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Daniel Adams

Photo of Daniel Adams

Investment Director

Daniel joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. He initially trained as an Investment Manager in the private client division before moving to the Investment Team in 2009; here, he helped to establish and build out the investment function for the group, working on equity research, investment strategy and fund selection. As Head of Fund Research, Daniel was ultimately responsible for due diligence across the firm’s long-only and alternative strategies, as well being co-manager on our Fund of Fund range and Managed Portfolio Service (MPS). During his time with the investment team, Daniel was voted Citywire’s Top 100 fund selectors for 2017, 2018 and 2019. Daniel has recently moved back to his roots on the private client side of the business, once again managing portfolios for private clients, trusts and charities. Daniel is a Chartered Fellow of the CISI and a CFA Charterholder.

Location: London


Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.