Core-Asset Consulting Corporate Brochure 2019

Core-Asset Consulting Financial & professional services recruitment

Core-Asset Consulting | Financial & Professional Services Recruitment

“Core-Asset puts forward only candidates it thinks will be successful long-term employees.�

- Mark Murray, Chief Operating Officer, Artemis Investment Management

Industry & disciplinary experts We are an independent recruitment company supporting many of the leading organisations across Scotland.

A financial and professional services specialist, our expertise extends across executive search, permanent, temporary and contract positions, as well as pre-employment vetting and contract services.

With a powerful combination of industry and disciplinary experts, our consultants work in close partnership with clients to tailor the most effective recruitment strategies.

Backed by market-leading infrastructure, we have the resources to target exceptional candidates and match them to roles which encourage them to excel.

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EXECUTIVE SEARCH

FINANCIAL SERVICES

ACCOUNTING & FINANCE

LEGAL SERVICES

INTERIM, TEMPORARY & CONTRACT VETTING & CONTRACT SERVICES

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Core-Asset Consulting | Financial & Professional Services Recruitment

Specialist market coverage

Core-Asset Consulting is the number one recruitment partner for many leading organisations based in Scotland.

We have forged an excellent reputation for both the quality of our service and the quality of our candidates.

Our recruitment experience is forged by many years of knowledge and expertise across key industries and disciplines.

Industry experience

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Asset Management Investment Banking Investment Operations Third Party Administrators Global Custody Banking Financial Services & Wrap Providers Life & Pensions Private Client Managers Wealth Managers Private Banking Insurances Houses Public Practices Actuarial Consultancy Practices Management Consultancies Legal Practices

Recruitment specialisms Financial Services Fund Management / Investment Management Sector Analysis & Research Quantitative, Credit & Investment Risk Derivatives Treasury & Equity Dealing Liquidity Management Compliance, Governance & Operational Risk Fund Management Support Company Secretarial Services Fund & Investment Administration Client Services Performance Measurement Trade Support / Share Dealing Relationship Management

Life & Pensions Private Client Management Private Banking Wealth Managers Operations Paraplanning & Sales Support Administration Management / Leadership Technical Training & Compliance Sales & Marketing Mortgage Broking Actuarial Consulting Group Risk

“ We were greatly impressed

by Core-Asset’s enlightened recruitment approach.”

- Stuart Gunderson, Chief Operating Officer, Kiltearn Partners

Accounting & Finance Accounts Payable / Receivable / Billings Advisory Audit Corporate Finance Decision Support & Business Partnership Financial Accounting Financial Director / Financial Controller Financial Planning, Analysis & Modelling Fund / Investment Accounting Management Accounting Part-qualified / Trainee Accountants Payroll Procurement Project / System Accounting Regulatory Reporting / Risk Tax Treasury

Legal Partnership Appointments Senior Associates Legal Directors General Counsel Senior Solicitors Associates Legal Advisors Solicitors Senior Legal Advisors Legal Counsel Paralegals Regulatory Risk & Compliance Company Secretary Human Resources Business Development / Marketing Finance

Marketing & Business Development Communications Generalist Marketing / Events & Publishing Institutional & Retail Sales Product Development / Investment Writing / Research Design & Desk Top Publishing Business Support Services Executive / Personal Assistants & Secretaries Human Resources General Administration & Receptionists IT / Business Analysts / Project Management Legal & Property Support

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Core-Asset Consulting | Financial & Professional Services Recruitment

Our senior recruitment team

With a combined experience of well over 60 years, our senior team is well versed in dealing with the recruitment challenges facing employers in the 21st century.

They are supported by a team of specialist recruitment experts, industry professionals and high-performing graduates.

Betsy Williamson, Director - Asset Management Betsy is the founder and Managing Director of Core-Asset Consulting. She is also responsible for the company’s Executive Search capabilities, where she has built up a reputation as one of Scotland’s premier investment recruiters.

Betsy has spent her entire career within recruitment. While completing a masters in human capital management, she launched Core-Asset Consulting in 2005.

Louise Powrie, Director, Financial & Professional Services Louise is an experienced recruitment specialist with over 18 years experience, originally within the asset mangement sector before focusing on wealth, platform and pensions.

She is responsible for the management of the permanent recruitment team, while also supporting mid to senior roles across asset management, wealth management, platforms, pension, sales, marketing, risk and compliance.

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“ Core-Asset gave us access to the widest possible pool of talent.”

Ross Hunter, Managing Director, CopyLab

Mike Stirton, Director - Core-Asset Solutions & Verify Mike is an experienced recruitment specialist with a career spanning more than 15 years within the asset management and financial services sector in Scotland.

He is responsible for the recruitment of Senior Executive, Business Change and IT roles across a wide range of specialist fields.

Mike also oversees Core-Asset Solutions and Core-Asset Verify, providers of temporary hires at all levels and vetting and on-boarding services respectively.

John Docherty, Associate Director - Accounting & Finance John has over 14 years’ recruitment experience across Financial and Professional Services. He leads the recruitment of senior Accounting and Finance appointments in Scotland. John is also responsible for the continuing development of Core-Asset’s accounting & finance capabilities.

John’s sector expertise includes Public Practice, Asset Management, Retail Banking, Insurance, Wealth Management, Third Party Administration and Legal.

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Core-Asset Consulting | Financial & Professional Services Recruitment

“I’ve confidence in Core-Asset to handle our vacancies professionally, and in the quality of their candidates.”

Margaret Forrest, HR Business Partner, Kames Capital

Temporary and day-rate recruitment The sourcing of high-calibre temporary and day-rate workers is just as important as the recruitment of permanent employees. Not only can they lead to permanent placements through the increasingly common temporary-to-permanent route, but they also offer the business flexibility in navigating through peaks and troughs in workload.

Core-Asset Solutions A division of Core-Asset Consulting, the Core-Asset Solutions team have a passion and dedication to sourcing the ideal candidate on every occasion. We have an appreciation that the time frames involved in interim recruitment can be demanding.

We pride ourselves on our ability to work efficiently in a time restricted manner, while refusing to compromise on quality of service.

Our recruitment services span the entire spectrum of positions across our permanent divisions. Our most common areas include:

Our specialist consultants are fully trained to advise clients on the employment and industry regulations which could impact assignments, including the Agency Workers Regulations (AWR), Employment Agencies Act (EAA) and IR35.

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Customer Services, Investment Administration & Office Administration Business Support, including Secretarial & Human Resources Project Management & Business Analysis Management & Fund Accountancy Finance Risk & Compliance Sales & Marketing

Vetting and contract services A division of Core-Asset Consulting, Core-Asset Verify is a vetting and contract service provider with the highest levels of expertise and engagement at its heart. Unique within Scotland, we offers a powerful combination of vetting, contract services, aftercare support and payroll services.

Core-Asset Verify Many organisations still carry out their own background checks, usually within the HR department. This ensures that applicant engagement is high. But in-house vetting rarely has the volume of applicants to allow for the development of dedicated expertise, structured processes and efficient timelines.

Dedicated vetting service providers follow best practice and work to a high standard of scrutiny. But they are removed from the recruitment process. Sometimes they suffer from lower levels of engagement, which can mean longer timescales.

Core-Asset Verify combines the best elements of both approaches. Our processes are built to our clients’ requirements and with the applicant’s experience at its heart.

In addition to vetting, we offer integrated contract services, providing our clients with a contract and document management solution for new hires.

This removes the administrative and legislative burden associated with welcoming individuals to your business.

We also offer aftercare support and payroll services for interim hires, such as PAYE Temporary Workers and Limited Company Contractors.

We can accommodate hires from any source, whether directly sourced or via agency suppliers.

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Core-Asset Consulting | Financial & Professional Services Recruitment

Candidate acquisition We work to identify the best possible candidates for our clients rather than merely the most actively available. Indeed, the passive market - those professionals not purposely seeking to move - is often where the best companies will secure the best candidates.

Encompassing a range of inbound and outbound approaches, our candidate acquisition strategy has been developed to target active and passive talent pools, both in the UK and internationally.

It utilises the latest recruitment marketing tools and leverages key partnerships with some of the world’s largest and most innovative networking and job platforms.

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“We’ve always been impressed

by Core-Asset Consulting’s knowledge of the sector. ” - Mark Murray, Chief Operating Officer, Artemis Investment Management

OUTBOUND

REFERRAL & RECOMMENDATION

EXTERNAL DATABASES

INBOUND

JOB ADS

INTERNAL DATABASE

SEO & PPC

LINKEDIN LICENSES

REGISTERING CANDIDATES

CONTENT MARKETING

LINKEDIN ADS

JOB ALERTS

SOCIAL MEDIA

MEDIA COVERAGE 11

Core-Asset Consulting | Financial & Professional Services Recruitment

“Our processes are tailored to meet the demands of recruiting across different time zones and multiple geographies.”

Betsy Jane Williamson, Managing Director, Core-Asset Consutling

International sourcing The financial sector in Scotland has traditionally had access to a relatively small and finite pool of talent. If it is to expand at home and overseas, it needs to hire high-calibre individuals in greater numbers than ever before.

Inevitably, this demand cannot be met entirely from the domestic market, nor is it desirable to do so.

A diverse and cosmopolitan workforce is increasingly important in today’s global marketplace.

Having employees who reflect the breadth and depth of your organisation’s international reach and varied client base means your business is better placed to meet the challenges it faces.

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Core-Asset Consulting has been recruiting across the Scottish financial sector since 2005. In that time we have placed a substantial number of internationally-based applicants with our clients in Scotland.

As a career partner of choice for many financial professionals in Scotland, we have also maintained relationships with domestic candidates throughout this period, even when their careers have taken them overseas.

Locations include Budapest, Dubai, Dublin, Frankfurt, Hong Kong, Krakow, Luxembourg, Melbourne, Milan, New York, Paris, Poznan, Singapore, Sydney, Toronto, Warsaw and Zurich.

As a result, we have built up a strong network of professionals - Scottish, UK expatriates and other nationalities - who would consider returning or relocating to Scotland.

Regardless of geography, we work to identify the best possible candidates for the role as opposed to the most actively available.

These include:

Although candidates come to us from across the globe, we focus our sourcing efforts on key international financial hubs where our clients and their competitors already have a presence (see below).

Asia-Pacific – Hong Kong, Melbourne, Shanghai, Singapore and Sydney Europe – Dublin, Paris, Frankfurt and Luxembourg Middle East – Abu Dhabi, Dubai and Qatar North America – Boston, Chicago and New York

World’s key financial hubs

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Core-Asset Consulting | Financial & Professional Services Recruitment

Track record of success At Core-Asset Consulting, recruitment success is not measured in the amount of placements we make but in the number of long-term employees we create.

This focus explains why we have one of the highest retention rates in the industry.

Similarly, we strive to give our candidates the very best support throughout the entire recruitment process. To maintain these high levels of service, we regularly seek feedback through an unbiased and independent third party.

Our candidate approval rating is unrivalled among other recruitment companies.

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“ The consistent feedback from candidates and our business is that Core-Asset delivers.”

- Ross Hadden, HR Director, Liontrust

RECRUITMENT SUCCESS

97% RETENTION RATE* *as at 30.06.18

PLACEMENTS

REBATES

CANDIDATE SATISFACTION

94% APPROVAL RATING* *as at 30.06.18

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Core-Asset Consulting | Financial & Professional Services Recruitment

Ethics above all Core-Asset Consulting is an approved member of the Association of Professional Staffing Companies (APSCo).

Through recognising, supporting and promoting excellence within recruitment, APSCo provides client organisations, candidates and government with a recognised stamp of quality assurance.

Core-Asset Consulting is passionate about treating its clients and candidates in an ethical and professional manner.

Our people-focused, service not sales approach to recruitment ensures a clear alignment of interests between our clients, candidates and consultants.

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Helping your business grow Whether you’re wishing to fill a specific position, keen to find out about the latest market trends or just looking for advice, we’re here to help.

For more information about the services we offer, please get in touch:

+44 (0) 131 718 4600 edinburgh@core-asset.co.uk www.core-asset.co.uk

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CORE-ASSET CONSULTING 37 Melville Street, Edinburgh EH3 7JF t: 0131 718 4600 f: 0131 718 4609 e: edinburgh@core-asset.co.uk w: core-asset.co.uk