Canaccord Genuity WM names head of equity fund research
Kamal Warraich joined the firm after its acquisition of Hargreave Hale
Kamal Warraich joined the firm after its acquisition of Hargreave Hale
Jordan Sriharan has joined asset manager’s £3.4bn multi-asset team
Tilney Smith & Williamson had been reportedly eyeing the wealth manager which owns Psigma IM earlier this year
It will have a network of offices in Edinburgh, Glasgow and Aberdeen
David Muncaster tasked with growing distribution channels across the UK
It is understood Sriharan is switching sides for a role in asset management
CEO David Esfandi says having backing of private equity house HPS Investment Partners allows firm to build on growth
CGWM joins Charles Stanley, AJ Bell, Brooks Macdonald and long line of DFMs that have scrapped the tax
The £54m deal will take the Edinburgh-based investment business off RBS’ hands
Funding will help the company grow through ‘both internal development and acquisitions’
But assets down 6% from previous year
Canaccord Genuity Wealth Management CEO on why being comfortable is not good for business