| Date | Description |
|---|
| 2023-03-23 |
delete chiefinvestmentofficer Noel Kelly |
| 2023-03-23 |
delete otherexecutives Charles N. Bralver |
| 2023-03-23 |
delete otherexecutives Dipesh Shah |
| 2023-03-23 |
delete otherexecutives Francesca Shaw |
| 2023-03-23 |
delete otherexecutives Sally Tennant |
| 2023-03-23 |
insert otherexecutives Amy Freedman |
| 2023-03-23 |
insert otherexecutives Rod Phillips |
| 2023-03-23 |
insert otherexecutives Terrence (Terry) Lyons |
| 2023-03-23 |
delete person Ahmet Shevket |
| 2023-03-23 |
delete person Charles N. Bralver |
| 2023-03-23 |
delete person Dipesh Shah |
| 2023-03-23 |
delete person Francesca Shaw |
| 2023-03-23 |
delete person James Swaisland |
| 2023-03-23 |
delete person Noel Kelly |
| 2023-03-23 |
delete person Sally Tennant |
| 2023-03-23 |
insert person Amy Freedman |
| 2023-03-23 |
insert person Anthony Holley |
| 2023-03-23 |
insert person Karen Faragh |
| 2023-03-23 |
insert person Rod Phillips |
| 2023-03-23 |
insert person Terrence (Terry) Lyons |
| 2023-03-23 |
insert person Victoria Liddle |
| 2023-03-23 |
update person_description Chris Colclough => Chris Colclough |
| 2023-03-23 |
update person_description Chris Wilson => Chris Wilson |
| 2023-03-23 |
update person_description Robert Llewellin => Robert Llewellin |
| 2023-03-23 |
update person_description Stuart Wilson => Stuart Wilson |
| 2023-02-16 |
delete chiefinvestmentofficer Jason Robilliard |
| 2023-02-16 |
insert otherexecutives Mark Richards |
| 2023-02-16 |
insert otherexecutives Wendy Scriven |
| 2023-02-16 |
insert person Graham Webb |
| 2023-02-16 |
insert person Howard Phillips |
| 2023-02-16 |
insert person Lee McDowell |
| 2023-02-16 |
insert person Mark Richards |
| 2023-02-16 |
insert person Muriel Meehan |
| 2023-02-16 |
insert person Ryan Norman |
| 2023-02-16 |
insert person Stewart Howard |
| 2023-02-16 |
insert person Wendy Scriven |
| 2023-02-16 |
update person_title Craig McGuire: Investment Manager => Stockbroking Director |
| 2023-02-16 |
update person_title Duncan Stratford: Head of UK Front Office; Member of the UK Leadership Team; Member of the Portfolio Management Team => Member of the UK Leadership Team; Managing Director, Canaccord Genuity Wealth Management; Member of the Portfolio Management Team |
| 2023-02-16 |
update person_title Jason Robilliard: Investment Director; Member of the Portfolio Management Team => Head of Portfolio Management, Guernsey; Member of the Portfolio Management Team |
| 2023-02-16 |
update person_title Kamal Warraich: Investment Analyst => Head of Equity Fund Research |
| 2023-02-16 |
update person_title Stephen Glover: Investment Director / Deputy Head of Jersey Stockbroking; Investment Director - Strategic Distribution Partnerships => Investment Director - Strategic Distribution Partnerships |
| 2023-01-13 |
delete person Colin Mann |
| 2023-01-13 |
insert person Joel Tippey |
| 2022-12-07 |
delete person Luke Spencer-Smith |
| 2022-12-07 |
insert person Jo Jehan |
| 2022-12-07 |
update person_description Chris Colclough => Chris Colclough |
| 2022-11-07 |
delete chiefinvestmentofficer Adam Caplan |
| 2022-11-07 |
delete chiefinvestmentofficer Adam Horsley |
| 2022-11-07 |
delete chiefinvestmentofficer Adrian Francis |
| 2022-11-07 |
delete chiefinvestmentofficer Jonathan Ward |
| 2022-11-07 |
delete chiefinvestmentofficer Lawrence Peterman |
| 2022-11-07 |
delete chiefinvestmentofficer Max Caris-Harris |
| 2022-11-07 |
delete chiefinvestmentofficer Min Saha |
| 2022-11-07 |
delete chiefinvestmentofficer Paul Derrien |
| 2022-11-07 |
delete chiefinvestmentofficer Philip Miles |
| 2022-11-07 |
delete chiefinvestmentofficer Roy Clouse |
| 2022-11-07 |
delete chiefinvestmentofficer Symon Hawken |
| 2022-11-07 |
insert otherexecutives Adam Caplan |
| 2022-11-07 |
insert otherexecutives Adrian Francis |
| 2022-11-07 |
insert otherexecutives Jonathan Ward |
| 2022-11-07 |
insert otherexecutives Lawrence Peterman |
| 2022-11-07 |
insert otherexecutives Max Caris-Harris |
| 2022-11-07 |
insert otherexecutives Min Saha |
| 2022-11-07 |
insert otherexecutives Paul Derrien |
| 2022-11-07 |
insert otherexecutives Philip Miles |
| 2022-11-07 |
insert otherexecutives Roy Clouse |
| 2022-11-07 |
insert otherexecutives Symon Hawken |
| 2022-11-07 |
delete person Adam Horsley |
| 2022-11-07 |
insert person Tom Stevens |
| 2022-11-07 |
update person_description Chris Colclough => Chris Colclough |
| 2022-11-07 |
update person_description Chris Wilson => Chris Wilson |
| 2022-11-07 |
update person_description Dermot Hamill => Dermot Hamill |
| 2022-11-07 |
update person_description Iain MacKenzie => Iain MacKenzie |
| 2022-11-07 |
update person_description Matthew Atkinson => Matthew Atkinson |
| 2022-11-07 |
update person_description Ryan Harrison => Ryan Harrison |
| 2022-11-07 |
update person_description Stuart Wilson => Stuart Wilson |
| 2022-11-07 |
update person_title Adam Caplan: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Adrian Francis: Investment Director; Member of the Portfolio Management Team => Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Jonathan Ward: Investment Director; Member of the Portfolio Management Team => Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Lawrence Peterman: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Max Caris-Harris: Investment Director; Member of the Portfolio Management Team => Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Min Saha: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Paul Derrien: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Philip Miles: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Richard Hallett: Member of the Fund Management Team; Head of Fund Management; Member of the UK Leadership Team => Head of Asset Management and Fund Manager; Head of Fund Management; Member of the UK Leadership Team; Member of the Asset Management Team |
| 2022-11-07 |
update person_title Roy Clouse: Investment Director; Member of the Portfolio Management Team => Senior Investment Director; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Ryan Harrison: Head of Portfolio Management, Jersey; Head of Portfolio Management; Head of Wealth Management, Jersey; Member of the International Leadership Team; Member of the Portfolio Management Team => Head of Portfolio Management; Head of Wealth Management, Jersey; Member of the International Leadership Team; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Stephen Glover: Investment Director - Strategic Distribution Partnerships => Investment Director / Deputy Head of Jersey Stockbroking; Investment Director - Strategic Distribution Partnerships |
| 2022-11-07 |
update person_title Stuart Wilson: Head of Portfolio Management; Member of the Portfolio Management Team; Investment Manager => Head of Portfolio Management; Head of Portfolio Management, Isle of Man; Member of the Portfolio Management Team |
| 2022-11-07 |
update person_title Symon Hawken: Investment Director; Member of the Portfolio Management Team => Team Leader; Senior Investment Director; Member of the Portfolio Management Team |
| 2022-10-07 |
delete managingdirector Adam Side |
| 2022-10-07 |
delete otherexecutives Merri Jones |
| 2022-10-07 |
delete otherexecutives Michael D. Harris |
| 2022-10-07 |
delete otherexecutives Terrence A. Lyons |
| 2022-10-07 |
insert otherexecutives Michael Auerbach |
| 2022-10-07 |
delete person Adam Side |
| 2022-10-07 |
delete person Clare Green |
| 2022-10-07 |
delete person Lesley Munro |
| 2022-10-07 |
delete person Lloyd Bannocks |
| 2022-10-07 |
delete person Merri Jones |
| 2022-10-07 |
delete person Michael D. Harris |
| 2022-10-07 |
delete person Riccardo Landucci |
| 2022-10-07 |
delete person Stephen Blakemore |
| 2022-10-07 |
delete person Terrence A. Lyons |
| 2022-10-07 |
delete person Thomas Holliday |
| 2022-10-07 |
insert person Michael Auerbach |
| 2022-10-07 |
insert person Thomas Hibbert |
| 2022-10-07 |
update person_title Charles N. Bralver: Audit and Risk Committee and Corporate Governance and Compensation Committee; Member of the Board of Directors; Member of the Corporate Governance and Compensation Committee; Financial Services Executive; Member of Audit and Risk Committee => Corporate Governance and Compensation Committee; Member of the Board of Directors; Member of the Corporate Governance and Compensation Committee; Financial Services Executive |
| 2022-10-07 |
update person_title Christina Marinoff: Vice President, Investor Relations and Communications => SVP, Head of Investor Relations & Global Corporate Communications |
| 2022-10-07 |
update person_title Daniel Sugarman: Wealth Adviser => Senior Wealth Adviser |
| 2022-10-07 |
update person_title Francesca Shaw: Member of the Audit and Risk Committee => Audit and Risk Committee; Member of Audit and Risk Committee |
| 2022-10-07 |
update person_title Jo-Anne O'Connor: Member of the Audit and Risk Committee => Audit and Risk Committee; Member of the Corporate Governance and Compensation Committee; Member of Audit and Risk Committee |
| 2022-08-05 |
delete chiefinvestmentofficer Daniel Coleman |
| 2022-08-05 |
delete chieflegalofficer Barbara Walshe |
| 2022-08-05 |
insert chiefinvestmentofficer Daniel Adams |
| 2022-08-05 |
insert chiefinvestmentofficer Harry Schofield |
| 2022-08-05 |
insert chiefinvestmentofficer Jane Tulloch |
| 2022-08-05 |
insert chiefinvestmentofficer Jon Gould |
| 2022-08-05 |
insert chiefinvestmentofficer Julian Key |
| 2022-08-05 |
insert chiefinvestmentofficer Nicholas Grant |
| 2022-08-05 |
insert chiefinvestmentofficer Peter Haynes |
| 2022-08-05 |
insert chiefinvestmentofficer Peter Seamer |
| 2022-08-05 |
insert chiefinvestmentofficer Richard Hyder |
| 2022-08-05 |
insert chiefinvestmentofficer Sanjeev Chopra |
| 2022-08-05 |
insert chiefinvestmentofficer Thomas Becket |
| 2022-08-05 |
insert chiefinvestmentofficer Toby Carpenter |
| 2022-08-05 |
insert chiefriskofficer Adrian Pelosi |
| 2022-08-05 |
insert coo John Hamilton-Hunt |
| 2022-08-05 |
insert cto Fera Jeraj |
| 2022-08-05 |
insert evp Adrian Pelosi |
| 2022-08-05 |
insert managingdirector Adam Side |
| 2022-08-05 |
insert managingdirector Matthew Sharp |
| 2022-08-05 |
insert otherexecutives Andrew Cantouris |
| 2022-08-05 |
insert otherexecutives Carl Fiford |
| 2022-08-05 |
insert otherexecutives Geoff Tresman |
| 2022-08-05 |
insert treasurer Adrian Pelosi |
| 2022-08-05 |
delete person Barbara Walshe |
| 2022-08-05 |
delete person Daniel Coleman |
| 2022-08-05 |
delete person Giles Hargreave |
| 2022-08-05 |
insert person Adam Jordan |
| 2022-08-05 |
insert person Adam Side |
| 2022-08-05 |
insert person Adrian Pelosi |
| 2022-08-05 |
insert person Alexander Bignell |
| 2022-08-05 |
insert person Andrew Cantouris |
| 2022-08-05 |
insert person Andy Pearce |
| 2022-08-05 |
insert person Anthony Richards |
| 2022-08-05 |
insert person Callum Davies |
| 2022-08-05 |
insert person Carl Fiford |
| 2022-08-05 |
insert person Catherine Lake |
| 2022-08-05 |
insert person Cheryl Marshall |
| 2022-08-05 |
insert person Daniel Adams |
| 2022-08-05 |
insert person Duncan Macpherson |
| 2022-08-05 |
insert person Fera Jeraj |
| 2022-08-05 |
insert person Frans van den Berg |
| 2022-08-05 |
insert person Geoff Tresman |
| 2022-08-05 |
insert person George Nabbs |
| 2022-08-05 |
insert person Graham Norford |
| 2022-08-05 |
insert person Harry Schofield |
| 2022-08-05 |
insert person Hayley Hamer |
| 2022-08-05 |
insert person Henry Denne |
| 2022-08-05 |
insert person James Adley |
| 2022-08-05 |
insert person James Knowles |
| 2022-08-05 |
insert person James Nightingale |
| 2022-08-05 |
insert person James Schute |
| 2022-08-05 |
insert person Jane Tulloch |
| 2022-08-05 |
insert person Jerry McLoughlin |
| 2022-08-05 |
insert person John Hamilton-Hunt |
| 2022-08-05 |
insert person Jon Gould |
| 2022-08-05 |
insert person Josh Llewellyn |
| 2022-08-05 |
insert person Julian Key |
| 2022-08-05 |
insert person Katie Santy |
| 2022-08-05 |
insert person Matthew Sharp |
| 2022-08-05 |
insert person Mike Myers |
| 2022-08-05 |
insert person Nicholas Grant |
| 2022-08-05 |
insert person Paul Langford |
| 2022-08-05 |
insert person Paul Simons |
| 2022-08-05 |
insert person Peter Haynes |
| 2022-08-05 |
insert person Peter Seamer |
| 2022-08-05 |
insert person Peter Young |
| 2022-08-05 |
insert person Richard Hyder |
| 2022-08-05 |
insert person Rollo Hovey |
| 2022-08-05 |
insert person Rupert Stone |
| 2022-08-05 |
insert person Sanjeev Chopra |
| 2022-08-05 |
insert person Sarah Windsor-Lewis |
| 2022-08-05 |
insert person Simon Kay |
| 2022-08-05 |
insert person Thomas Becket |
| 2022-08-05 |
insert person Tim Wishart |
| 2022-08-05 |
insert person Toby Carpenter |
| 2022-08-05 |
insert person Tom Dilrew |
| 2022-08-05 |
update person_description Ryan Harrison => Ryan Harrison |
| 2022-08-05 |
update person_title Charles N. Bralver: Audit Committee and Corporate Governance and Compensation Committee; Member of the Audit Committee Are; Member of the Board of Directors; Member of the Corporate Governance and Compensation Committee; Financial Services Executive => Audit and Risk Committee and Corporate Governance and Compensation Committee; Member of the Board of Directors; Member of the Corporate Governance and Compensation Committee; Financial Services Executive; Member of Audit and Risk Committee |
| 2022-08-05 |
update person_title Dipesh Shah: Member of the Audit Committee; Member of the Audit Committee Are; Chairman of National Highways => Audit and Risk Committee; Member of the Audit and Risk Committee; Chairman of National Highways |
| 2022-08-05 |
update person_title Ryan Harrison: Head of Wealth Management, Jersey; Member of the International Leadership Team => Head of Portfolio Management, Jersey; Head of Wealth Management, Jersey; Member of the International Leadership Team |
| 2022-04-15 |
delete otherexecutives Justin Oliver |
| 2022-04-15 |
update person_title Justin Oliver: Investment Officer; Deputy Chief => Member of the International Leadership Team; Chief Investment Officer, Canaccord Genuity Funds |
| 2022-03-29 |
insert chiefinvestmentofficer Marcus Low |
| 2022-03-29 |
insert personal_emails ro..@canaccord.com |
| 2022-03-29 |
delete person Rod Sallis |
| 2022-03-29 |
insert person Jeremy Hippolite |
| 2022-03-29 |
insert person Marcus Low |
| 2022-03-29 |
update person_description Robert Llewellin => Robert Llewellin |
| 2022-02-14 |
delete chiefinvestmentofficer Jordan Sriharan |
| 2022-02-14 |
delete person Jonathon Hayton |
| 2022-02-14 |
delete person Jordan Sriharan |
| 2022-02-14 |
delete person Kevin Gregory |
| 2022-02-14 |
insert person Colin Mann |
| 2022-02-14 |
insert person Harry Plunkett |
| 2022-02-14 |
insert person Jonathan Hayton |
| 2022-02-14 |
insert person Luke Spencer-Smith |
| 2022-02-14 |
insert person Scott Morris |
| 2022-02-14 |
insert person Tom Livesey |
| 2022-02-14 |
update person_description Tracey Carter => Tracey Carter |
| 2022-02-14 |
update person_title Ryan Harrison: Head of Portfolio Management, Jersey; Member of the International Leadership Team; Member of the Portfolio Management Team => Head of Portfolio Management; Head of Wealth Management, Jersey; Member of the International Leadership Team; Member of the Portfolio Management Team |
| 2021-09-29 |
insert managingdirector Lisa McClure Byrnes |
| 2021-09-29 |
insert otherexecutives Francesca Shaw |
| 2021-09-29 |
insert person Archie Stirling |
| 2021-09-29 |
insert person Francesca Shaw |
| 2021-09-29 |
insert person Harry Evett |
| 2021-09-29 |
insert person Lisa McClure Byrnes |
| 2021-09-10 |
insert person Antony Summers |
| 2021-09-10 |
insert person Kevin Mclean |
| 2021-09-10 |
update person_description Dan Daviau => Dan Daviau |
| 2021-09-10 |
update person_description Dipesh Shah => Dipesh Shah |
| 2021-08-14 |
insert otherexecutives Jo-Anne O'Connor |
| 2021-08-14 |
delete person William Searle |
| 2021-08-14 |
insert person James Workman |
| 2021-08-14 |
insert person Jo-Anne O'Connor |
| 2021-08-14 |
insert person Michael Klizs |
| 2021-07-23 |
insert chiefinvestmentofficer Jordan Sriharan |
| 2021-07-23 |
insert otherexecutives Daragh O'Sullivan |
| 2021-07-23 |
delete person Oli Butlin |
| 2021-07-23 |
insert person Daragh O'Sullivan |
| 2021-07-23 |
insert person David Muncaster |
| 2021-07-23 |
insert person Grahame Lovett |
| 2021-07-23 |
insert person Natalie Howard |
| 2021-07-23 |
update person_description Stephen Glover => Stephen Glover |
| 2021-07-23 |
update person_title Jordan Sriharan: Head of MPS and Passive => Investment Director |
| 2021-07-23 |
update person_title Miguel de Freitas: Investment Manager => Deputy Head of Stockbroking |
| 2021-07-23 |
update person_title Nick Muir: Intermediary Investment Director; Member of the Portfolio Management Team => Intermediary Investment Director; Member of the Portfolio Management Team; Head of MPS and Passive |
| 2021-07-23 |
update person_title Stephen Glover: Head of Stockbroking, Jersey => Investment Director - Strategic Distribution Partnerships |
| 2021-06-23 |
insert chiefinvestmentofficer Dan Wynne |
| 2021-06-23 |
update person_title Ben Bavin: Stockbroker => Stockbroking Director |
| 2021-06-23 |
update person_title Dan Wynne: Investment Manager; Member of the Portfolio Management Team => Investment Director; Member of the Portfolio Management Team |
| 2021-06-23 |
update person_title David Chapman: Investment Manager => Stockbroking Director |
| 2021-06-23 |
update person_title David Kassie: Group Chairman; Executive Chairman of the Board of Directors; Executive Chairman; Director => Chairman of the Board of Directors; Group Chairman; Chairman; Director |
| 2021-06-23 |
update person_title Lloyd Bannocks: Investment Manager => Stockbroking Director |
| 2021-06-23 |
update person_title Rod Sallis: Investment Manager => Stockbroking Director |
| 2021-06-23 |
update person_title Stephen Sharples: Investment Manager; Member of the Portfolio Management Team => Stockbroking Director; Investment Manager; Member of the Portfolio Management Team |
| 2021-06-23 |
update person_title Zoe Smart: Stockbroker => Stockbroking Director |
| 2021-06-02 |
delete chiefinvestmentofficer Spencer Mariscal |
| 2021-06-02 |
delete person Spencer Mariscal |
| 2021-06-02 |
update person_description Terrence A. Lyons => Terrence A. Lyons |
| 2021-06-02 |
update person_title Giles Hargreave: Member of the Fund Management Team; Fund Manager => Life President; Member of the Fund Management Team |
| 2021-04-24 |
delete evp Bruce Maranda |
| 2021-04-24 |
delete otherexecutives Guernsey Rugby |
| 2021-04-24 |
insert chiefinvestmentofficer Kathryn Field |
| 2021-04-24 |
delete person Bruce Maranda |
| 2021-04-24 |
delete person Dan Holmström |
| 2021-04-24 |
delete person Guernsey Rugby |
| 2021-04-24 |
insert person Kathryn Field |
| 2021-04-24 |
insert person Paul Sherwood |
| 2021-04-24 |
insert person Stuart Brookes |
| 2021-04-24 |
insert person Wade Cox |
| 2021-04-24 |
update person_title Chris Wilson: Head of Stockbroking; Head of Stockbroking, Isle of Man; Member of the Portfolio Management Team => Head of Stockbroking, IOM; Member of the International Leadership Team; Head of Stockbroking, Isle of Man |
| 2021-04-24 |
update person_title Dermot Hamill: Head of Wealth Management, Isle of Man; Member of the Portfolio Management Team => Head of Wealth Management, Isle of Man; Member of the International Leadership Team; Head of Wealth Management, IOM |
| 2021-04-24 |
update person_title Robert Llewellin: Treasury Manager => Member of the International Leadership Team; Head of Stockbroking, Jersey |
| 2021-04-24 |
update person_title Stuart Wilson: Investment Manager; Member of the Portfolio Management Team => Head of Portfolio Management; Investment Manager; Member of the Portfolio Management Team |
| 2021-03-30 |
delete otherexecutives Eric Rosenfeld |
| 2021-03-30 |
delete person Alison Seymour |
| 2021-03-30 |
delete person Andy Waring |
| 2021-03-30 |
delete person Eric Rosenfeld |
| 2021-03-30 |
insert person Ahmet Shevket |
| 2021-03-30 |
insert person Mike Alford |
| 2021-03-30 |
insert person Sue Tummon |
| 2021-03-30 |
insert person Victoria Archer |
| 2021-03-30 |
update person_description Michael D. Harris => Michael D. Harris |
| 2021-03-30 |
update person_title Giles Hargreave: Member of the Fund Management Team; Fund Manager; Head of Fund Management; Member of the UK Leadership Team => Member of the Fund Management Team; Fund Manager |
| 2021-02-02 |
delete otherexecutives David Scammell |
| 2021-02-02 |
delete otherexecutives Stephen Massey |
| 2021-02-02 |
insert chiefinvestmentofficer Ashley Wilkes |
| 2021-02-02 |
insert chieflegalofficer Barbara Walshe |
| 2021-02-02 |
delete person Andrew Stewart |
| 2021-02-02 |
delete person David Scammell |
| 2021-02-02 |
insert person Alex English |
| 2021-02-02 |
insert person Anna Salim |
| 2021-02-02 |
insert person Ashley Wilkes |
| 2021-02-02 |
insert person Barbara Walshe |
| 2021-02-02 |
insert person Caroline de La Soujeole |
| 2021-02-02 |
insert person Jason Melbourne |
| 2021-02-02 |
insert person Jen Pardi |
| 2021-02-02 |
insert person Lucy Bloomfied |
| 2021-02-02 |
update person_title Mark Whaling: Global Head of Securities => Global Head of Securities; Global Head of Sales and Trading |
| 2021-02-02 |
update person_title Stephen Massey: Non - Executive Director; Member of the UK Leadership Team; Executive Chairman => Chairman; Member of the UK Leadership Team |
| 2021-02-02 |
update person_title Wayne Martel: Member of the International Leadership Team; Member of the UK Leadership Team; Head of Finance for Wealth Management UK and Europe => Member of the International Leadership Team; Member of the UK Leadership Team; Chief Financial Officer, Wealth Management UK & Europe; Chief Finance Officer, Wealth Management UK & Europe |
| 2020-10-16 |
delete person Natalie Howard |
| 2020-10-16 |
update person_title Giles Hargreave: Member of the Fund Management Team; Head of Fund Management; Member of the UK Leadership Team => Member of the Fund Management Team; Fund Manager; Head of Fund Management; Member of the UK Leadership Team |
| 2020-10-16 |
update person_title Richard Hallett: Member of the Fund Management Team; Fund Manager => Member of the Fund Management Team; Head of Fund Management |
| 2020-10-10 |
delete chiefinvestmentofficer Greg Powell |
| 2020-10-10 |
delete chiefinvestmentofficer Michael Caetano |
| 2020-10-10 |
delete person Greg Powell |
| 2020-10-10 |
delete person Michael Caetano |
| 2020-10-10 |
insert person Matthew Phillips |
| 2020-10-10 |
update person_description Andy Finch => Andy Finch |
| 2020-10-10 |
update person_description Chris Colclough => Chris Colclough |
| 2020-10-10 |
update person_description Chris Wilson => Chris Wilson |
| 2020-10-10 |
update person_description Dermot Hamill => Dermot Hamill |
| 2020-10-10 |
update person_description Iain MacKenzie => Iain MacKenzie |
| 2020-10-10 |
update person_description Matthew Atkinson => Matthew Atkinson |
| 2020-10-10 |
update person_description Ryan Harrison => Ryan Harrison |
| 2020-10-10 |
update person_description Stephen Glover => Stephen Glover |
| 2020-10-10 |
update person_description Stuart Wilson => Stuart Wilson |
| 2020-09-15 |
delete chiefinvestmentofficer Jeremy Harris |
| 2020-09-15 |
delete chro Rupa Ruparelia |
| 2020-09-15 |
delete otherexecutives Kevin Norman |
| 2020-09-15 |
insert personal_emails an..@canaccord.com |
| 2020-09-15 |
insert personal_emails ch..@canaccord.com |
| 2020-09-15 |
insert personal_emails ch..@canaccord.com |
| 2020-09-15 |
insert personal_emails de..@canaccord.com |
| 2020-09-15 |
insert personal_emails ia..@canaccord.com |
| 2020-09-15 |
insert personal_emails ma..@canaccord.com |
| 2020-09-15 |
insert personal_emails st..@canaccord.com |
| 2020-09-15 |
delete person Grahame Lovett |
| 2020-09-15 |
delete person Jeremy Harris |
| 2020-09-15 |
delete person John Gulliver |
| 2020-09-15 |
insert person Dan Smith |
| 2020-09-15 |
insert person Eric Rosenfeld |
| 2020-09-15 |
insert person Ian Berry |
| 2020-09-15 |
insert person Phil Cook |
| 2020-09-15 |
insert person Thomas Holliday |
| 2020-09-15 |
update person_title Anne-Marie Collivet: Member of the Offshore Leadership Team; Member of the Portfolio Management Team; Head of Client Services, Offshore => Head of Client Services, International; Member of the International Leadership Team; Member of the Portfolio Management Team |
| 2020-09-15 |
update person_title Chris Wilson: Head of Stockbroking; Member of the Portfolio Management Team => Head of Stockbroking; Head of Stockbroking, Isle of Man; Member of the Portfolio Management Team |
| 2020-09-15 |
update person_title Duncan Taylor: Member of the UK Leadership Team; Head of Compliance => Member of the UK Leadership Team; Head of Compliance, UK |
| 2020-09-15 |
update person_title James Swaisland: Member of the Offshore Leadership Team; Head of Compliance & MLRO, Offshore => Member of the International Leadership Team; Head of Compliance & MLRO, International |
| 2020-09-15 |
update person_title Kevin Norman: Member of the UK Leadership Team; Head of Client Services => Member of the UK Leadership Team; Head of Client Services, UK |
| 2020-09-15 |
update person_title Nicola Hoyland-Birch: Head of Human Resources, Offshore; Member of the Offshore Leadership Team => Member of the International Leadership Team; Head of Human Resources, International |
| 2020-09-15 |
update person_title Nigel Mather: Head of IT, Offshore; Member of the Offshore Leadership Team => Member of the International Leadership Team; Head of IT, International |
| 2020-09-15 |
update person_title Rupa Ruparelia: Head of Human Resources; Member of the UK Leadership Team => Head of Human Resources, UK; Member of the UK Leadership Team |
| 2020-09-15 |
update person_title Ryan Harrison: Head of Portfolio Management; Member of the Offshore Leadership Team; Member of the Portfolio Management Team => Head of Portfolio Management, Jersey; Member of the International Leadership Team; Member of the Portfolio Management Team |
| 2020-09-15 |
update person_title Stephen Glover: Head of Stockbroking; Member of the Offshore Leadership Team => Member of the International Leadership Team; Head of Stockbroking, Jersey |
| 2020-07-28 |
delete person Josh Sanford |
| 2020-07-28 |
delete person Michael Smith |
| 2020-07-16 |
delete chiefinvestmentofficer Josh Ross-Field |
| 2020-07-16 |
delete person Josh Ross-Field |
| 2020-07-06 |
delete person Luigi Algisi |
| 2020-07-06 |
delete person Michael Stranks |
| 2020-07-06 |
delete person Shane De Bhrun-Smith |
| 2020-07-06 |
update person_title Tom Hutchinson: Member of the Fund Management Team; Fund Manager => Member of the Fund Management Team; Investment Analyst |
| 2020-06-26 |
delete otherexecutives Richard Burden |
| 2020-06-26 |
delete person Holly Miller |
| 2020-06-26 |
delete person Lucy Brehaut |
| 2020-06-26 |
delete person Tim Sanders |
| 2020-06-26 |
update person_title Richard Burden: Business Development Director => Member of the Offshore Leadership Team; Head of International Sales |
| 2020-06-09 |
delete chiefinvestmentofficer Mark Chadwick |
| 2020-06-09 |
delete person Mark Chadwick |
| 2020-06-09 |
delete person Roderick Sam |
| 2020-06-03 |
delete chiefinvestmentofficer Steve Le Marchant |
| 2020-06-03 |
delete person Steve Le Marchant |
| 2020-05-22 |
delete person Nigel Cuming |
| 2020-05-07 |
delete person Martin Littlecott |
| 2020-05-07 |
delete person Tim Gurr |
| 2020-04-29 |
insert otherexecutives Stephen Massey |
| 2020-04-29 |
update person_title Andy Finch: Member of the Offshore Leadership Team; Managing Director of CGWM Funds => CEO, International; Member of the Offshore Leadership Team |
| 2020-04-29 |
update person_title Grahame Lovett: Member of the Offshore Leadership Team; Chief Executive, Offshore => Chairman, Canaccord Genuity Wealth ( International ) Limited; Member of the Offshore Leadership Team |
| 2020-04-29 |
update person_title Stephen Massey: Member of the UK Leadership Team; Executive Chairman; Chairman of Canaccord Genuity Wealth Management UK and Offshore => Non - Executive Director; Member of the UK Leadership Team; Executive Chairman |
| 2020-04-07 |
insert person Nicholas Michell |
| 2020-03-29 |
update person_title Alex Toohey: Assistant; Member of the Portfolio Management Team; Investment Manager => Investment Manager; Member of the Portfolio Management Team |
| 2020-03-05 |
insert person Marcus Potter |
| 2020-02-12 |
insert chiefinvestmentofficer Tom Richards |
| 2020-02-12 |
insert otherexecutives Andrew Taggart |
| 2020-02-12 |
insert person Andrew Taggart |
| 2020-02-12 |
insert person Tom Richards |
| 2020-02-12 |
update person_title Matthew Clarke: Assistant; Member of the Portfolio Management Team; Investment Manager => Investment Manager; Member of the Portfolio Management Team |
| 2020-01-30 |
delete chiefinvestmentofficer Richard Pemberton |
| 2020-01-30 |
delete person Richard Pemberton |
| 2020-01-30 |
insert person Laurence Leigh |
| 2020-01-15 |
insert chiefinvestmentofficer Spencer Mariscal |
| 2020-01-15 |
insert person Spencer Mariscal |
| 2019-12-22 |
update person_title Nick Russell: Interim Chief Executive Officer, Capital Markets Canaccord Genuity Limited ( UK & Europe ) => Chief Executive Officer, Capital Markets Canaccord Genuity Limited ( UK & Europe ) |
| 2019-12-06 |
delete chiefinvestmentofficer Ben McKeown |
| 2019-12-06 |
delete person Ben McKeown |
| 2019-12-06 |
insert person Jordan Sriharan |
| 2019-11-20 |
insert person Alison Seymour |
| 2019-11-20 |
insert person Clive Collins |
| 2019-11-20 |
insert person Daniel Sugarman |
| 2019-11-20 |
insert person David Rossell |
| 2019-11-20 |
insert person Jonathon Hayton |
| 2019-11-20 |
insert person Kevin Gregory |
| 2019-11-20 |
insert person Martin Littlecott |
| 2019-11-20 |
insert person Neil Norman |
| 2019-11-20 |
insert person Roderick Sam |
| 2019-11-20 |
insert person Simon Nicol |
| 2019-11-20 |
insert person Steven McKelvie |
| 2019-11-13 |
delete person Tony Dwyer |
| 2019-11-13 |
update person_title Debbie Kay: Senior Wealth Adviser => Wealth Planning Director |
| 2019-11-04 |
insert person Debbie Kay |
| 2019-11-04 |
insert person Matt Swatton |
| 2019-11-04 |
insert person Tim Gurr |
| 2019-10-25 |
delete chiefinvestmentofficer Mark Clubb |
| 2019-10-25 |
delete person Harry Finch |
| 2019-10-25 |
delete person Mark Clubb |
| 2019-10-25 |
insert person Oli Butlin |
| 2019-10-25 |
update person_description Charles N. Bralver => Charles N. Bralver |
| 2019-10-19 |
insert person Frazer Wilson |
| 2019-10-19 |
insert person Sharon Thorpe |
| 2019-10-19 |
update person_title Phil Hallam: Member of the Fund Management Team; Investment Analyst Trainee => Member of the Fund Management Team; Investment Analyst |
| 2019-09-23 |
delete chiefinvestmentofficer Christopher Kennedy |
| 2019-09-23 |
delete person Christopher Kennedy |
| 2019-09-06 |
delete person Angela Lloyd-Read |
| 2019-08-19 |
insert otherexecutives Nick Teo |
| 2019-08-19 |
insert person Lucy Brehaut |
| 2019-08-19 |
insert person Nick Teo |
| 2019-08-11 |
delete otherexecutives Kalpana Desai |
| 2019-08-11 |
delete person Kalpana Desai |
| 2019-07-18 |
delete person Sagar Morjaria |
| 2019-07-11 |
update person_title Kamal Warraich: Investment => Investment Analyst |
| 2019-07-11 |
update person_title Patrick Thomas: Investment Director; Member of the Portfolio Management Team; Investment Manager => Investment Director; Member of the Portfolio Management Team |
| 2019-06-30 |
delete otherexecutives Rob Horan |
| 2019-06-30 |
insert chiefinvestmentofficer Daniel Marks |
| 2019-06-30 |
insert chiefinvestmentofficer Rob Horan |
| 2019-06-30 |
update person_title Clare Green: Member of the Portfolio Management Team; Adminstrative Assistant => Team Assistant; Member of the Portfolio Management Team |
| 2019-06-30 |
update person_title Daniel Marks: Investment Manager; Member of the Portfolio Management Team => Investment Director; Member of the Portfolio Management Team |
| 2019-06-30 |
update person_title James Holroyd: Investment Manager; Member of the Portfolio Management Team => Investment Director / Assistant Head of Worcester Office; Member of the Portfolio Management Team |
| 2019-06-30 |
update person_title Kellie Want: Sales Associate; Member of the Portfolio Management Team => Team Assistant; Member of the Portfolio Management Team |
| 2019-06-30 |
update person_title Matthew Whittington: Investment Manager; Member of the Portfolio Management Team => Investment Manager / Assistant Head of Blackpool Office; Member of the Portfolio Management Team |
| 2019-06-30 |
update person_title Rob Horan: Associate Director; Member of the Portfolio Management Team => Investment Director; Member of the Portfolio Management Team |
| 2019-06-25 |
insert chiefinvestmentofficer Adam Horsley |
| 2019-06-25 |
insert person Adam Horsley |
| 2019-06-25 |
insert person Holly Miller |
| 2019-06-25 |
update person_title Andy Finch: Head of Wealth Management, Guernsey; Member of the Offshore Leadership Team; Managing Director of CGWM Funds => Member of the Offshore Leadership Team; Managing Director of CGWM Funds |
| 2019-06-25 |
update person_title Mike Ferrington: Wealth Adviser => Senior Wealth Adviser |
| 2019-06-20 |
delete personal_emails br..@canaccord.com |
| 2019-06-20 |
insert chairman Stephen Massey |
| 2019-06-20 |
insert person Adam Rix |
| 2019-06-20 |
insert person Doug Jones |
| 2019-06-20 |
insert person Kamal Warraich |
| 2019-06-20 |
insert person Lesley Munro |
| 2019-06-20 |
update person_title George Finlay: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2019-06-20 |
update person_title Michael Stranks: Member of the Fund Management Team => Member of the Fund Management Team; Investment Analyst |
| 2019-06-20 |
update person_title Stephen Massey: Member of the UK Leadership Team; Chairman of Canaccord Genuity Wealth Management UK and Offshore => Member of the UK Leadership Team; Executive Chairman; Chairman of Canaccord Genuity Wealth Management UK and Offshore |
| 2019-06-11 |
delete chiefinvestmentofficer David King |
| 2019-06-11 |
delete otherexecutives Alasdair Ogilvy-Stuart |
| 2019-06-11 |
insert chiefinvestmentofficer Patrick Thomas |
| 2019-06-11 |
delete person David King |
| 2019-06-11 |
delete person Roisin Scott |
| 2019-06-11 |
delete person Ruth Barnett |
| 2019-06-11 |
insert person James Meysey-Thompson |
| 2019-06-11 |
insert person Roisin Newton |
| 2019-06-11 |
insert person Tim Gilbert |
| 2019-06-11 |
update person_title Alasdair Ogilvy-Stuart: Business Development Director => Intermediary Sales Director |
| 2019-06-11 |
update person_title Nick Hodges: Member of the Portfolio Management Team => Senior Dealer; Member of the Portfolio Management Team |
| 2019-06-11 |
update person_title Patrick Thomas: Investment Manager; Member of the Portfolio Management Team => Investment Director; Member of the Portfolio Management Team; Investment Manager |
| 2019-05-26 |
insert person James Holroyd |
| 2019-05-22 |
delete person Margaret Babalola |
| 2019-05-22 |
delete person Mark Sandey |
| 2019-05-22 |
update person_title Andy Finch: Head of Wealth Management, Guernsey; Member of the Offshore Leadership Team => Head of Wealth Management, Guernsey; Member of the Offshore Leadership Team; Managing Director of CGWM Funds |
| 2019-05-22 |
update person_title Chris Colclough: Head of Portfolio Management; Member of the Offshore Leadership Team; Member of the Portfolio Management Team => Head of Wealth Management, Guernsey; Member of the Offshore Leadership Team; Member of the Portfolio Management Team |
| 2019-05-22 |
update person_title Tim Sanders: Member of the Offshore Leadership Team; Head of Wealth Management; Member of the Portfolio Management Team; Head of Jersey Wealth Management => Head of Wealth Management, Jersey; Member of the Offshore Leadership Team; Member of the Portfolio Management Team |
| 2019-04-25 |
delete ceo Alexis de Rosnay |
| 2019-04-25 |
delete chiefriskofficer Adrian Pelosi |
| 2019-04-25 |
delete evp Adrian Pelosi |
| 2019-04-25 |
delete treasurer Adrian Pelosi |
| 2019-04-25 |
delete person Adrian Pelosi |
| 2019-04-25 |
delete person Alexis de Rosnay |
| 2019-04-25 |
delete person Stephen Meadows |
| 2019-04-25 |
insert person Nick Russell |
| 2019-04-25 |
update person_title Mark Whaling: Global Head of Sales and Trading => Global Head of Securities |
| 2019-04-22 |
insert otherexecutives Dipesh Shah |
| 2019-04-22 |
insert otherexecutives Merri Jones |
| 2019-04-22 |
delete person Ian Kavanagh |
| 2019-04-22 |
delete person Jack Askew |
| 2019-04-22 |
update person_title Charles N. Bralver: Member of the Audit Committee Are; Member of the Corporate Governance and Compensation Committee; Financial Services Executive; Director => Member of the Audit Committee Are; Audit Committee Corporate Governance and Compensation Committee; Member of the Corporate Governance and Compensation Committee; Financial Services Executive; Director |
| 2019-04-22 |
update person_title Dipesh Shah: Member of the Audit Committee Are => Member of the Audit Committee; Audit Committee; Member of the Audit Committee Are |
| 2019-04-22 |
update person_title Kalpana Desai: Corporate Director; Non - Executive Director of Henderson Group Plc; Advisor; Member of the Corporate Governance and Compensation Committee => Corporate Director; Corporate Governance and Compensation Committee; Non - Executive Director of Henderson Group Plc; Advisor; Member of the Corporate Governance and Compensation Committee |
| 2019-04-22 |
update person_title Merri Jones: null => Corporate Director; Member of the Audit Committee; Audit Committee; Member of the Audit Committee Are; Advisor |
| 2019-04-18 |
delete otherexecutives Massimo Carello |
| 2019-04-18 |
delete person Massimo Carello |
| 2019-04-18 |
insert person Angela Lloyd-Read |
| 2019-04-01 |
delete person Dvai Ghose |
| 2018-08-02 |
insert chiefinvestmentofficer Alex van Moppes |
| 2018-08-02 |
insert chiefinvestmentofficer Andrew Findlater |
| 2018-08-02 |
insert chiefinvestmentofficer Ben McKeown |
| 2018-08-02 |
insert chiefinvestmentofficer Christopher Kennedy |
| 2018-08-02 |
insert chiefinvestmentofficer Daniel Coleman |
| 2018-08-02 |
insert chiefinvestmentofficer Jason Robilliard |
| 2018-08-02 |
insert chiefinvestmentofficer Jeremy Harris |
| 2018-08-02 |
insert chiefinvestmentofficer John Simon |
| 2018-08-02 |
insert chiefinvestmentofficer Josh Ross-Field |
| 2018-08-02 |
insert chiefinvestmentofficer Richard Pollitzer |
| 2018-08-02 |
insert chiefinvestmentofficer Simon Gunning |
| 2018-08-02 |
insert coo Peter Hall |
| 2018-08-02 |
insert otherexecutives David Scammell |
| 2018-08-02 |
delete person Furqan Sheikh |
| 2018-08-02 |
delete person Nigel Beidas |
| 2018-08-02 |
delete person Richard Clementi |
| 2018-08-02 |
insert person Adam Newman |
| 2018-08-02 |
insert person Alex van Moppes |
| 2018-08-02 |
insert person Andrew Findlater |
| 2018-08-02 |
insert person Ben McKeown |
| 2018-08-02 |
insert person Christopher Kennedy |
| 2018-08-02 |
insert person Clare Green |
| 2018-08-02 |
insert person Dan Holmström |
| 2018-08-02 |
insert person Daniel Coleman |
| 2018-08-02 |
insert person Daniel Marks |
| 2018-08-02 |
insert person David Scammell |
| 2018-08-02 |
insert person George Finlay |
| 2018-08-02 |
insert person Grant Spital |
| 2018-08-02 |
insert person Ian Kavanagh |
| 2018-08-02 |
insert person Jason Robilliard |
| 2018-08-02 |
insert person Jeremy Harris |
| 2018-08-02 |
insert person John Simon |
| 2018-08-02 |
insert person Josh Ross-Field |
| 2018-08-02 |
insert person Josh Sanford |
| 2018-08-02 |
insert person Marcos Mackie |
| 2018-08-02 |
insert person Margaret Babalola |
| 2018-08-02 |
insert person Michael Stranks |
| 2018-08-02 |
insert person Neil Jones |
| 2018-08-02 |
insert person Nick Leigh |
| 2018-08-02 |
insert person Phil Hallam |
| 2018-08-02 |
insert person Richard Pollitzer |
| 2018-08-02 |
insert person Roisin Scott |
| 2018-08-02 |
insert person Sagar Morjaria |
| 2018-08-02 |
insert person Shane De Bhrun-Smith |
| 2018-08-02 |
insert person Simon Gunning |
| 2018-08-02 |
update person_title David Walton: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Eustace Santa Barbara: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Guy Feld: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Natalie Howard: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Oliver Bedford: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Peter Hall: Head of IT and Operations; Member of the UK Leadership Team; Member of the Offshore Leadership Team => Member of the UK Leadership Team; Member of the Offshore Leadership Team; Group Chief Operating Officer |
| 2018-08-02 |
update person_title Richard Hallett: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Sid Chand Lall: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Tom Hutchinson: Member of the Fund Management Team => Member of the Fund Management Team; Fund Manager |
| 2018-08-02 |
update person_title Will Rosier: Member of the Fund Management Team => Member of the Fund Management Team; Investment Analyst |
| 2018-08-02 |
update person_title William Searle: Member of the Fund Management Team => Deputy Fund Manager; Member of the Fund Management Team |
| 2018-05-19 |
delete chiefinvestmentofficer Robert Pickford |
| 2018-05-19 |
delete otherexecutives Matthew Ellis |
| 2018-05-19 |
insert chiefinvestmentofficer Matthew Ellis |
| 2018-05-19 |
insert chiefinvestmentofficer Nicholas Feldman |
| 2018-05-19 |
delete person Robert Pickford |
| 2018-05-19 |
insert person Andrew Pang |
| 2018-05-19 |
update person_title Matthew Ellis: Associate Director; Member of the Portfolio Management Team => Investment Director; Member of the Portfolio Management Team |
| 2018-05-19 |
update person_title Nicholas Feldman: Member of the Portfolio Management Team; Investment Manager => Investment Director; Member of the Portfolio Management Team |
| 2018-05-06 |
insert chiefinvestmentofficer Adam Caplan |
| 2018-05-06 |
insert chiefinvestmentofficer Leon Shuall |
| 2018-05-06 |
insert person Adam Caplan |
| 2018-05-06 |
insert person Jack Askew |
| 2018-05-06 |
insert person Leon Shuall |
| 2018-05-06 |
update person_description Archie MacLellan => Archie MacLellan |
| 2018-04-02 |
insert person Adam Towey |
| 2018-04-02 |
insert person Andrew Garstang |
| 2018-04-02 |
insert person Andy Waring |
| 2018-04-02 |
insert person Andy Wilkinson |
| 2018-04-02 |
insert person Anson House |
| 2018-04-02 |
insert person David Walton |
| 2018-04-02 |
insert person Edmund Wortley |
| 2018-04-02 |
insert person Eustace Santa Barbara |
| 2018-04-02 |
insert person Giles Hargreave |
| 2018-04-02 |
insert person Guy Feld |
| 2018-04-02 |
insert person Hazel Larkin |
| 2018-04-02 |
insert person Matthew Rainbird |
| 2018-04-02 |
insert person Mike Davies |
| 2018-04-02 |
insert person Natalie Howard |
| 2018-04-02 |
insert person Nigel Beidas |
| 2018-04-02 |
insert person Oliver Bedford |
| 2018-04-02 |
insert person Richard Hallett |
| 2018-04-02 |
insert person Richard Larner |
| 2018-04-02 |
insert person Sid Chand Lall |
| 2018-04-02 |
insert person Tom Hutchinson |
| 2018-04-02 |
insert person Will Rosier |
| 2018-04-02 |
insert person William Searle |
| 2018-03-07 |
insert otherexecutives Duncan Taylor |
| 2018-03-07 |
update person_description Alasdair Ogilvy-Stuart => Alasdair Ogilvy-Stuart |
| 2018-03-07 |
update person_description Alex Whiting => Alex Whiting |
| 2018-03-07 |
update person_description Duncan Stratford => Duncan Stratford |
| 2018-03-07 |
update person_title Duncan Taylor: Head of Wealth Management; Member of the UK Leadership Team; Head of Wealth Management Compliance => Member of the UK Leadership Team; Head of Compliance; Head of Wealth Management Compliance |
| 2018-02-09 |
delete personal_emails an..@canaccord.com |
| 2018-02-09 |
insert personal_emails an..@canaccord.com |
| 2018-02-09 |
update person_title Nero Patel: Senior Wealth Adviser => Wealth Planning Director |
| 2017-03-02 |
delete personal_emails an..@canaccord.com |
| 2017-03-02 |
delete person Andrew Clotworthy |
| 2016-12-18 |
insert chiefinvestmentofficer Miles Bellman |
| 2016-12-18 |
insert otherexecutives Miles Bellman |
| 2016-12-18 |
update person_title Miles Bellman: Staff Member => Executive Director; Chief Investment Officer |
| 2016-03-24 |
insert personal_emails an..@canaccord.com |
| 2016-03-24 |
insert personal_emails se..@canaccord.com |
| 2016-03-24 |
insert person Andrew Clotworthy |
| 2016-03-24 |
insert person Sean Taylor |
| 2016-03-17 |
insert person Christina Marinoff |
| 2015-07-05 |
insert person Justin Oliver |
| 2015-06-28 |
delete person Justin Oliver |
| 2015-06-28 |
insert person Nigel Cuming |
| 2015-05-07 |
delete person Nigel Cuming |
| 2015-05-07 |
insert person Justin Oliver |
| 2015-02-04 |
update person_description Nigel Cuming => Nigel Cuming |
| 2014-11-09 |
delete otherexecutives Justin Oliver |
| 2014-11-09 |
delete person Justin Oliver |
| 2014-11-09 |
update person_description Nigel Cuming => Nigel Cuming |
| 2014-11-09 |
update person_title Nigel Cuming: Investment Director Officer, Gives an Overview of the Asset Allocation Meeting Commentary for April 2014 => Chief Investment Officer, Gives an Overview of the Asset Allocation Meeting Commentary for October 2014 |
| 2014-06-15 |
delete otherexecutives Nigel Cuming |
| 2014-06-15 |
delete personal_emails ph..@canaccord.com |
| 2014-06-15 |
insert otherexecutives David Esfandi |
| 2014-06-15 |
insert otherexecutives James Swaisland |
| 2014-06-15 |
insert otherexecutives Tony Wassel |
| 2014-06-15 |
insert otherexecutives Wayne Martel |
| 2014-06-15 |
insert person David Esfandi |
| 2014-06-15 |
insert person James Swaisland |
| 2014-06-15 |
insert person Tony Wassel |
| 2014-06-15 |
insert person Wayne Martel |
| 2014-06-15 |
update person_description Justin Oliver => Justin Oliver |
| 2014-06-15 |
update person_description Nigel Cuming => Nigel Cuming |
| 2014-06-15 |
update person_title Justin Oliver: Member of the Executive Committee; Member of the Offshore Executive Committee; Member of the Parent Portfolio Construction Committee => Member of the Executive Committee; Member of the Offshore Executive Committee; Investment Director, Gives an Overview of the Asset Allocation Meeting Commentary for May 2014; Member of the Parent Portfolio Construction Committee |
| 2014-06-15 |
update person_title Nigel Cuming: Chief Investment Officer, Gives an Overview of the Asset Allocation Meeting Commentary for March 2014; Member of the Parent Portfolio Construction Committee => Investment Director Officer, Gives an Overview of the Asset Allocation Meeting Commentary for April 2014 |
| 2014-03-29 |
delete chairman Martin Bralsford |
| 2014-03-29 |
delete otherexecutives Adrian Warne |
| 2014-03-29 |
delete otherexecutives Martin Bralsford |
| 2014-03-29 |
delete otherexecutives Neil Darke |
| 2014-03-29 |
insert otherexecutives John Gulliver |
| 2014-03-29 |
insert otherexecutives Rob Jukes |
| 2014-03-29 |
insert otherexecutives Steve Glover |
| 2014-03-29 |
delete person Adrian Warne |
| 2014-03-29 |
delete person Martin Bralsford |
| 2014-03-29 |
delete person Neil Darke |
| 2014-03-29 |
insert person John Gulliver |
| 2014-03-29 |
insert person Rob Jukes |
| 2014-03-29 |
insert person Steve Glover |
| 2014-03-29 |
update person_description Nigel Cuming => Nigel Cuming |
| 2014-03-29 |
update person_title Nigel Cuming: Chief Investment Officer, Gives an Overview of the Asset Allocation Meeting Commentary for December 2013; Member of the Executive Committee; Member of the Parent Portfolio Construction Committee => Chief Investment Officer, Gives an Overview of the Asset Allocation Meeting Commentary for March 2014; Member of the Parent Portfolio Construction Committee |
| 2013-09-18 |
delete otherexecutives Charlie Roger |
| 2013-09-18 |
delete otherexecutives Chris Wozniak |
| 2013-09-18 |
insert otherexecutives Stephen Massey |
| 2013-09-18 |
delete person Charlie Roger |
| 2013-09-18 |
delete person Chris Wozniak |
| 2013-09-18 |
insert person Stephen Massey |