One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
Canaccord Genuity Wealth Management
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PEOPLE MOVES: Canaccord Genuity WM, Octopus, Kingswood
CGWM bolsters its Singapore operation with Friends Provident International hire
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High net worths believe in ESG but yet to proactively invest
Canaccord Genuity WM survey finds responsible investing is more important for female clients
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Canaccord Genuity Wealth Management acquires IFA business
While UK-based financial advisory firm Perspective makes its 32nd acquisition since 2008
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Second Brooks Macdonald man jumps ship in Jersey
Canaccord raids Brooks Macdonald International for intermediaries, HNWI, and charities push
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US market would survive Trump impeachment
Economic data indicates US recession is at least two and a half years away
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Canaccord appoints Jersey head from Brooks Mcdonald
New office head joins Canaccord Genuity Wealth Management after seven years at Brooks
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Canaccord clients seek redress over film scheme
The wealth management firm will “vigorously defend itself” if claims are advanced
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Canaccord responds to IA action over Holborn
In light of the regulatory action by the UAE Insurance Authority against Holborn Assets, Canaccord Genuity Wealth Management has told International Adviser that it is “keeping the matter under review and looks forward to the conclusion of the regulator’s findings”.
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Canaccord on bolstering its presence on the Isle of Man
The acquisition of Duncan Lawrie’s Isle of Man business, which has bolstered Canaccord Genuity’s presence on the island, and its ability to create bespoke personal relationships with clients is helping the specialist wealth management firm stand out from its peers, Dermot Hamill told International Adviser.
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Canaccord Genuity expands in IoM with Duncan Lawrie deal
Canaccord Genuity Wealth Management, part of Canada-based financial services group Canaccord, has bolstered its presence in the Isle of Man by snapping up more than 100 client portfolios from former wealth manager Duncan Lawrie Private Bank.
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PEOPLE MOVES: Canaccord, Cigna, NN IP
Canaccord Genuity Wealth Management turned its attention to south-east Asia with its latest appointment. Cigna Global Health Benefits Europe strengthened its senior management team, while NN Investment Partners added three to its new responsible investment team.