Canaccord Genuity Wealth Management (‘CGWM’) have announced that Michael Caetano and Jason Robilliard have been appointed as Investment Directors in the Jersey and Guernsey offices respectively.
Michael, who has been appointed in Jersey, brings a great deal of experience and knowledge to his role having managed the investments for a range of private and institutional clients for more than 20 years. Michael has specialist expertise in discretionary investment management, with a particular focus on global fixed income and equity markets and managing tailored portfolios as well as risk-based multi-asset investment solutions.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds a Distinction in the CISI Private Client Investment Advice and Management certificate .
Jason was born and educated in Guernsey and has over 25 years’ experience in managing discretionary portfolios for private clients and professional investors. He is a Chartered Fellow of CISI and was awarded Chartered Wealth Manager status in 2010. He will be based in Guernsey.
For the past 18 years Jason has specialised in managing portfolios employing a multi-manager approach. During this time he has also been the lead manager on two Guernsey registered investment funds.
“We are delighted that Michael and Jason join Canaccord Genuity Wealth Management in Jersey and Guernsey at this exciting time. They will both bring a valuable depth of expertise to our teams and clients while being able to leverage the breadth and depth of insight from our central investment office,” said David Esfandi, Chief Executive Officer of CGWM.
Grahame Lovett, Chief Executive, Offshore said: “I am very pleased to welcome Michael and Jason to our teams. They both have experience and extensive knowledge of managing a whole spectrum of clients, including ultra-high net worth individuals, private clients, fiduciaries and trustees, captive insurance companies, charities and pension funds. They will be a tremendous asset to our business.
“Canaccord Genuity Wealth Management continues to build on its success as a leading investment and wealth manager in the Channel Islands and recruiting people with a high standard of skills and expertise is fundamental to our strategy.”
