Adrian Nicholas Francis
Membre du Comité d'Investissement chez Canaccord Genuity Wealth Ltd.
Profil
Mr. Adrian N.
Francis is a Senior Investment Director at Canaccord Genuity Wealth Ltd.
He is part of a wealth management team that has managed discretionary and advisory portfolios for over 25 year with clients including private individuals, pensions, trusts and institutions.
He is a member of the London Portfolio Construction Committee and the Investment Trust Selection Committee, and has over 30 years of industry experience.
Mr. Francis is an Associate Member of the CISI.
Postes actifs de Adrian Nicholas Francis
| Sociétés | Poste | Début |
|---|---|---|
Canaccord Genuity Wealth Ltd.
 Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Membre du Comité d'Investissement | 26/06/2013 |
Anciens postes connus de Adrian Nicholas Francis
| Sociétés | Poste | Fin |
|---|---|---|
| Collins Stewart Wealth Management Ltd. | Director of Investments | 26/06/2013 |
Eden Financial Ltd.
 Eden Financial Ltd. Investment ManagersFinance Eden Financial Ltd. (EF) is the investment management subsidiary of Collins Stewart Wealth Management Ltd., itself a subsidiary of Canaccord Financial, Inc. (TO: CF) in Canada. Established in 1999, the firm is based in London and provides include IT-driven European securities brokerage, prime brokerage, institutional research, specialized corporate finance and wealth management. EF manages discretionary portfolio for high-net worth individuals and institutions worldwide, including pension funds and not-for-profit organizations. | Membre du Comité d'Investissement | 01/10/2012 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Eden Financial Ltd.
Eden Financial Ltd. Investment ManagersFinance Eden Financial Ltd. (EF) is the investment management subsidiary of Collins Stewart Wealth Management Ltd., itself a subsidiary of Canaccord Financial, Inc. (TO: CF) in Canada. Established in 1999, the firm is based in London and provides include IT-driven European securities brokerage, prime brokerage, institutional research, specialized corporate finance and wealth management. EF manages discretionary portfolio for high-net worth individuals and institutions worldwide, including pension funds and not-for-profit organizations. | Finance |
| Collins Stewart Wealth Management Ltd. | Finance |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Finance |