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.
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
- Jane Parry, Head of Marketing and Communications
- John Gulliver, Senior Executive, Finance
- Kevin Norman, Head of Client Services
- Peter Hall, Group Chief Operating Officer
- Rupa Ruparelia, Head of Human Resources
- Stephen Massey, Chairman of Canaccord Genuity Wealth Management UK and Offshore
- Wayne Martel, Head of Finance for Wealth Management UK and Europe
Chief Investment Office
- Michel Perera, Chief Investment Officer
- Richard Champion, Deputy CIO - UK
- Kamal Warraich, Investment Analyst
- Luigi Algisi, Credit 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
- Archie MacLellan, Investment Manager
- Ben McKeown, Investment Director
- 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
- Jeremy Harris-St John, Investment Director
- John Simon, Investment Director
- Jonathan Ward, Investment Director
- Josh Ross-Field, Investment Director
- Josh Sanford, Investment Manager
- Karen Smith, Investment Manager
- Karl Craig, Investment Manager
- Kellie Want, Team Assistant
- 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
- Mark Chadwick, Investment Director
- Max Caris-Harris, Investment Director
- Michael Smith, Head of the Corporate and Executive Trading Desk
- 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
- Tim Gilbert, Investment Manager
- Tony Tharian, Investment Director
- Victor Polak, Investment Director
Wealth planning
- David Goodfellow, Head of UK Financial 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
- Martin Littlecott, Senior Wealth Adviser
- Matt Swatton, Wealth Planning Director
- Mike Ferrington, Senior Wealth Adviser
- Neil Norman, Senior Wealth Adviser
- Nero Patel, Wealth Planning Director
- Phil Raper, Wealth Planning Director
- Roderick Sam, Wealth Adviser
- Sharon Thorpe, Wealth Planning Director
- Simon Moore, Wealth Planning Director
- Simon Nicol, Pension Principal/Consultant
- Steven McKelvie, Chartered Financial Planner
- Tim Gurr, Senior Wealth Adviser
UK intermediary team
- Sean Taylor, Head of UK Intermediary Sales
- Alasdair Ogilvy-Stuart, Intermediary Sales Director
- Paul Parker, Investment Director
- Nick Muir, Intermediary Investment Director
- Patrick Thomas, Investment Director
- Lauren Hurford, Team Assistant
Fund Management
- Giles Hargreave, Head of Fund Management
- Oliver Bedford , Fund Manager
- Sid Chand Lall , Fund Manager
- Guy Feld, Fund Manager
- Richard Hallett, Fund Manager
- Matthew Rainbird, Head of Llandudno office
- Eustace Santa Barbara, Fund Manager
- William Searle, Deputy Fund Manager
- David Walton, Fund Manager
- Will Rosier, Investment Analyst
- Tom Hutchinson, Fund Manager's Assistant
- Natalie Howard, Fund Manager's Assistant
- Dan Holmström, Investment Analyst
- Shane De Bhrun-Smith, Investment Analyst
- Michael Stranks, Investment Analyst
- George Finlay, Fund Manager
- Phil Hallam, Investment Analyst
International business development team
- Andy Finch, Managing Director of CGWM Funds
- Chris Trower, Senior Sales Manager
- David Scammell, Business Development Director
- Lucy Brehaut, Sales Support Officer
- Nick Teo, Business Development Director
- Richard Burden, Business Development Director
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.