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Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Email address and contacts

Quick try with Charlotte Brothwood from canaccordgenuity.com

Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) company description

Our core wealth management services include portfolio management, broking services and wealth planning. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we're small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Key Employees

  • Charlotte Brothwood
    Administrative Assistant
  • Kellie Want
    Head of UK Investment Support
  • Julia Jeffrey
    Office Services Manager

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New team members of Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Josie Crow
Human Resources Assistant
Thea Chisnall
Investment Associate
Tim Greenway
Trainee Client File Review Analyst
Tom Nunes
Compliance Manager
Lesley Munro
Head Of Operations
Stephen Prout
Head of Operations - CGWM Funds
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