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Westminster Asset Management
Home Business Appointments

Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey

July 18, 2024
in Appointments, Business, Financial Services, Jersey
Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey
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Canaccord Genuity Wealth Management in the Crown Dependencies has appointed Ricardo Pereira as a Stockbroking Director in its Jersey office.

Ricardo Pereira (pictured) has a background in private banking and is excited to be joining the Canaccord team.

“Canaccord is one of the top wealth management companies in the UK and Channel Islands,” he said. “The company has a great reputation and offers some of the best investment solutions in the industry with a strong focus on client service.”

Ricardo has achieved the CISI Level 4 IAD (Securities and derivatives) and the CISI Level 6 Certificate in Private Clent Investment Advice and Management.

He will report to the Head of Stockbroking in Jersey, Rob Llewellin, who commented: “I’m absolutely delighted with Ricardo’s appointment.  It’s great to recruit someone locally with Ricardo’s proven track record of delivering a high quality service to clients.  He brings with him a breadth and depth of experience looking after a wide range of private clients, with a focus on achieving their specific objectives. His addition to Canaccord’s Jersey office is an indication of our commitment to growing and developing our stockbroking and investment management team on the island.”

A keen walker, Ricardo enjoys exploring the coasts around Jersey, cooking with his young children, travelling and chilling on the beach with his family.

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Sue Fitzgerald

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