Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more...Canaccord launches Planning office with senior hire
- Friday, 30 June 2023
- Articles
Canaccord Genuity Wealth Management (CGWM) UK has launched a new Financial Planning office in Norwich which will be headed by award-winning Financial Planner Hazel Bowen, the Personal Finance Society’s Chartered Financial Planner of the Year 2023.
Read more...Canaccord to buy Punter Southall Wealth for £164m
- Tuesday, 14 December 2021
- Articles
Canaccord Genuity Wealth Management UK (CGWM UK) has agreed to acquire Punter Southall Wealth from Punter Southall Group in a £164m deal.
Read more...Quilter Cheviot Jersey appoints new investment director
- Thursday, 06 July 2017
- Articles
Investment firm Quilter Cheviot has bolstered its senior staff in Jersey with the appointment of a new investment director.
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