For Teams

For teams wishing to move to another company

Teams consider moving platforms for many reasons: frustration with a firm that been unable to monetise their strong performance; operational or resourcing constraints preventing them from growing their franchise; or broader corporate issues that prevent them securing or retaining consultant ratings. Some teams feel a sense of ‘cultural drift’ arising from a merger or change in senior leadership vision. Others seek greater autonomy, or a more transparent or fairer alignment of remuneration with growing assets and the profitability of the team.

For team leaders

A successful lift-out gives leaders the chance to keep their team, process and track record intact, shape their own franchise and operate with the backing of a firm committed to their long-term success.

For team leaders, a platform move can offer:

Greater commercial alignment
Improved revenue participation
Access to the resources needed to scale their strategy
Better distribution support
A stronger brand
A more coherent cultural fit
A corporate environment that allows the team to secure consultant ratings or regain lost momentum

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