New Investment Director at Canaccord

Friday 15 June 2018

Canaccord Genuity Wealth Management (‘CGWM') has appointed Michael Caetano as Investment Director.

Mr Caetano 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.

The company has also appointed Jason Robilliard to the same position in its Guernsey office. 

David Esfandi, Chief Executive Officer of CGWM, said: "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."

Grahame Lovett, Chief Executive, Offshore, commented: "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."