John Arthur Davey

Collins Stewart is an active, risk-averse investor that manages portfolios to maximize returns on a risk-adjusted basis in rising markets and reduce losses in falling markets. Their Asset Allocation Committee determines the balance of investments between bonds, equities, commodities, real estate and cash, overlaying these decisions on the countries and sectors offering the best prospects. A fund selection team of sector specialists focuses on specific regions to ensure balanced and relevant fund choices. The firm's stock selection committee uses a wide range of research, including Collins Stewart's proprietary stock valuation system to identify the most attractive holdings. These decisions are reflected across a range of model portfolios from which they develop tailored client solutions. The firm's in-house portfolio monitoring team ensures that decisions are implemented consistently and appropriately. Collins Stewart offers open-ended investment funds based in Guernsey and Dublin. The Guernsey funds invest in fixed-income, balanced, growth and funds of hedge funds and the Dublin funds provide dedicated exposure to European, US and UK equity markets as well as offering a total return bond fund

Provides Investment Advice

Canaccord AM aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. They manage active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. Their in-house research teams and experienced investment managers form the backbone of their centralized investment process.

Provides financial intermediation services

Provides financial advice to private and corporate clients

Provides investment services

Provides invoice trading services

Provides investment services

Provides investment solutions