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UK

Simon Gunning

Photo of Simon Gunning

Investment Director

I have worked in the financial sector for 35 years. I joined Barclays Stockbrokers in 2000 where I commenced managing private client portfolios on both an Advisory & Discretionary basis. I have continued to develop those skills with employments at Eden Financial, Hargreave Hale and now Canaccord Genuity Wealth Management. Each company that I have worked for has held a different approach to investment management and I am now in the fortunate position with CGWM that I am able to lean on my experiences when managing client portfolios throughout the investment cycle. The most important thing that I have learnt is to get to know each of my clients and to understand their personal circumstances before implementing an appropriate strategy.

I am a Fellow of the Chartered Institute for Securities and Investment (CISI) and CISI Level 6 qualified.

Location: London

A bit about me:

I have always enjoyed sport and a mixture of both age and injury mean that I am now only a passionate spectator. It is the opportunity to enjoy the atmosphere of iconic venues, supreme athleticism and the camaraderie of likeminded people that keeps me young.

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 is finding solutions in an ever-changing world and working with people to achieve the very best outcomes.

Contact:

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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.