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Canaccord Genuity WM Creates New Head Of UK Wealth Planning
Canadian-headquartered firm Canaccord Genuity Wealth Management has appointed Chris Albert to the newly-created role of head of wealth planning for its UK business.
Albert has 22 years of industry experience, including leadership roles in wealth planning, sales management and training.
Since 2011, Albert has been head of wealth advisory for CGWM’s 360° Service – an integrated wealth management service including advice, investment management, tax and financial planning. He will continue with these responsibilities in addition to overseeing CGWM’s wealth planning business in the UK. All front-office wealth planning professionals will now report to Albert.
In other recent hires at the firm, last month Canaccord Genuity Wealth Management appointed Andy Finch as head of wealth management in Guernsey.