Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Canaccord Genuity boosts wealth planning team

Canaccord Genuity boosts wealth planning team

Canaccord Genuity Wealth Management's (CGWM) has bolstered its wealth planning team with the appointment of Angela Lloyd-Read, previously at Rosemount IFA. 

She joins the firm as a wealth adviser. Lloyd-Read has more than 15 years' experience in wealth planning, including a CBW Financial Planning. 

She specialises in pensions, tax and retirement planning for high net worth individuals.

David Esfandi (pictured), chief executive at Canaccord Genuity WM, said: 'We are delighted to welcome Angela to our growing wealth planning team.

'Wealth planning is an important component in the firm’s strategy and enables us to provide a fully integrated investment management solution across our network of offices in the UK and Crown Dependencies.'

David Goodfellow, head of UK financial planning, added: 'It is becoming increasingly important for our clients to know their finances are being managed and structured to be as tax efficient as possible and the role of wealth planning – and having the right professionals in place to service our clients has become imperative.'

Canaccord Genuity, which has £26.9 billion in assets under management, revealed in October that it was going to shut down the Carlisle branch of Hargreave Hale following the resignation of Hazel Larkin.

Last year, the firm snapped up Hargreave Hale in a deal worth £80 million, but it has since seen a number of departures across its business.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Hugh Young: the buck stops with me on Asia recovery

Hugh Young: the buck stops with me on Asia recovery

The Veteran Asia Pacific fund manager discusses how he is going to improve the performance of Aberdeen Standard Asia Focus and the other investment trusts run by his team.

Play Tim Steer: fund managers will have to get 'stuck in'

Tim Steer: fund managers will have to get 'stuck in'

The second part of our film with former Artemis and New Star fund manager Tim Steer looks at how his profession has evolved over the past two decades.

2 Comments Play Tim Steer: how to spot a stock disaster coming

Tim Steer: how to spot a stock disaster coming

The former Citywire AAA-rated fund manager has written a book on 22 stock disasters and how forensic examination of annual reports could have spotted them coming.

Read More
Your Business: Cover Star Club

Coverstar club: wealth managers we grilled in 2018 - part 1

Coverstar club: wealth managers we grilled in 2018 - part 1

We featured more than 60 wealth managers from the length and breadth of the UK on our cover last year

Wealth Manager on Twitter