Canaccord Genuity Wealth Management has promoted one of its investment directors to the position of front office regional head in the north of England.
Charles Cohen (pictured) will have oversight of the Lancaster office, where he will be based, as well as the Llandudno and Blackpool offices.
In the newly-created role, Cohen will oversee compliance, the investment process, business development and reporting.
Cohen has been with CGWM UK and Europe for five years and has more than 30 years’ experience in wealth management. He was previously head of private clients in the north of England at Sanlam Private Investments and also part of its executive committee.
He started his career with Cazenove & Co as a private client investment manager, before spending 13 years as an institutional stockbroker with UBS Warburg. In 2002, he joined Border Asset Management as a director and chief investment officer.
CGWM UK and Europe chief executive David Esfandi said: “In light of our recent growth and UK geographical expansion, we have created this new role to better support our head of UK front office and portfolio management capabilities in the north west of England and north Wales.
“Charles has the right blend of experience and knowledge to assume this role and provide ‘on the ground’ leadership support to our offices in Llandudno, Blackpool and Lancaster.”
