Daniel Smith
Analyst-Equity bei Canaccord Genuity Wealth Ltd.
Profil
Mr. Daniel C.
Smith, CFA, is an IM & International Equity Analyst at Canaccord Genuity Wealth Ltd.
He has the responsibility of creating an approved list of international companies (excluding the UK) that in-house portfolio managers can purchase for their private client portfolios.
Mr. Smith was previously employed as an Investment Analyst by Thomas Miller Investment Ltd., by Broadstone Pensions & Investments Ltd., and an Analyst by Hertfordshire Constabulary (United Kingdom).
He has a degree in Economics and Finance from the University of Southampton.
He is CFA Charter holder.
Aktive Positionen von Daniel Smith
Unternehmen | Position | Beginn |
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Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Analyst-Equity | 01.04.2019 |
Ehemalige bekannte Positionen von Daniel Smith
Unternehmen | Position | Ende |
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Thomas Miller Investment Ltd.
Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Corporate Officer/Principal | 01.04.2019 |
BPI 55 Ltd.
BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Corporate Officer/Principal | 01.12.2014 |
Hertfordshire Constabulary (United Kingdom) | Corporate Officer/Principal | 01.09.2010 |
Ausbildung von Daniel Smith
The University of Southampton | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Thomas Miller Investment Ltd.
Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Finance |
BPI 55 Ltd.
BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Finance |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Finance |
Hertfordshire Constabulary (United Kingdom) | Government |