Canaccord Genuity Wealth Management UK creates senior role to manage expanding business.

Canaccord Genuity Wealth Management UK and Crown Dependencies has appointed Duncan Stratford to the newly-created position of managing director of its UK business. 

Starting immediately, the firm said that this role has been created to manage the UK business after it expanded in size and scope. 

With 20 years at the firm, most recently as head of the UK front office, Stratford has been promoted to managing director and will take responsibility for the growth of the UK’s extensive investment management and wealth planning business, the firm said in a statement. This follows his contribution to the integrations of Hargreave Hale, McCarthy Taylor, Thomas Miller, Adam & Company and most recently, Punter Southall Wealth. 

David Esfandi, CEO of CGWM said: “Canaccord Genuity Wealth Management’s exceptional growth trajectory has led to the requirement for this role – and Duncan makes a perfect managing director.” 

“The momentum we have built through the collaboration between our investment management and financial planning teams, puts us in an excellent position to harness our expertise for our clients and capitalise on opportunities to sustainably grow our business,” he added.

Canaccord Genuity Wealth Management manages and administers £33.4 billion ($41 billion) assets for private and professional clients and has over 700 colleagues across 12 offices in the UK with a further four offices in the Crown Dependency islands.