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How Canaccord Genuity transformed into a £25bn giant

21 June 2018 in CGWM news

‘In a month, you don’t quite know, six months in you’re still learning, and in a year, we can say we are really happy.’ 

This is how David Esfandi, CEO of Canaccord Genuity Wealth Management, describes the 12 months since the acquisition of Hargreave Hale.

Four years ago, when he first took on the role of CEO, the company had bases in the Channel Islands and London, with £11bn in assets under management and administration.

Now, it has grown to manage just short of £25bn, with a national presence in the UK across 10 offices.

Download the full article that appeared in Citywire Wealth Manager.

 

Download Citywire Wealth Manager article

 

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Photo of David Esfandi

David Esfandi

Chief Executive Officer

David Esfandi was appointed CEO of Canaccord Genuity Wealth Management Limited in March 2014. He was previously Managing Director of Ashcourt Rowan Asset Management, where he played a key role in restructuring the business and acquired a leading private client team from a large European bank. Prior to that, he spent 10 years with Deutsche Bank, latterly as Director of Proprietary Pan European Equity Investment. He also played a key role in starting the Private Institutional Client business. Mr. Esfandi began his career at Goldman Sachs International as a financial analyst. He holds an MA in PPE from Oxford University.


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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.