Canaccord Genuity Wealth Management
Investment | 13 Oct 15
Outsourcing investment does not mean outsourcing risk management
While IFAs increasingly outsource the management of their clients’ investment, managing the risk of their clients’ investment remains theirs.
Multi Media | 22 May 15
The importance of active asset allocation in uncertain times
Drawing on Canaccord Genuity Wealth Management’s 15-year track-record of managing funds for international investors, Andy demonstrated the importance of adopting an active approach to asset allocation by reviewing what, if any, lessons we can learn from history, both recent and long-term.
People Moves | 13 Sep 13
rothschild guernsey appoints duerden
The Guernsey-based arm of Rothschild’s Wealth Management & Trust has named Barrie Duerden to head up its operations on the island, effective immediately.
People Moves | 12 Sep 13
canaccord genuity names finch head
Canaccord Genuity Wealth Management has promoted long-time Collins Stewart WM exec Andy Finch to head of wealth management at its Guernsey operation.
Profiles & Comment | 5 Aug 13
the name of the game asset allocator with
The company name may have changed a few times over the years, but the investment processes have remained the same at newly branded Canaccord Genuity Wealth Management.