Alison Jane Monk
Gestionnaire de Portefeuille-Actions chez Canaccord Genuity Wealth Ltd.
Profil
Ms. Alison J.
Monk is Investment Director at Canaccord Genuity Wealth Ltd.
She specializes in managing discretionary and advisory client portfolios together with maintaining relationships with professional advisers and business development.
She is a member of the Closed End Committee and has over 24 years of industry experience.
Ms. Monk is a member of the Chartered Institute for Securities and Investment, and a CISI Level 4.
Postes actifs de Alison Jane Monk
| 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. | Gestionnaire de Portefeuille-Actions | 26/06/2013 |
Anciens postes connus de Alison Jane Monk
| Sociétés | Poste | Fin |
|---|---|---|
| Collins Stewart Wealth Management Ltd. | Gestionnaire de Portefeuille-Actions | 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. | Gestionnaire de Portefeuille-Actions | 01/10/2012 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
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 |