Evago Global Capital
Head of Wealth Management & Financial Planning
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Head of Wealth Management & Financial Planning
Founding Leadership Opportunity
Location: London, United Kingdom (Hybrid)
Organisation: Family Wealth Legacies
Reports to: Founder & Chairman
About Family Wealth Legacies
Family Wealth Legacies is a newly established international Multi-Family Office dedicated to serving entrepreneurial families, founders and high-net-worth individuals. Our mission is simple:
To help entrepreneurial families create, protect, grow and successfully transfer wealth across generations.
Unlike traditional wealth management firms, we combine Family Office Advisory, Financial Planning, Estate Planning, Family Governance, Trustee Services and International Private Banking into one integrated client experience. Our primary clients are entrepreneurial families with between £5 million and £50 million of family wealth, many of whom own businesses, operate internationally and require coordinated advice rather than isolated financial products.
We are currently building our UK platform while simultaneously developing an international presence across Africa through our strategic family office and private banking initiatives.
The Opportunity
This is a genuine founding leadership role. We are seeking an exceptional wealth management professional who wants to help build—not simply inherit—a modern wealth management business.
Working directly with the Founder, you will be responsible for designing and leading our regulated wealth management proposition while helping establish Family Wealth Legacies as one of the UK's leading entrepreneurial family offices. You will play a key role in:
- Developing our regulated financial planning business
- Establishing relationships with an appropriate regulatory network and platform
- Recruiting future advisers
- Defining client standards
- Helping shape the firm's long-term strategy
This is an opportunity for someone who enjoys building businesses and wants to become part of a long-term entrepreneurial journey.
About the Role
As Head of Wealth Management & Financial Planning you will:
- Lead the establishment of our regulated wealth management proposition
- Help develop our relationship with an appropriate FCA-authorised network or regulatory structure
- Design and oversee holistic financial planning services
- Develop investment and retirement planning propositions
- Participate in Family Wealth Assessments and Family Wealth Blueprints
- Work closely with our Family Office, Estate Planning and Trustee teams to deliver coordinated advice
- Recruit, mentor and lead future financial advisers
- Build relationships with accountants, solicitors, tax advisers and other professional introducers
- Help establish the investment philosophy and client service standards of the business
- Contribute to strategic planning as part of the firm's senior leadership team
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The Individual
This opportunity is suited to someone who combines technical excellence with an entrepreneurial mindset. You will ideally possess:
- A minimum of 7–10 years' experience advising affluent and high-net-worth clients
- Significant experience within financial planning, wealth management or private client advisory
- A Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum
- Chartered Financial Planner, Chartered Wealth Manager or equivalent qualifications would be advantageous
- Experience working within a recognised regulated advice network or wealth management business
- Strong knowledge of investments, pensions, retirement planning and holistic financial planning
- Experience working with entrepreneurs, business owners and high-net-worth families
- A commercial mindset with an interest in helping build a growing business
Professional Standards
Applicants must demonstrate:
- An excellent professional reputation
- A clean regulatory and disciplinary record
- High standards of integrity and professionalism
- A commitment to acting in clients' best interests
- Strong interpersonal and relationship-building skills
Why This Opportunity Is Different
Most wealth management firms ask advisers to manage investment portfolios. Family Wealth Legacies is building something different. Our advisers work alongside specialists in:
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- Family Office Advisory
- Estate Planning
- Family Governance
- Trustee Services
- Succession Planning
- International Wealth Structuring
- Private Banking
- Corporate Finance
The objective is to become the trusted adviser at the centre of a family's financial life.
Our Growth Journey
We are currently in the early stages of building the business. Over the next several years we intend to develop:
- A leading UK multi-family office
- A regulated financial planning and wealth management business
- Trustee and fiduciary services
- International private banking capabilities through Africa Trade & Investment Bank (ATIB)
- Strategic family office representative offices across key African markets
- Long-term local regulated wealth management capabilities in selected African jurisdictions where scale and client demand justify investment
This role offers the opportunity to help shape that journey from the beginning.
What Success Looks Like
Within your first 24 months you will have helped us:
- Launch a high-quality regulated wealth management proposition
- Build a strong adviser team
- Establish trusted relationships with strategic partners
- Deliver exceptional client experiences
- Create one of the UK's most distinctive multi-family office platforms focused on entrepreneurial families
Remuneration
We recognise that exceptional people build exceptional businesses. A competitive package will be offered, comprising:
- Competitive base salary
- Performance-related bonus
- Long-term incentive opportunity linked to the growth of the business
- The opportunity to become one of the founding leaders of a business with international ambitions
How to Apply
If you are excited by the opportunity to help build a modern multi-family office serving entrepreneurial families across the UK and internationally, we would be delighted to hear from you. Please send your CV together with a short covering letter outlining:
- Your experience
- Your leadership philosophy
- Why this opportunity appeals to you
- How you believe you could contribute to building Family Wealth Legacies
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