![David Esfandi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Esfandi
Directeur Général chez
Canaccord Genuity Wealth Ltd.
Fortune : 2 M $ au 30/06/2026
Profil
Mr. David Esfandi is a Chief Executive Officer at Punter Southall Wealth Ltd., at Canaccord Genuity Asset Management Ltd. and at Canaccord Genuity Wealth Ltd. He is on the Board of Directors at Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. and Canaccord Genuity Wealth Group Ltd.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Canaccord Genuity Group, Inc.
 Canaccord Genuity Group, Inc. Investment Banks/BrokersFinance Provides investment banking and brokerage services 0,19% | 03/06/2026 | 197 008 ( 0,19% ) | 2 M $ | 30/06/2026 |
Postes actifs de David Esfandi
| Sociétés | Poste | Début |
|---|---|---|
Canaccord Genuity Wealth Ltd.
 Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Directeur Général | 01/03/2014 |
Canaccord Genuity Wealth Group Ltd.
 Canaccord Genuity Wealth Group Ltd. Investment ManagersFinance Provides wealth management services | Directeur/Membre du Conseil | 28/05/2014 |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
 Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Directeur/Membre du Conseil | 30/11/2017 |
Canaccord Genuity Asset Management Ltd.
 Canaccord Genuity Asset Management Ltd. Investment ManagersFinance CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds. | Directeur Général | 01/01/2022 |
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance PSW is an active investor which aims to preserve capital and grow wealth over time. The firm seeks to protect portfolios against downside impacts, while trying to generate attractive returns in positive market conditions by investing globally but with a focus on UK securities. They combine a top-down approach to select sectors and industries potentially able to drive performance, and bottom-up research to select companies with high quality brands, good cash flow generation and strong management. | Directeur Général | 31/05/2022 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Canaccord Genuity Asset Management Ltd.
Canaccord Genuity Asset Management Ltd. Investment ManagersFinance CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds. | Finance |
Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance PSW is an active investor which aims to preserve capital and grow wealth over time. The firm seeks to protect portfolios against downside impacts, while trying to generate attractive returns in positive market conditions by investing globally but with a focus on UK securities. They combine a top-down approach to select sectors and industries potentially able to drive performance, and bottom-up research to select companies with high quality brands, good cash flow generation and strong management. | Finance |
Canaccord Genuity Wealth Group Ltd.
Canaccord Genuity Wealth Group Ltd. Investment ManagersFinance Provides wealth management services | Finance |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Finance |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
