UK wealth manager sets up Norwich advice operation
Firm has hired PFS Chartered Financial Planner of the Year 2023 to lead the arm
Canaccord Genuity Wealth Management
-
-
Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time
-
Canaccord board recommends rejecting MBO offer
Due to a regulatory snag
-
Canaccord Genuity management buyout hits regulatory snag
Relating to one of the group’s capital markets businesses
-
PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
-
What role will alternatives play in future of the multi-asset market?
Investors who have generated attractive returns without using them ‘are unlikely to look at this space’
-
Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private
-
How the sustainability disclosure requirements will impact DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
-
PEOPLE MOVES: STM, Brooks Macdonald, LGT
Financial services group names global head of business development, while wealth manager makes senior hires
-
Mercer sells off Canadian wealth arm to Canaccord Genuity
Business has just over $1.1bn in client assets
-
Canaccord Genuity handed £700m management buyout bid
Group led by CEO Daniel Daviau offered a 30.7% premium on firm’s share price
-
PEOPLE MOVES: Citi, IQ-EQ, Canaccord Genuity WM
Bank names Hong Kong and Macau CEO, while financial services provider hires group head of insurance