Date office opened: 1996
Number in team: 130
Number of clients: 26,000
Group AUM: £25 bn
Top three fund picks:
- Lindsell Train UK Equity: Nick Train
- Old Mutual North American: Ian Heslop
- Blackrock Continental European: Alister Hibbert
Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey (pictured below):
What is your typical client demographic?
The Guernsey office has a broad range of clients, a mix of wealthy local residents, who come to us for discretionary portfolio management and stockbroking, as well as fiduciary clients and intermediaries looking to outsource investment.
What differentiates your region?
One of the big differentiators compared to any other region in the UK is that practically everyone you meet is or has been employed
in financial services. Then there are all the great things that come with living on a small island, like being able to take a walk on the beach whenever you like, fantastic seafood – and the fact that it’s areally great community.
What challenges does your area face?
Like most western democracies, funding the care needs of an ageing population is somewhere near the top of the list. Another big one for us Guernsey residents is getting on and off the island in a cost effective manner.
What’s the best thing about living in your area?
The fact that I have a six-minute commute to the office.
What is your office motto?
Approachable, aligned and accountable.
Are you bullish or bearish?
Cautiously optimistic. Following nine years of a bull market, we have hit a volatile stage, where many are asking if we are headed for a bear market, if bubbling inflation will prove problematic, or if political outcomes (such as Brexit or a potential trade war) will damage the markets. We look at the economic and corporate fundamentals and believe there is some road ahead for the stock market bull.
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- The existential crisis facing wealth managers 1
- Why Speirs & Jeffrey was forced to sell to Rathbones
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Vanguard hires senior specialist from State Street
Paul Young will report into Thomas Bartolacci, head of ETF Capital Markets, Europe
- Private credit offers an escape from miserly bond yields
- Tuesday Papers: Venezuela devalues its currency by 95%
- Overnight Markets: Wall Street gains on trade talk optimism
- Crispin Odey: Tesla feels like it's entering 'final stage' of life 4
- Artemis' AAA-rated Niznik: my five favourite stocks
- JO Hambro Capital boss to depart with 'immediate effect'
Canada Life's CIO on why the Faangs could bite
He also speaks to his fears about the long-term effects of quantitative easing (QE).
Wealthify's Pearce: how online DFMs can build trust
In this video Cardiff-based Wealthify founder Michelle Pearce also discusses online DFM suitability failings and not being London-centric.
Citywire Scotland: how wealth managers use new tech
We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.
Profile: the continuing story of jonathanfry, minus Jonathan Fry
It had gone a bit quiet at Gale & Phillipson since its merger with multi-family office jonathanfry in 2015
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
Pub Club: At the Vintry with WHIreland's Lawrence Cotton & Mark Burtenshaw
MPS Investment Committee: James Penny, TAM Asset Management
Office Spotlight: UBS Wealth Management, Edinburgh
Pub Club with Andrew Davies, LGT Vestra
On The Road Diary - Postcards from Leeds....
Office Spotlight: SG Kleinwort Hambros Bank
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club with James Horniman, James Hambro & Partners
Investment Trust Forum 2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Next Generation Forum 2018
Pub Club with Andrew Rees, EQ Investors
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
Office Spotlight: AJ Bell, Manchester
The key sustainable takeaways from WHEB AM's annual conference