The Willis Partnership


Sectors and Functions
Case Histories
Willis Papers

Case Histories

Media and Marketing
Financial Services
Further Case Histories

Financial Services

Leading Investment House

This leading multi-manager was looking to replace its Investment Director/CIO who had an industry wide reputation. The successful candidate combined a successful investment career with periods working at a senior level for government and global institutions.

Investment Boutique

This investment house with an outstanding record had a major gap
in its UK equities performance. The entire market was screened
and only those with a strong transparent performance record were approached. The successful candidate had a strong reputation
in the market.

International Consultancy

This international consulting firm needed to fill a key position in its London operation if it was to operate to its full potential in the UK market. The individual chosen had a high profile in the UK, US and Bermudan markets and was seen as a significant addition by the market as a whole.

Medium Sized Lloyd’s Broker

This privately owned Insurance operation was facing significant challenges concerning ownership and future strategy. The role required a heavyweight individual who could win the confidence of the shareholders as well as be recognised as a coup by the market at large. The individual selected had an industry-wide reputation and soon became an integral part of the company’s change programme.

Fund of Hedge Funds

This well established and top performing Fund of Hedge Funds
was looking for a new Head of Marketing with a global brief.  
The successful candidate had had an outstanding career as an Investment Banker with a leading global firm and was looking
to apply his skills and experience in a new and challenging environment.

Further Financial Services Case Histories

A top three life assurance company was seeking to replace the Director of IFA Operations. The entire market was searched and the appropriate individual was found within a competitor organisation. He has subsequently been appointed to a Managing Director role. The Willis Partnership was later retained to identify a UK Director of Marketing.

A listed general insurance broking group, following a corporate governance review needed to separate the roles of Chief Executive and Chairman, upon which a search was conducted for a new Chairman. The individual appointed had been head of a major European consulting operation.

A leading composite insurance company with international operations was seeking to replace its retiring Chief Executive. A market wide search was carried out, including the consideration of internal candidates from the UK and overseas - an external candidate was appointed.

A long established life assurance company, for whom The Willis Partnership had previously acted in the appointment of its Chief Executive - searches were completed over a period as part of a major change programme, for Finance Director, Chief Operating Officer, Director of Risk and a number of Non-Executive Directors.

A head of compliance was identified from within the industry for a US investment house establishing a major presence in the London market.

An investment company seeking a new Chairman commissioned a search resulting in the appointment of a major industry figure to this leadership role.