Canaccord Genuity Wealth Management International in the Crown Dependencies has promoted Charles Cohen to Head of Wealth Management in Jersey.
Charles Cohen (pictured) was Divisional Director responsible for five Canaccord Genuity Wealth Management (CGWM) offices in North of England and has been an Investment Director at Canaccord Genuity in London since 2016.
Charles has more than 30 years’ experience delivering discretionary portfolio management and advisory services to trusts, charities, pensions, and private clients by leveraging the resources and expertise available through our centralised investment process.
In his new role he will provide leadership to the Portfolio Management and Stockbroking teams, who provide investment management, execution-only dealing and stockbroking for clients and their advisors based in Jersey and overseas.
Andy Finch, CEO of Canaccord Genuity Wealth Management in the Crown Dependencies said: “I am delighted to welcome Charles to our Jersey office. He will be able to apply his international and Canaccord Genuity experience and leadership skills to support the team as it continues to grow while maintaining our reputation for delivering independent wealth management services to our private and intermediary clients.
“I look forward to working closely with Charles to deliver the firm’s organic growth goals in Jersey and the Crown Dependencies.”
Charles succeeds Ryan Harrison, who is retiring after a very successful 16 years with the firm. Charles and Ryan are working together to ensure a smooth hand-over.
