific candidate vetting using proprietary evaluation metrics for technical skills and cultural fit