Investment Director, Head of SRI
I graduated with a BA Honours degree in Politics from Nottingham University in 2011. Beginning my investment career at Neptune Investment Management, I helped to build relationships with Discretionary Fund Managers and Institutional clients. I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth and I manage a range of different portfolios, including private clients, trusts and charities. I specialise in ESG investing and launched Punter Southall Wealth's SRI Service in 2019.
I have completed the IMC, the Chartered Wealth Management Qualification (Level 7), the CFA ESG Certificate and achieved a distinction for my master’s degree in Wealth Management at Cass Business School. I was also named in Citywire’s Top 30 under 30 Wealth Managers for 2019.
Location: London
A bit about me:
I enjoy spending time with family. Other times, you will most likely find me on the golf course or squash court.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do means that you must love what you do. Fortunately, I do. Whether it is achieving clients' goals or presenting to students on the industry, Can-do inspires me to make that difference and have a positive impact.
Contact:
Mike.Myers@canaccord.com
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