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CGWM expands portfolio management team with two senior hires


Canaccord Genuity Wealth Management (CGWM) has hired Adam Ross and Rob Horan to join its portfolio management team as investment director and associate director, respectively. 

Both joined on 10 March 2014 in newly-created positions, reporting to Duncan Stratford, investment director.
Ross’ role at CGWM will involve managing portfolios and advising private clients on investment opportunities.  He spent the past 18 months as a private wealth director with family office jonathanfry plc.  He was previously a vice president and investment adviser at Morgan Stanley Private Wealth Management, advising ultra-high net worth individuals and family offices.  Earlier in his career, he worked for Barclays and Coutts as a private banker.
Horan will manage portfolios and advise senior executives on how to unlock the full potential of employee share schemes.  He joins from Killik & Co. where he held a similar role for over five years, building relationships with FTSE 100 companies and advising their executives.  Prior to Killik & Co., he worked at BDO Investment Management.
Stephen Massey, head of UK wealth management at CGWM, says: “Adam and Rob both bring substantial experience managing and advising private clients.  These key appointments demonstrate our continued efforts towards strengthening and growing our private client services. We are keen to leverage the broader resources of the Canaccord Genuity group, including our global investment research, for the benefit of our private clients.”

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