IFAs

Rupert Searle appointed Chief Executive Officer of Globaleye

His predecessor and father, Tim Searle, steps away from operational oversight moving to Non-Executive Chairman, to focus his knowledge and experience on advancing the firm’s mission to become a global leader in HNW advisory solutions.

The transfer of leadership to the next generation bridges the company’s 25-year history with a renewed and dynamic perspective for the future.

Rupert entered the family business in 2014 after graduating from university, starting in wealth advisory then moving on to leading the company’s Marketing department, before latterly taking on an operational role as Group General Manager.

Under Rupert’s leadership, the company is positioning itself to advise on the biggest intergenerational transfer of wealth yet, which will occur over the next two decades. The clients of tomorrow demand modern advisory solutions, such as advice on digital assets, private markets, and sustainable investments. With Rupert’s progressive acumen, Globaleye will be better prepared to meet these demands.

 

Rupert Searle commented: “I am excited to have been given the opportunity to lead and shape this company, building on the great proposition we already have. The wealth industry has a unique challenge, in that clients demand technology-driven solutions whilst expecting hyper-personalised service, which is true for most age groups and wealth segments. We aim to address this by deploying a fully digital experience for our clients and advisers. That being said, our strategic focus is on providing highly bespoke advisory solutions for the affluent and UHNWIs. These clients typically have highly complex planning needs that require the combined services of multiple experts to deliver bespoke solutions. This is one area that will not be disrupted by technology and there is no substitute for good old-fashioned face-to-face interaction.”

 

In February this year, Globaleye rebranded to reflect their ongoing transformation over the last 5 years from a retail financial advisory to multifaceted professional advisory firm for wealthy individuals and institutions.

Globaleye’s mission is to continuously find ways to add value, which goes beyond wealth management, cutting through complex problems by offering clear, simple solutions that are robust to reflect the ever changing financial and tax landscape.

Over the next 12 months, Rupert’s focus for the firm will be on people and proposition. He plans to continue the company’s transformation by introducing innovative technologies that will enhance the way wealth managers work with their clients, while incorporating ESG principles into the fabric of the business.

 

Tim Searle added: “The only constant in life is change, and we embrace it fully. Rupert has consistently delivered results, so I have complete confidence in his ability to drive our company into its next phase of growth. Stepping away from management duties allows me to continue developing our UHNW proposition, spending more time with clients and developing relationships with other fiduciaries, family offices, trustees, lawyers and private banks.”