Team Move - US & EMEA Team

The Challenge

01

Godliman was approached by a franchise leader within an EMEA-headquartered Asset Manager, who wished to relocate to the US, and so had arranged an exit from his current employer.

02

He had successfully built a well-established Emerging Markets franchise with a strong EMEA client following.

03

Ideally, he wished to find a new position in the US, which would allow him to run a similar strategy and draw on his existing EMEA client base.

04

The team leader did not know which houses might have an interest in considering his highly differentiated product as he lacked specific knowledge of firms with trans-Atlantic client bases and operations.

The Solution

Best-Fit Research

Godliman worked with him over a period of 6 months to discreetly identify potential houses that might provide a supportive platform for his franchise.

Based on our existing knowledge of the market, we were quickly able to identify two US-based firms which would be prepared to support a new Emerging Markets franchise, and which had distribution capabilities in EMEA, to draw on the team head’s existing EMEA client relationships.

Using a carefully structured process, we made initial enquiries with the CEOs within these firms and set up early interviews.

Both firms expressed a strong interest. However, the meeting with the second firm resulted in such a close alignment of visions and strong cultural fit, that they became the clear front runner.

The appointment required the regional CEO to build a business case to seed two Emerging Markets funds, to help launch the new strategy.

The proposal was quickly signed off, authorising the hire of the team head and two former colleagues.

We also ensured legal restrictions were adhered to and that there was no breach of restrictive covenants through careful management of the process.

The Results

Godliman moved a three-person team to a new platform, with the team leader based in the US and two colleagues in London, completing the process within nine months.

If you are a franchise leader feeling dissatisfied with your current platform, please visit our Team Moves page or contact us for an exploratory discussion on how Godliman may be able to help.

Testimonial

I would be extremely likely to recommend them due to their excellent communication and preparation. Candidate profiling is a real edge and will result in a better organisational fit.

Team Move, Client

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