csa overview 2016

Permanent & ContractRecruitment Solutions

Wealth & LegalRecruitment Specialists

Enabling Exceptional Careers

Carlton Senior Appointments exists to enable

exceptional careers around the world; we

connect exceptional talent, with exceptional

opportunities.

Carlton Senior Appointments is a market leading

specialist within the Wealth Management sector

offering a discrete and professional service the team

are experts in placing “front office” individuals, from

private bankers and relationship managers through

to investment managers and advisors.

In today’s marketplace, a global view is essential when

identifying talent. Carlton Senior Appointments’

growing network of interconnected offices combine

local knowledge with global reach, providing you

with valuable visibility of talent movement across

the globe, offering professionals a unique view of

where their career could take them, and a supply of

talent that others are likely to overlook.

We believe that every professional should benefit

from the advice of a trusted partner throughout

their career. We provide that partnership to

mid to senior level professionals within Wealth

Management through our network of micro

specialist consultants..

Make Carlton Senior Appointments your search partner; make your talent exceptional.


Enabling Exceptional Careers

TEAM COVERAGE

Corporate & Fund ServicesPrivate Client Services

Private Banking & Wealth ManagementLegal

Part of Phaidon Internationalwww.carltonseniorappointments.comenquiries@carltonseniorappointments.com


Enabling Exceptional Careers Part of Phaidon International

WHY WORK WITH US

www.carltonseniorappointments.comenquiries@carltonseniorappointments.com

TEAM COVERAGE



GLOBAL

Our network of offices gives you access to a global

candidate pool.

SPECIALISTS

Our teams are structured to mirror your company’s

departments, ensuring you have access to subject

matter experts.

KNOWLEDGE

We provide you with industry insights and global

salary benchmarks to support searches.

SEARCH

We adapt our search approach to meet the

assignment requirements.

COMPLIANCE

You gain access to our dedicated compliance team,

who ensure regulations are met in over 60 countries.

EFFICIENCY

We are renowned for our speed, accuracy and

efficiency, generating savings for clients and reducing

time to hire.

Client DrivenRecruitment

Enabling Exceptional Careers Part of Phaidon Internationalwww.carltonseniorappointments.comenquiries@carltonseniorappointments.com

SEARCH

We adapt our search approach to meet

the assignment requirements.

CONSULTATION

Our aim is to understand the role in detail

and its importance to your business.

OFFER MANAGEMENT

We manage the offer negotiation process,

including verbal and contract stages and

remain involved during notice periods.

SELECTION

We will provide you with a shortlist of

candidates that meet the requirements

defined at the consultation stage.

INTERVIEW

We provide full support to both parties

during the interview process from

arrangement to consultation and decision

support.

3

1

2

4

5

6POST PLACEMENT CARE

We maintain regular contact with both

parties after the start date to ensure

continued success of the partnership.

CandidateLandscape


• Actively seeking a new job; ready for a move.• Recruitment activity is focused on live roles.• Candidate sourcing is driven by job boards, advertising and databases.• Highest volume of candidates.

ACTIVE TALENT Actively seeking a new job; ready for a move

• Activity driven by knowledge of specific job responsibilities and understanding of the market.• Waiting for the right opportunity.• Sourcing driven by networking on network referrals, talent pipelining and headhunting.• Delivered by experienced recruiters.

PASSIVE TALENT Waiting for the right opportunity

• Recruitment activity focused on matching a niche skill set with a specific need.• Sourcing driven by systematic identification, market and social mapping and head-hunting,• Delivered by experienced search consultants.• Lowest volume of candidates.

NICHE TALENT Would only move for the perfect position3

1

2

Candidate AttractionMethodology


ACTIVE TALENT

PASSIVE TALENT

NICHE TALENT

NETWORK REFERRALS

We maximise the value of our

candidate pool and extensive network

by offering a unique and global referral

scheme.

CAREER PORTALS

We invest extensively in our access

to active talent and have one of the

highest advertising budgets in the

industry.

PHAIDON DATABASE

We have an international database of

specialist candidates that have been

coded by skill allowing us to identify

talent in specific and related industries.

MARKET MAPPING

We map the most outstanding profes-

sionals in the market, ensuring an in-

depth and current view of in-demand

industry talent.

HEADHUNTING

We are experts in sourcing and

approaching niche industry talent

delivering a shortlist of talent

unavailable in the active market.

SOCIAL MAPPING

We use a candidate targeting technique

that profiles the online behaviour of

niche candidates, engaging relevant

individuals with bespoke content.

CAREER PARTNERSHIP

We continue to add value to our network by providing career advice, industry insights, hiring

resources and facilitating exclusive industry events.


www.carltonseniorappointments.comenquiries@carltonseniorappointments.comEnabling Exceptional Careers Part of Phaidon International

Partner Search (multi-speciality)Banking & Finance

CorporateFunds M&A

Private Client Tax

LEGAL

Relationship Management & Financial AdvisoryInvestment Advisory & Counsel

Portfolio Management & Wealth StrategyBusiness Development

Broker DealerBranch Management

Product Specialists & Execution

PRIVATE CLIENT SERVICES

Corporate AdministrationPrivate Equity

Fund AdministrationCorporate Services - Legal

CORPORATE & FUND SERVICES



WEALTH MANAGEMENT

PRIVATE BANKING & WEALTH MANAGEMENT

Trust ServicesFamily Office Specialists

Client Services Wealth Planning

Corporate & FundServices Recruitment


TEAM COVERAGE

Corporate AdministrationPrivate Equity

Fund AdministrationCorporate Services - Legal

Carlton Senior Appointments is a leading executive

recruitment provider for senior level, strategic and

business critical appointments across the Corporate

and Fund Services sectors.

Each team specialises in a niche industry sector,

offering clients access to a diverse network of

industry professionals. This enables us to provide an

incredibly thorough and responsive service tailored

to our client’s needs.

At Carlton we have an extensive international

network that enables us to provide the very

best local and international talent. With an in-

depth knowledge and experience of international

relocations Carlton Senior Appointments are able

to provide a service that exceeds other ‘local’

agencies.





business critical appointments across the Private

Client Services industry.



industry professionals providing access to the

best local and international talent. This enables us

to provide an incredibly thorough and responsive

service tailored to our client’s needs.

With the teams in-depth knowledge and experience

of international relocations Carlton Senior

Appointments are able to provide a full partnership

to all clients.


Private ClientServices Recruitment


TEAM COVERAGE

Trust ServicesFamily Office Specialists

Client Services Wealth Planning


PRIVATE CLIENT SERVICES


recruitment provider experts in sourcing senior

legal professionals.



industry professionals providing access to the

best local and international talent. This enables us

to provide an incredibly thorough and responsive

service tailored to our client’s needs.




to all clients.


LegalRecruitment Specialists


TEAM COVERAGE

Partner Search (multi-speciality)Banking & Finance

CorporateFunds M&A

Private Client Tax

LEGAL



business critical appointments across the Private

Banking & Wealth Management sector.


offering clients access to a diverse network of industry

professionals providing access to the best local and

international talent. This enables us to provide an

incredibly thorough and responsive service tailored

to our client’s needs.




to all clients.


Private Banking & Wealth Management


TEAM COVERAGE

Relationship Management & Financial Advisory

Investment Advisory & Counsel Portfolio Management & Wealth Strategy

Business DevelopmentBroker Dealer

Branch ManagementProduct Specialists & Execution

PRIVATE BANKING & WEALTH MANAGEMENT

Corporate & Fund ServicesPrivate Client ServicesPrivate Banking & Wealth ManagementLegal

WEALTH MANAGEMENT

CFO FunctionsOPEX & Supply ChainProcurementProperty & ConstructionSales & Marketing

CORPORATE LEADERSHIP

Cyber SecurityData ScienceInternet of ThingsNetworks, Systems & InfrastructurePayments

CONNECTIVE TECHNOLOGY

Learning & DevelopmentHuman ResourcesOrganisational DevelopmentTalent ManagementTechnology

HUMAN CAPITAL MANAGEMENT

CONNECTIVE TECHNOLOGY

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SANCUS ASSOC

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GR O U P C O V E R A G

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I utilised the services of Carlton Senior Appointments earlier this year

to place an experienced Trust Associate within our organisation. The experience

was impressive from start to finish. The consultant listened to my criteria and

presented only candidates that fitted the precise experience and compensation

requested. The communication prior to, immediately after and upon offer to

their candidate who was, as anticipated, of the highest calibre was exemplary.

This was a real partnership interaction. The consultants listened and responded

with an ideal candidate who was offered a job immediately. Quick, simple, but

more importantly, professional, respectful and beyond reproach. I would have no

hesitation in recommending them and using them again. They deliver on their

word. Simple yet reassuring stuff.

CEOInternational Bank Trust

“

ClientTestimonials

“ Carlton Senior Appointments helped me fill a key position with Global

responsibilities, providing high calibre candidates and managing communications

effectively. The Carlton Senior Appointments team displayed a real appreciation of

the brief, the role and the type of individual required. They supplied a number of

candidates and managed candidate expectations and feedback very professionally.

I will definitely use Carlton Senior Appointments again.

Managing DirectorMulti-Family Office

Part of Phaidon Internationalwww.carltonseniorappointments.com | [email protected]

“ The consultants at Carlton Senior Appointments provided me with several

well selected profiles matching the requirements of my team and organisation.

The team convinced me through persistence and high quality. I would recommend

them for similar searches.

Head of Private BankingPrivate Bank

“ When recently deciding on an employer and career change I met with

a number of recruitment consultants, but the consultants at Carlton Senior

Appointments stood out from the rest. They took the time to understand my

transferable skills, career aspirations and requirements. They regularly updated

me on progress and were forthcoming with ideas and opportunities that I had not

considered. This differed from a number of other recruitment consultants I spoke

with who seemed focused on placing me in a job as opposed to understanding

my longer term career aspirations. Their hard work and commitment resulted

in securing a position in a reasonably short time frame, but more importantly, a

great fit for me. I would be happy to recommend Carlton Senior Appointments

to others who are in a similar situation as I was.

DirectorWealth Management

Just a short note to thank the whole Carlton Senior Appointments team,

for the high degree of professionalism shown. Thank you for managing to place

me with a reputable bank at a time of international crisis. I speak highly of Carlton

Senior Appointments to others on both sides of the equation – employer and

employee. I appreciate the communication made throughout the process and

after the appointment to ensure that all was well after the commencement of

work.

DirectorPrivate Bank

“

CandidateTestimonials

Part of Phaidon Internationalwww.carltonseniorappointments.com | [email protected]

GroupAwards


46 AWARDS SINCE 2009

I N T E R N A T I O N A L

2016• Best Medium Sized Staffing Firms to Work For (USA) - Staffing Industry Analysts

• Sunday Time Best 100 Times to Work for - Sunday Times Best Companies 2016 (UK)

2015• One of The Best and Brightest Companies to Work for 2015 (USA)

• Award For Excellence In STEM Recruitment 2015 - Corporate Vision Recruitment Awards

• 3rd Fastest Growing Company of the Year 2015 (USA) - Staffing Industry Analysts

• Best Banking Recruitment Company of the Year 2015 (Singapore) - Recruitment International Asia Awards

• 40th Best Britain’s Mid-Market Private Companies - The Sunday Times HSBC International Track 200 2015

• Best Large Recruitment Agency - Recruiter Awards 2015

• 23rd Best Small Company to Work For (UK) - Sunday Times Best Companies 2015

2014• The International Recruitment Company of the year - Recruitment International Awards 2014

• The Growth Company of the Year - Recruitment International Awards 2014

• Best Client Satisfaction Award - Inavero’s Best of Staffing Client Awards 2014

• Best In-house Training Award - Global Recruiter Awards 2014

• Listed 36th Best Small Company to Work For (UK) - Sunday Times Best Companies

• A Top 250 Recruitment Company - Recruitment International

csa overview 2016

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