Posted - 1 Sep 2023

Location - UK



A new Family Office is seeking a Senior Advisor to the Investment Committee to strengthen the investment process, to offer guidance and counsel on investment strategy and allocation. The Family Office was set up as an investment vehicle to both maximise return on the existing and newly generated assets, provide capital preservation, diversity from risk and it currently manages a portfolio of financial assets of circa €200 million (value of operating businesses are not included).


The role of the Senior Advisor will be to advise the CEO and the CIO of the holding company on their investment structure, asset allocation, strategy, team, process, etc. and be an experienced voice during the investment decisioning process. As a non-executive director, the candidate will be expected to commit one to two days per month plus time needed for preparation. The ideal candidate would currently be involved in a similar capacity with a portfolio of other Family Offices.


The successful candidate will be a highly experienced leader, likely a veteran non-executive director, advisor and investor and have significant experience working within a Single Family Office setting. They will have a proven track record of developing strategy and driving organisational change and be able to disseminate sophisticated advice in a clear and digestible fashion. They will likely have built, led and advised investment teams managing a significant pool of assets and covering global, multi-asset class investments, using a combination of top-down global macro and bottom-up analysis.


Current investments are covered by a broad, uncomplicated asset allocation strategy with a focus on Public & Private equity & Fixed Income. They invest globally, through top-tier investment managers.


Key requirements:

  • Understand the Family Office’s investment objectives
  • Advise on asset allocation, investment strategy to support objectives
  • Advise and evaluation of investment team structure, competences, leadership
  • Advise on investment search/selection/approval principles, processes and tools
  • Advise on risk-return evaluation principles and target returns for different asset classes
  • Provide input into investment decisions that go before the investment committee
  • Provide fresh perspectives and breadth of experience to the investment committee.
  • Bring an impartial and objective viewpoint to the investment committee.
  • Bring the skills and experience needed to fill the gaps to help family members understand underlying investments.
  • Help nurture and develop the next generation from an investment perspective.


To apply or find out more, please email your latest CV to Jack Ryan ( or call on +44207 043 1408.


Ref: AGR775

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