Roy Barry Clouse
Mitglied des Investmentausschusses bei Canaccord Genuity Wealth Ltd.
Profil
Mr. Roy B.
Clouse is a Senior Investment Director at Canaccord Genuity Wealth Ltd.
He is responsible for managing discretionary portfolios for high net worth private clients.
He sits on Canaccord Genuity Wealth Management’s Fixed Interest Committee and ETF Committee.
Over his career spanning over 30 years, Mr. Clouse has advised on investing in equities, fixed income, foreign exchange and funds on a global basis and in a variety of currencies for onshore and offshore clients.
He is a Chartered Fellow of the CISI.
Aktive Positionen von Roy Barry Clouse
| 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 | 26.06.2013 |
Ehemalige bekannte Positionen von Roy Barry Clouse
| Unternehmen | Position | Ende |
|---|---|---|
| Collins Stewart Wealth Management Ltd. | Director of Investments | 26.06.2013 |
Eden Financial Ltd.
 Eden Financial Ltd. Investment ManagersFinance Eden Financial Ltd. (EF) is the investment management subsidiary of Collins Stewart Wealth Management Ltd., itself a subsidiary of Canaccord Financial, Inc. (TO: CF) in Canada. Established in 1999, the firm is based in London and provides include IT-driven European securities brokerage, prime brokerage, institutional research, specialized corporate finance and wealth management. EF manages discretionary portfolio for high-net worth individuals and institutions worldwide, including pension funds and not-for-profit organizations. | Portfolio Manager-Aktien | 01.10.2012 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Eden Financial Ltd.
Eden Financial Ltd. Investment ManagersFinance Eden Financial Ltd. (EF) is the investment management subsidiary of Collins Stewart Wealth Management Ltd., itself a subsidiary of Canaccord Financial, Inc. (TO: CF) in Canada. Established in 1999, the firm is based in London and provides include IT-driven European securities brokerage, prime brokerage, institutional research, specialized corporate finance and wealth management. EF manages discretionary portfolio for high-net worth individuals and institutions worldwide, including pension funds and not-for-profit organizations. | Finance |
| Collins Stewart Wealth Management Ltd. | 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 |
