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UK

Please note: this content is only applicable to an offshore audience.

Treasury services

We also offer these added-value services (where the service is authorised in the jurisdiction), for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirements:

Cash management

A bespoke service designed to provide you with proactive management of your cash investments. This ensures you have cash that’s being kept safe and available to meet any short-term liquidity needs or take advantage of investment opportunities.

We can look after your money as call or fixed-term deposits in a pooled or bespoke arrangement. It will be held in a client account, ring-fenced from the firm’s money with approved counterparties on which we’ve undertaken due diligence.

Foreign exchange (FX)

If you wish to buy or sell currency we offer an efficient, transparent and competitive multi-bank FX trading service in 25 currencies. Our service includes dealing, management and advice.

 

How can we help?

If you would like to know more about our services for treasury services, or want to speak to one of our team, get in touch. We will be delighted to give you more details.
Photo of Carl Moreira

Carl Moreira

Senior Treasury Manager

Carl is responsible for the stewardship of pooled client monies, the provision of foreign exchange services and the strategic development of Treasury business. Carl is a CFA Charterholder, a member of the CFA Institute, a member of ACI UK, The Financial Markets Association and a Chartered member of the CISI.


Photo of Tracey Carter

Tracey Carter

Treasury Manager

Tracey joined Canaccord in 2009 to help with the development of the Treasury desk. Prior to joining she worked for 12 years at RBSI, essentially as their Foreign Exchange trader. Tracey holds the ACI Diploma and the Investment Advice Diploma. She is a member of the ACI UK and the CISI.


Photo of Robert Llewellin

Robert Llewellin

Treasury Manager

Robert joined the Treasury Team at Canaccord in May 2011 where he safeguards client cash, provides FX solutions and executes FX trades for all CGWM offices.

Robert holds the CISI Level 6 Private Client Investment Advice and Management (PCIAM), Level 4 Investment Advice (Securities) Diploma (IAD), ACI Dealing Cert, is a Chartered Member (MCSI) of the Chartered Institute for Securities & Investment (CISI) and a member of ACI UK, The Financial Markets Association.


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.

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