Patrick Thomas
Mitglied des Investmentausschusses bei Canaccord Genuity Wealth Ltd.
Profil
Mr. Patrick Thomas is an Investment Director & Head of ESG Investments at Canaccord Genuity Wealth Ltd.
He sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee.
He specializes in managing investment portfolios for intermediaries, trusts, charities and pension funds, specializing in discretionary mandates.
He has over 7 years of industry experience.
Mr. Thomas is a chartered Wealth Manager and a Chartered Fellow of the CISI.
Aktive Positionen von Patrick Thomas
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 13.01.2014 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
