Jon Ward
Gestionnaire de Portefeuille-Actions chez Canaccord Genuity Wealth Ltd.
Profil
Mr. Jonathan A.
Ward is a Senior Investment Director at Canaccord Genuity Wealth Ltd.
He manages direct equity, bond and multi-manager portfolios across a broad range of asset classes.
He focuses on traditional and bespoke mandates for high net worth private clients, trusts, charities and pension funds.
He chairs the Investment Trust Selection Committee and is a member of the Alternative Investments Selection Committee.
Mr. Jon began his career in 1997, initially with the stockbroking arm of NatWest and subsequently at Collins Stewart.
Mr. Ward was previously employed as an Associate Director by Collins Stewart Wealth Management Ltd.
and an Associate Director by Collins Stewart Europe Ltd.
(Investment Management).
Postes actifs de Jon Ward
| 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 Jon Ward
| Sociétés | Poste | Fin |
|---|---|---|
| Collins Stewart Wealth Management Ltd. | Gestionnaire de Portefeuille-Actions | 26/06/2013 |
Collins Stewart Europe Ltd. (Investment Management)
 Collins Stewart Europe Ltd. (Investment Management) Regional BanksFinance Collins Stewart Europe Ltd. (Investment Management) (CSE-IM) is the investment management division of Collins Stewart Europe Ltd., the wholly-owned wealth management subsidiary of Collins Stewart plc (LSE: CLST), a leading independent stockbroker in Great Britain. CSE was established in 1991 in partnership with Singer & Friedlander and became independent in 2000 through a management buyout. Following the 2005 acquisition of Prebon, the inter-dealer broker activity developed and was demerged in 2006 as Tullett Prebon plc (LSE: TLPR). CSE, regrouping the brokerage and asset management activities, underwent a reverse acquisition by Collins Stewart plc. The wealth management division has offices in London, Jersey, Guernsey and the Isle of Man and provides stock broking and investment management services on a discretionary, advisory or pure execution basis. Their clients are private individuals, trusts, charities, institutions including pension funds and private companies in Great Britain and overseas. Located in London, CSE-IM operates in close relationship with their offshore subsidiary Collins Stewart (CI) Ltd, registered in Guernsey. The firm manages segregated accounts, structured portfolios, pooled products including a Dublin-domiciled umbrella fund, and alternative strategies. | Gestionnaire de Portefeuille-Actions | 21/05/2012 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Collins Stewart Europe Ltd. (Investment Management)
Collins Stewart Europe Ltd. (Investment Management) Regional BanksFinance Collins Stewart Europe Ltd. (Investment Management) (CSE-IM) is the investment management division of Collins Stewart Europe Ltd., the wholly-owned wealth management subsidiary of Collins Stewart plc (LSE: CLST), a leading independent stockbroker in Great Britain. CSE was established in 1991 in partnership with Singer & Friedlander and became independent in 2000 through a management buyout. Following the 2005 acquisition of Prebon, the inter-dealer broker activity developed and was demerged in 2006 as Tullett Prebon plc (LSE: TLPR). CSE, regrouping the brokerage and asset management activities, underwent a reverse acquisition by Collins Stewart plc. The wealth management division has offices in London, Jersey, Guernsey and the Isle of Man and provides stock broking and investment management services on a discretionary, advisory or pure execution basis. Their clients are private individuals, trusts, charities, institutions including pension funds and private companies in Great Britain and overseas. Located in London, CSE-IM operates in close relationship with their offshore subsidiary Collins Stewart (CI) Ltd, registered in Guernsey. The firm manages segregated accounts, structured portfolios, pooled products including a Dublin-domiciled umbrella fund, and alternative strategies. | 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 |