Head of Professional Partnerships
With over 25 years’ experience in financial planning, private banking and wealth management, Jeremy heads up Professional & Strategic Partnerships for Canaccord Genuity Wealth Management (CGWM) across the UK.
He is highly focused and passionately committed to growing the CGWM brand in this key sector by ensuring all partners receive the highest possible levels of service, support and ongoing engagement.
As a highly regarded relationship management and business development executive, he has significant experience across financial planning, private banking, UHNW clients and wealth management and has covered both Onshore and Offshore markets.
Prior to joining CGWM, Jeremy has held senior level roles with Charles Stanley, Standard Life Wealth, Kleinwort Benson, Credit Suisse and Coutts & Co. In terms of qualifications, he is a Chartered Financial Planner and Fellow of the Personal Finance Society as well as holding the IMC and PCIAM designations.