Our people in the UK
You can depend on our team of specialist wealth management experts for a combination of award-winning portfolio management, stockbroking and wealth planning.
Choose a specialism or team below and click an expert name to see their details.
Do you need contacts from elsewhere?
See our teams for Jersey, Guernsey or the Isle of Man to suit you.
UK leadership team
- David Esfandi, Chief Executive Officer, Canaccord Genuity Wealth Management
- Giles Hargreave, Head of Fund Management
- Duncan Stratford, Head of UK Front Office
- Duncan Taylor, Head of Compliance, UK
- Jane Parry, Head of Marketing and Communications
- Kevin Norman, Head of Client Services, UK
- Peter Hall, Group Chief Operating Officer
- Rupa Ruparelia, Head of Human Resources, UK
- Stephen Massey, Chairman
- Wayne Martel, Chief Financial Officer, Wealth Management UK & Europe
Chief Investment Office
- Michel Perera, Chief Investment Officer
- Richard Champion, Deputy CIO - UK
- Dan Smith, IM and International Equity Analyst
- Ian Berry, UK Small Cap Equity Analyst
- Kamal Warraich, Investment Analyst
- Simon McGarry, Senior Equity Analyst
Portfolio management
- David Herbert, Head of UK Portfolio Management
- Duncan Stratford, Head of UK Front Office
- Adam Caplan, Investment Director
- Adam Horsley, Investment Director
- Adam Newman, Investment Manager
- Adam Rix, Investment Manager
- Adam Ross, Investment Director
- Adam Towey, Dealer
- Adrian Francis, Investment Director
- Alex van Moppes, Investment Director
- Alex Whiting, Investment Director
- Alison Monk, Investment Director
- Allan Thomas, Investment Director
- Amy Lawther, Investment Manager
- Amanda MacDonald, Team Assistant
- Andrew Crickmore, Investment Director
- Andrew Findlater, Investment Director
- Andrew Garstang, Head of Lancaster Office
- Andrew Pang, Investment Manager
- Andy Waring, Dealer
- Andy Wilkinson, Senior Dealer
- Ashley Wilkes, Investment Director
- Archie MacLellan, Investment Manager
- Charles Cohen, Investment Director
- Cheryl Udunuwara, Team Assistant
- Clare Green, Team Assistant
- Daniel Coleman, Investment Director
- Daniel Marks, Investment Director
- Dan Parmar, Investment Director
- Doug Jones, Investment Manager
- Dudley Warnes, Senior Investment Manager
- Duncan Reid, Investment Director
- Edmund Wortley, Dealer
- Edward Hall, Investment Director
- Grant Spital, Investment Manager
- Howard Alter, Investment Director
- James Holroyd, Investment Director/Assistant Head of Worcester Office
- James Meysey-Thompson, Head of York Office
- John Simon, Investment Director
- Jonathan Ward, Investment Director
- Karen Smith, Investment Manager
- Karl Craig, Investment Manager
- Kellie Want, Team Assistant
- Laurence Leigh, Investment Manager
- Lawrence Peterman, Investment Director
- Leetal Stark, Investment Manager
- Letty Papageorgiou, Investment Manager
- Leon Shuall, Investment Director
- Leyton Hunt, Head of Blackpool Office
- Matt Cyphus, Investment Manager
- Matthew Ellis, Investment Director
- Matthew Guterres, Investment Manager
- Matthew Rainbird, Head of Llandudno Office
- Matthew Whittington, Investment Manager/Assistant Head of Blackpool Office
- Marcos Mackie, Investment Manager
- Max Caris-Harris, Investment Director
- Mike Davies, Investment Director
- Miguel Guterres, Investment Director
- Min Saha, Investment Director
- Naseer Dean, Investment Director
- Nicholas Feldman, Investment Director
- Nick Brown, Account Executive
- Nick Hodges, Senior Dealer
- Nick Leigh, Investment Manager
- Nick Muir, Intermediary Investment Director
- Patrick Thomas, Investment Director
- Paul Derrien, Investment Director
- Paul Parker, Investment Director
- Paul Pearce, Investment Director
- Phil Walker, Investment Director
- Philip Miles, Investment Director
- Riccardo Landucci, Head of Nottingham Office
- Richard Larner, Head of Norwich Office
- Richard Pollitzer, Investment Director
- Rob Horan, Investment Director
- Roisin Newton, Investment Manager
- Roy Clouse, Investment Director
- Sebastian Carr, Dealer
- Simon Gunning, Investment Director
- Simon Raggett, Head of Worcester Office
- Stephen Blakemore, Investment Manager
- Symon Hawken, Investment Director
- Thomas Holliday, Investment Director/Deputy Head of Branch
- Tim Gilbert, Investment Manager
- Tony Tharian, Investment Director
- Victor Polak, Investment Director
Wealth planning
- David Goodfellow, Head of UK Financial Planning
- Matthew Phillips, Director of Wealth Planning
- Alison Seymour, Senior Wealth Adviser
- Clive Collins, Chartered Financial Planner
- Daniel Sugarman, Wealth Adviser
- David Rossell, Wealth Planning Director
- Debbie Kay, Wealth Planning Director
- Frazer Wilson, Senior Wealth Adviser
- Jonathon Hayton, Chartered Financial Planner
- Kevin Gregory, Wealth Adviser
- Marcus Potter, Wealth Adviser
- Matt Swatton, Wealth Planning Director
- Mike Ferrington, Senior Wealth Adviser
- Neil Norman, Senior Wealth Adviser
- Nero Patel, Wealth Planning Director
- Nicholas Michell, Wealth Adviser
- Phil Cook, Wealth Planning Director
- Phil Raper, Wealth Planning Director
- Sharon Thorpe, Wealth Planning Director
- Simon Moore, Wealth Planning Director
- Simon Nicol, Pension Principal/Consultant
- Steven McKelvie, Chartered Financial Planner
UK intermediary team
- Sean Taylor, Head of UK Intermediary Sales
- Alasdair Ogilvy-Stuart, Intermediary Sales Director
- Jordan Sriharan, Head of MPS and Passive
- Paul Parker, Investment Director
- Nick Muir, Intermediary Investment Director
- Patrick Thomas, Investment Director
- Lauren Hurford, Team Assistant
Fund Management
- Richard Hallett, Head of Fund Management
- Anna Salim, Investment Analyst
- Barbara Walshe, Legal Counsel
- Caroline de La Soujeole, Fund Analyst
- Dan Holmström, Investment Analyst
- David Walton, Fund Manager
- Eustace Santa Barbara, Fund Manager
- George Finlay, Fund Manager
- Giles Hargreave, Fund Manager
- Guy Feld, Fund Manager
- Lucy Bloomfied, Deputy Fund Manager
- Matthew Rainbird, Head of Llandudno office
- Oliver Bedford, Fund Manager
- Phil Hallam, Investment Analyst
- Sid Chand Lall, Fund Manager
- Tom Hutchinson, Investment Analyst
- William Searle, Deputy Fund Manager
- Will Rosier, Investment Analyst
International business development team
- Chris Trower, Senior Sales Manager
- Nick Teo, Business Development Director
- Richard Burden, Head of International Sales
Need more help?
Whatever your needs, we can help by putting you in contact with the best expert to suit you.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.