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Asset & Wealth Management

 

The Asset & Wealth Management practice provides both executive search and leadership development consulting services to a range of organisations from asset and wealth managers to insurers, private equity, pension funds, sovereign wealth funds and other asset owners in the UK, Europe, Middle East and North America. Our principal focus is to support and advise business leaders and owners in identifying, hiring and developing the best talent available at board and leadership level.

 

We regularly conduct work at board (Chair and Non-Executive Director) level as well as executive level including Chief Executive, Chief Investment Officer (and asset class head), Chief Commercial / Distribution Officer and regional / country head level. In combination with our Corporate Functions practice we have significant experience at C-level across Finance, Risk, Operations, Technology, Compliance and People functions. In addition, we support clients on the Leadership Development & Assessment side through our Pantheon Leadership business.

 

Key Contact

Charles Harvey

Director & Head of Asset & Wealth Management

Team

Karin Barnick

Head of Board Practice

David Scholfield

Senior Associate

Vicky McFarlane

Associate

Hannah Russell

Executive Assistant

Charles Harvey

Director & Head of Asset and Wealth Management

Charles Harvey

Director & Head of Asset and Wealth Management

Charles joined in 2012 to build the Asset & Wealth Management practice.  This practice serves a broad range of investment-related organisations including asset managers, wealth managers, insurers, sovereign wealth funds, private equity and pension funds.  Charles leads this work and has extensive experience at Board and C-suite level as well as broader leadership roles.  The practice is international and works with clients across Europe, the Middle East and North America.


Alongside the day job, Charles has recently gone back to basics by acquiring a very energetic young dog and as a first time dog owner has discovered that it is not all plain sailing.

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Karin Barnick

Head of Board Practice

Karin Barnick

Head of Board Practice

Karin joined Per Ardua in April 2024 to lead the Board Practice and support the Asset and Wealth Management Practice as it continues to grow internationally. Karin has a long career in Search and Leadership Advisory at C-suite and Board level with a particular focus on diversity and the representation of women on boards and leadership positions in the Financial Services sector.

 

Following an earlier career in Capital Markets at Morgan Stanley and Skandinaviska Enskilda Banken, Karin spent the next 26 years working at Whitehead Mann and, since 2009, Korn Ferry. Her international experience and client and people centric approach has consistently delivered a recognised and positive impact on management and culture. Karin’s involvement with the 30% Club dates to 2015 and she continues to serve as a member of the UK Steering Committee.

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Oji Okolie

Principal, Head of Execution Performance

Oji Okolie

Principal, Head of Execution Performance

Oji joined the firm in 2019 and works across all our practices to ensure execution performance and delivery remains of the highest quality for our clients.  Her responsibilities include leadership of the Research function.

 

Oji is also a real estate specialist and has a strong track record executing searches with Real Estate clients globally including Private Equity, Investment Managers, Sovereign Wealth Fund, Propcos, Operators and Developers.

 

Passionate about increasing greater diversity in financial services, Oji co-chairs the Diversity, Equity and Inclusion Committee at Per Ardua Associates.

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David Schofield

Senior Associate

David Schofield

Senior Associate

David is a Senior Associate at Per Ardua and works on Board, C-suite and senior leadership roles in the Asset & Wealth Management and Real Assets practices.

 

He is responsible for advising clients and executing searches across a broad range of investment-related organisations including asset managers, wealth managers, insurers, sovereign wealth funds, private equity and pension funds, with a particular focus on senior investment and distribution appointments.

 

David holds a BA (Hons.) in Ancient History from the University of Bristol.

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Simon Lowndes

Director & Head of Corporate Functions

Simon Lowndes

Director & Head of Corporate Functions

Simon is a Director at Per Ardua and leads our Corporate Functions practice.

 

Simon joined in 2010 to build Per Ardua’s capability in hiring for executive leaders within the Finance & Actuarial, Risk & Compliance, Operations, and Internal Audit functions.  He works across Investment Management, Real Estate, Insurance, Retail & Corporate Banking, FinTech and Private Equity in the provision of executive search and leadership advisory and is a member of each of these sector practices.  As part of the Board practice, he also undertakes searches for Board Risk and Audit Committee appointments.

 

Simon is also a member of Per Ardua’s D,E&I Committee and is proud to have established our partnership with The Brokerage.  He sits on The Brokerage’s Changemaker Board, with Per Ardua being one of the founding supporters of their Young Leaders Programme.

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Hannah Russell

Executive Assistant

Hannah Russell

Executive Assistant

Hannah is the Executive Assistant to Kate Hammar, Director and Real Estate Practice Leader, Charles Harvey, Director and Asset Management Practice Leader and David Schofield, Senior Associate.

Hannah is proud to have a BA Honours degree in English Literature and is a keen reader.