Case studies

Anonymized engagements. Documented outcomes.

Every case study is published with the client's review and consent. Firm identifiers are anonymized per industry convention. Specific references available on request under NDA.

Asset Management · 9 weeks to placement

Senior Compliance Officer placed at a $30B European private wealth manager after an internal search had stalled.

A US-based RIA, the US arm of a European private wealth manager with $30B in AUM, needed to fill a senior compliance hire that had been open since early autumn. By mid-winter the search had stalled. Ophelos delivered seven qualified candidates against a fixed rubric over approximately four weeks. Six advanced to client interviews. Two received offers. One accepted.

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