Private Wealth Management

The Global Private Wealth Management team at Options Group comprises some of the most highly regarded specialists in the search industry.

Private Wealth Management

Options Group’s Private Wealth Management coverage was established in 2011 in Zurich and has since grown into a global team of highly regarded, experienced professionals based across our 15+ global offices. Specializing in full spectrum Private Bank coverage, the team works as strategic advisors to provide assistance with talent planning, acquisition, and retention for clients that range from boutique firms to global institutions in both developed and emerging markets. We cover EMEA, Americas, LATAM and APAC.

Private Wealth Management

senior-level mandates worldwide

The Options Group PWM team partners with clients on a wide variety of roles, including leadership positions, desk heads, financial advisors, private bankers/relationship managers, portfolio/investment managers, product specialists, traders, investment advisors/counsellors, compliance roles, and trust professionals. With an in-depth understanding of each role’s specific requirements, we provide strategic solutions and tailor-made advice for our clients.

With PWM set to undergo significant change, Options Group is dedicated to helping our clients navigate the coming years successfully. Our team understands the importance of talent diversity and inclusion, ESG, compliance, and the implications of DeFi.

As a result, it is committed to building a diverse talent pipeline geared towards the future. Our dedicated research team, OGiQ, provides clients with the latest market intelligence and insights, helping them make informed decisions. With a global coverage team that offers local expertise and speaks many languages, we are proud to be a go-to partner which provides best in class services to our clients.


Meet our specialist Private Wealth Management team.


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  • FX Sales

    Senior Manager
    Global Investment Bank

  • Private Wealth Advisor

    Managing Director
    Regional Private Wealth Manager

  • Head of Middle East

    European Investment Bank

  • Head of Credit

    South American Investment Bank

  • Head of Private Banking

    Swiss Private Bank

  • Regional Head & Client Advisor

    Swiss Investment Bank

  • Global Family Office

    Swiss Investment Bank

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