Numeris Consulting is renowned for its exceptional ability to source and recruit world-class executives and experts in finance and real estate. Our expertise spans a wide range of industries, with a focus on private banking.
In an increasingly interconnected and globalised world, private banking plays a vital role in managing the wealth of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As the number of HNWIs and UHNWIs continues to rise, so does the demand for customised financial services and investment solutions tailored to their specific needs.
One of the primary functions of private banking is providing comprehensive wealth management services. This encompasses investment advice, portfolio management, and financial planning designed to preserve and grow clients' wealth.
Private banks also offer estate planning services, which are crucial for ensuring that clients' wealth is efficiently transferred to the next generation. Succession planning and the proper structuring of trusts, wills, and other legal instruments help minimise tax implications and ensure that the client's legacy is preserved according to their wishes.
Philanthropy has become increasingly important for HNWIs and UHNWIs, who often wish to make a lasting impact on society through charitable giving. Private banks play a pivotal role in helping clients develop and implement effective philanthropic strategies, which may include the creation of charitable foundations or the provision of grants to support specific causes.
In today's complex regulatory environment, tax planning and compliance are more critical than ever. Private banks offer expert advice on tax-efficient strategies and ensure clients remain compliant with all applicable laws and regulations. This can be particularly important for clients with assets and interests in multiple jurisdictions, as navigating the intricacies of cross-border taxation can be both challenging and time-consuming.
One of the most valued aspects of private banking is the high level of privacy and discretion afforded to clients. Private banks go to great lengths to protect the confidentiality of their clients' financial information and personal data. Additionally, they utilise state-of-the-art security measures to safeguard clients' assets from cyber threats and other potential risks.
At Numeris Consulting, we recognise the critical role that private banking plays in the lives of HNWIs and UHNWIs. Our expertise in this area sets us apart from other recruitment and consulting firms, as we possess an in-depth understanding of the unique challenges and opportunities that exist within the private banking sector.
We understand the importance of remaining compliant with ever-evolving financial regulations. Our extensive knowledge of the legal and regulatory landscape enables us to identify and recruit professionals with the skills and experience necessary to navigate this complex environment and ensure clients' interests are protected.
Trust and fiduciary services are an integral component of private banking, as they help clients protect and manage their wealth across generations. Our expertise in this area allows us to connect clients with experts capable of developing sophisticated trust structures and implementing best practices in fiduciary management.
Our comprehensive understanding of financial markets and investment strategies enables us to find top talent in the field of wealth management. We place professionals with a proven track record of managing complex portfolios and providing smart investment advice.
Building and maintaining strong relationships with clients is at the heart of private banking. At Numeris Consulting, we appreciate the importance of exceptional client service and are skilled at identifying professionals who excel in cultivating long-lasting, trust-based relationships with HNWIs and UHNWIs. Our candidates are well-versed in understanding clients' needs and expectations, as well as delivering tailored solutions to meet their financial goals.
The private banking sector is continually evolving, with technology playing an increasingly significant role in enhancing the client experience and streamlining operations. Our expertise in this area enables us to identify professionals who are well-versed in the latest technological advancements and can help private banks stay ahead of the curve. This includes experts in digital banking, cybersecurity, and data analytics, who can help drive innovation and improve efficiency within the sector.
With clients' assets and interests often spread across multiple jurisdictions, private banking professionals must possess a deep understanding of cross-border issues. Our team at Numeris Consulting has a strong grasp of these complexities and can identify experts with the necessary skills and experience to navigate the global landscape. This ensures our clients receive well-rounded advice and support, regardless of where their interests lie.
At Numeris Consulting, our expertise in private banking is second to none. Our comprehensive understanding of the importance and functionality of private banking in today's world enables us to identify and recruit top-tier professionals who can help our clients achieve their financial objectives. By partnering with us, you can be confident that you are working with a firm that truly understands the nuances and intricacies of this specialised sector.
Das Team von Numeris zeichnet sich durch eine klar strukturierte und vor allem transparente Vorgehensweise aus. So haben wir schnell unseren Fondscontroller gefunden und sind sehr zufrieden mit der Zusammenarbeit.
Scouting for new talent in unknown waters is always challenging. With Numeris, my HR team and I felt very secure in searching for professionals on the German construction market. For us, they are not only a supplier, they are our partner thanks to their transparent communication & effective collaboration. Moreover, a very good relationship has been established on a personal level. We look forward to further cooperation!
With Numeris, we were able to successfully fill several positions in construction management with which we had difficulties in the current market situation. I particularly appreciated the communication with the team and in general the friendly and professional manner of the employees. I simply enjoy working with Numeris.
With the help of the recruiting experts from Numeris Consulting, we were able to fill a vacancy in the HR & Legal department that was difficult to fill. The collaboration was very pleasant, always cooperative and characterized by high efficiency, transparency and professionalism. Through regular reporting and coordination every two weeks, we were always fully informed about the search process. Thanks to Numeris' expertise, we have now found a successor for me who fits very well into our team. We are very happy to recommend Numeris Consulting!
The cooperation with Numeris was pleasant, goal-oriented and professional at any time.
The team at Numeris works very professionally. You can tell immediately that the team has a strong focus and the goals are clearly defined. The cooperation was fun and I would always recommend Numeris.
Mich hat in den Vorab-Gesprächen mit Numeris besonders die datengetriebene Herangehensweise überzeugt. Der Ansatz ist neu und hat für uns auch super funktioniert! Wir konnten unseren CSO sehr schnell besetzen und ich bin total zufrieden mit dem Ergebnis.
With the help of Numeris Consulting, we were able to bring a very challenging search in the finance environment to a successful conclusion and ensure a super team fit, which is enormously important to us, especially for management positions. We were always well informed throughout the entire process and communication was always at eye level. We are happy to recommend the Numeris team and look forward to further projects.
Numeris helped us with hiring a number of IT and functional professionals. Can definitely recommend them as a trusted and competent recruitment company
I hired Numeris to search for our Head of Accounting because I myself was once contacted very sympathetically and individually as a candidate. A change was not an option for me, but I liked the contact from the beginning. The impression was also confirmed to me as a client. I found the cooperation with Numeris to be very cooperative and efficient and I would work with the team again at any time.
With the help of the recruiting experts at Numeris Consulting, we were able to successfully fill a very difficult-to-fill role in the SAP Treasury area within 2.5 months. The collaboration was always characterized by very good advice, communication and transparency, and we really enjoyed it. We are happy to recommend Numeris Consulting and look forward to further joint projects.
The Numeris team is characterized by a clearly structured and, above all, transparent approach. Thus, we quickly found our fund controller and are very satisfied with the cooperation.
We hired Numeris to search for a Senior Credit Risk Expert. From the beginning, we felt we were in the right hands. The team quickly understood what we needed and which people fit into our team. Thank you for the great cooperation!