Investec Wealth & Investment has hired James Neale from Canaccord Genuity Wealth Management.
Neale will be an investment manager in the firm’s Cheltenham office, and Investec said his appointment is part of a wider effort to bolster the teams in its regional bases.
Neale joined McCarthy Taylor in 2014, and moved over to Canaccord when it acquired the business in 2018. During his time as an investment manager there, he was responsible for managing discretionary portfolios for in-house IFAs.
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Scott Jones, divisional director of Investec Wealth & Investment, said: “As we continue to grow our business in Cheltenham and surrounding areas, we are delighted to welcome James to the team of talented investment managers and financial planners who provide flexible and bespoke products and services for our clients. James joins Investec Wealth & Investment at a very exciting time for the business.”
Neale said: “I have developed a real passion for my job, and I am very much looking forward to working with the Investec Wealth team in Cheltenham to create bespoke portfolios that are structured to meet the objectives of our clients. I am looking forward to helping to grow the business.”
