• Sun. Jun 16th, 2024

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Canaccord expands wealth planning footprint with Scottish acquisition

Byjobz786.com

Nov 11, 2023

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The agency will function underneath Canaccord’s present Adam & Firm model which encompasses its Scottish working companies within the UK and Crown Dependencies (CGWM UK) and David Bremner, Clever Capital’s largest shareholder and present managing director will be a part of the manager management staff of Adam & Firm as head of Wealth Administration – Glasgow.

“We now have at all times had a robust imaginative and prescient for the way forward for Clever Capital and from our earliest conversations, we discovered that Canaccord Genuity and Adam & Firm had been utterly aligned with our values and our dedication to excessive ethics and consumer service requirements. I stay up for starting this subsequent chapter with a number one Scottish model and with the ability to supply our present and future shoppers an elevated monetary planning expertise.”

Canaccord Genuity sees the addition of Clever Capital to its Scottish enterprise unit as a possibility to strengthen its wealth administration operations and place for additional development potential.

“We’re excited to be joined by a robust staff of deeply skilled monetary planning professionals from Clever Capital,” stated David Esfandi, CEO of CGWM UK. “We now have had a superb expertise since getting into the vital Scottish market in 2021, and the addition of a brand new workplace in Glasgow provides us extra experience within the area to satisfy the rising demand for our excellent built-in wealth administration providing.”

The transaction is predicted to shut within the first three months of 2024, topic to regulatory approvals and different customary closing situations.

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