Wilbanks Partners Releases 4th Quarter 2025 Business Update
IDC Fund Directors Conference
At IPA Vision 2025
George Wilbanks' update on recruiting trends, with a focus on technology skills and private markets wealth solutions, industry events, and best practices.
STAMFORD, CT, UNITED STATES, November 12, 2025 /EINPresswire.com/ -- Wilbanks Partners llc, an executive search firm specializing in asset and wealth management, has released its 4th quarter business update on industry recruiting trends. Areas of focus include a requirement for technology skills across all functional roles as a result of firms' working to maximize AI integration, as well as developments in distribution initiatives for private markets firms.
Managing Partner George Wilbanks notes, "Our most recent work in [private markets wealth solutions] is now focused on the defined contribution channel, as private market firms prepare to expand their distribution activities in wealth to qualified plans. The DC channel presents a host of challenges due to complex operational and regulatory interface issues with plan administrators, and the increased scrutiny that fiduciary oversight requires for how these less liquid strategies are integrated into plan investment solutions."
The report also summarizes key takeaways a number of industry events, including conferences hosted by the Institute for Portfolio Alternatives, the Investment Company Institute/Independent Directors Council, Financial Times, the Money Management Institute, the National Association of Corporate Directors, the Association of Asian American Investment Managers, and the Toigo Foundation. Wilbanks also discusses the reframing of the essential business strategy of DEI in terms of inclusivity.
He highlights remarks by Miguel Thomas, CEO of the National Association of Securities Professionals, at the MMI Annual Meeting. Thomas commented, “Inclusion needs to be framed and incorporated as a business driver expanding growth opportunities, and access to a broader pool of talent and skills... There is fear that increasing inclusion and opportunity access is a win/lose that will replace workers…[however,] inclusion and expanded outreach have the potential to increase the value and size of the economic pie, benefiting all workers.”
The report also lists selected recent search work, including President & CEO of a $40 billion RIA, President & CEO of $30 billion ESG Investment Firm, and President & COO of a $5 billion RIA, Board members for $3 bil ESG Private Equity Firm, a $110 billion Global Asset Manager, and a $10 billion mutual fund complex, and Head of Private Markets for a $15 billion public pension fund, among others.
About Wilbanks Partners
Wilbanks Partners is an executive search firm serving the asset and wealth management industry. George Wilbanks spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry-leading position before starting his own firm. Earlier, he had worked with a venture capital and family office business, Agtek International, and then with The Dreyfus Corporation in business development as Assistant to the Chairman. A graduate of Williams College with a degree in Political Philosophy, he subsequently earned his MBA at New York University’s Stern Graduate School of Business.
George Wilbanks
Wilbanks Partners llc
+1 2033037766
email us here
Visit us on social media:
LinkedIn
Bluesky
Instagram
Facebook
Other
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
