Bringing you live news and features since 2006 

CGWM appoints UK Head of Wealth Planning

RELATED TOPICS​

Canaccord Genuity Wealth Management (CGWM) has appointed Chris Albert as Head of Wealth Planning for its UK business, a newly-created role. 

Since 2011, Albert has been Head of Wealth Advisory for CGWM’s 360° Service – an integrated approach to wealth management including advice, investment management, tax and financial planning.  He will continue with these responsibilities in addition to overseeing the growth of CGWM’s wealth planning business in the UK.  All front office wealth planning professionals will now report to Chris. 

Stephen Massey (pictured), Head of UK Wealth Management, says: “Chris is a highly experienced wealth planning practitioner and I look forward to working with him to grow our business.  Our strategic objectives include broadening the scope of services we provide to our clients, and integrating our investment management and financial planning capabilities more closely, with wealth planning as a key component of these initiatives.”
 
Albert says: “Although we provide a huge array of planning services, from succession planning to IHT portfolios, we believe there is considerable scope to extend these capabilities across the wealth management division. Therefore I am keen to build profile for our high quality services, deepen our relationships with clients, and work closely with CGWM's other front office teams.”
 
Albert has 22 years of industry experience, including leadership roles in wealth planning, sales management and training. 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by