Our people in the UK
You can depend on our team of specialist wealth management experts for a combination of award-winning portfolio management, wealth planning and stockbroking.
Choose a specialism or team below and click an expert name to see their details.
Do you need contacts from elsewhere?
See our teams for Jersey, Guernsey or the Isle of Man to suit you. Our colleagues in Scotland can be found on the Adam & Company website.
- David Esfandi, Chief Executive Officer, Canaccord Genuity Wealth Management
- Richard Hallett, Head of Fund Management
- Duncan Stratford, Managing Director, Canaccord Genuity Wealth Management
- Duncan Taylor, Head of Compliance, UK
- Anna Trickey, Group Head of Legal & Compliance, Wealth Management UK & Europe
- Jane Parry, Head of Marketing and Communications
- Arfan Syeed, Group Head of Finance, CGWM UK and Group Tax Director
- Peter Hall, Group Chief Operating Officer
- Rupa Ruparelia, Head of Human Resources, UK
- Stephen Massey, Chairman
- Stuart Brookes, Group Head of UK Operations
- Wayne Martel, Chief Financial Officer, Wealth Management UK & Europe
- Thomas Becket, Co-Chief Investment Officer
- Richard Champion, Co-Chief Investment Officer
- Dan Smith, Senior Equity Analyst
- Ian Berry, UK Small Cap Equity Analyst
- Thomas Hibbert, Multi-Asset Strategist
- Kamal Warraich, Head of Fund Selection
- Simon McGarry, Head of Direct Equity Research
- David Herbert, Head of UK Portfolio Management
- Duncan Stratford, Managing Director, Canaccord Genuity Wealth Management
- Adam Caplan, Senior Investment Director/Team Leader
- Adam Newman, Investment Manager
- Adam Rix, Investment Manager
- Adam Ross, Investment Director
- Adam Towey, Dealer
- Adrian Francis, Senior Investment Director
- Aled Jones, Investment Manager
- Alex van Moppes, Investment Director
- Alex Whiting, Investment Director
- Alison Monk, Investment Director
- Allan Thomas, Investment Director
- Amy Lawther, Investment Manager
- Amanda MacDonald, Team Assistant
- Andrew Cantouris, Divisional Director (London)
- Andrew Crickmore, Investment Director
- Andrew Findlater, Investment Director
- Andrew Garstang, Head of Lancaster Office
- Andrew Pang, Investment Manager
- Andy Bresnahan, Dealer
- Andy Pearce, Investment Manager
- Andy Wilkinson, Senior Dealer
- Ashley Wilkes, Investment Director
- Archie MacLellan, Investment Manager
- Callum Davies, Investment Manager
- Cheryl Udunuwara, Team Assistant
- Daniel Marks, Investment Director
- David Blake, Investment Director
- Dan Parmar, Investment Director
- Doug Jones, Investment Manager
- Dudley Warnes, Senior Investment Manager
- Duncan Reid, Investment Director
- Edmund Wortley, Dealer
- Edward Hall, Investment Director
- Fred Jones, Investment Manager
- Grant Spital, Investment Manager
- Harry Schofield, Investment Director/Team Leader
- Howard Alter, Investment Director
- James Holroyd, Investment Director/Assistant Head of Worcester Office
- James Knowles, Investment Director
- Jane Tulloch, Investment Director
- Joel Tippey, Investment Manager
- John Simon, Investment Director
- Jonathan Ward, Senior Investment Director
- Jon Gould, Senior Investment Director
- Josh Llewellyn, Investment Manager
- Julian Key, Investment Director
- Karen Smith, Investment Manager
- Kathryn Field, Investment Director
- Kellie Want, Head of UK Investment Support
- Laurence Leigh, Investment Manager
- Lawrence Peterman, Senior Investment Director/Team Leader
- Leetal Stark, Investment Manager
- Letty Papageorgiou, Investment Manager
- Leon Shuall, Investment Director
- Leyton Hunt, Investment Director
- Lorraine Armstrong, Senior Investment Director
- Marcos Mackie, Investment Manager
- Marcus Low, Investment Director
- Mark Brackenridge, Investment Manager
- Mark McMullan, Investment Director
- Matt Cyphus, Investment Manager
- Matthew Ellis, Investment Director
- Matthew Guterres, Investment Manager
- Matthew Rainbird, Head of Llandudno Office
- Matthew Sharp, Head of Investment Management
- Matthew Whittington, Investment Manager/Assistant Head of Blackpool Office
- Max Caris-Harris, Senior Investment Director
- Mike Davies, Investment Director
- Mike Myers, Investment Director/ Team Leader
- Miguel Guterres, Investment Director
- Min Saha, Senior Investment Director/Team Leader
- Naseer Dean, Investment Director
- Natalie Howard, Investment Manager
- Nicholas Feldman, Investment Director
- Nicholas Grant, Investment Director
- Nick Brown, Account Executive
- Nick Hodges, Senior Dealer
- Nick Leigh, Investment Manager
- Nick Muir, Intermediary Investment Director
- Patrick Thomas, Investment Director
- Paul Derrien, Senior Investment Director/Team Leader
- Paul Fielding, Investment Director
- Paul Langford, Investment Manager
- Paul Parker, Senior Investment Director and Head of IHT Investments
- Peter Douglas, Investment Manager
- Peter Haynes, Investment Director
- Peter Seamer, Investment Director
- Phil Walker, Investment Director
- Philip Miles, Senior Investment Director/Team Leader
- Richard Larner, Head of Norwich Office
- Richard Pollitzer, Investment Director
- Rob Daily, Investment Manager
- Rob Horan, Investment Director
- Roger Sedgwick, Investment Director
- Roisin Newton, Investment Manager
- Rollo Hovey, Investment Manager
- Roy Clouse, Senior Investment Director
- Rupert Stone, Division Director
- Sanjeev Chopra, Investment Director
- Sebastian Carr, Dealer
- Simon Gunning, Investment Director
- Simon Raggett, Head of Worcester Office
- Stewart Wright, Investment Manager
- Symon Hawken, Senior Investment Director/Team Leader
- Thomas Hawken, Investment Manager
- Thulasi Muraleetharan, Investment Manager
- Tim Gilbert, Investment Manager
- Toby Carpenter, Investment Director/Team Leader
- Tom Stevens, Investment Manager
- Tony Tharian, Investment Director
- Victor Polak, Investment Director
- Victoria Archer, Team Assistant
- David Goodfellow, Head of UK Financial Planning
- Matthew Phillips, Director of Wealth Planning
- Adam Jordan, Wealth Planner
- Alexander Bignell, Senior Financial Planner
- Antony Summers, Wealth Planning Director
- Cheryl Marshall, Senior Wealth Planner
- Clive Collins, Chartered Financial Planner
- Daniel Sugarman, Senior Wealth Adviser
- David Rossell, Wealth Planning Director
- Debbie Kay, Wealth Planning Director
- Duncan Macpherson, Chartered Financial Planner
- Frans van den Berg, Wealth Planning Director
- Frazer Wilson, Senior Wealth Adviser
- Geoff Tresman, Private Clients Principal
- George Nabbs, Wealth Planner
- Graham Norford, Wealth Planner
- Harry Plunkett, Wealth Planner
- Hayley Hamer, Regional Head of Wealth Planning (South)
- Hazel Bowen, Chartered Financial Planner
- Henry Denne, Senior Wealth Planning Director
- Ian Wilmot, Senior Wealth planner
- Jonathan Hayton, Senior Wealth Planner
- Jag Singh, Financial Planner
- James Schute, Financial Planner
- Katie Santy, Senior Wealth Planner
- Kevin Motion, Wealth Planner
- Lucy Ellis, Wealth Planner
- Khaled Miah, Wealth Planner
- Marcus Potter, Wealth Adviser
- Matt Swatton, Wealth Planning Director
- Mike Alford, Senior Wealth Adviser
- Mike Ferrington, Senior Wealth Adviser
- Neil Norman, Senior Wealth Adviser
- Nero Patel, Wealth Planning Director
- Nicholas Michell, Senior Wealth Planner
- Paul Hancock, Senior Wealth Planner
- Paul Simons, Wealth Planning Director/ Team Leader
- Peter Young, Regional Head of Wealth Planning (North)
- Phil Cook, Wealth Planning Director
- Phil Raper, Wealth Planning Director
- Robert Gout, Senior Wealth Planner
- Samantha Gibson, Senior Wealth Planner
- Sarah Windsor-Lewis, Private Clients Principal
- Scott Morris, Wealth Adviser
- Sharon Thorpe, Wealth Planning Director
- Simon Moore, Wealth Planning Director
- Steven McKelvie, Chartered Financial Planner
- Victoria Atherton, Wealth Planner
- David Muncaster, Head of Distribution
- Lee McDowell, Head of Intermediaries Business Development
- Jeremy Hippolite, Head of Professional Partnerships
- Stewart Howard, Senior Business Development Director
- Alasdair Ogilvy-Stuart, Senior Business Development Director
- Francis Walker, Business Development Director
- Kathryn Sargent, Business Development Director
- Mark Richards, Business Development Director
- Wendy Scriven, Business Development Director
- Nick Muir, Investment Director
- Paul Parker, Investment Director
- Natalie Howard, Investment Manager
- Muriel Meehan, Senior Business Development Associate
- Jamie-Lee Liberis, Business Development Associate
- Lauren Hurford, Team Assistant
- Richard Hallett, Head of Asset Management and Fund Manager
- Abbe Martineau - Legal Counsel
- Anna Salim, Portfolio Manager
- Archie Stirling, Investment Analyst
- David Walton, Fund Manager
- Eustace Santa Barbara, Fund Manager
- Guy Feld, Fund Manager
- Harry Evett, Investment Analyst
- James Workman, Investment Analyst
- Lucy Bloomfield, Deputy Fund Manager
- Oliver Bedford, Fund Manager
- Sid Chand Lall, Fund Manager
- Steven Robertson, Investment Analyst
- Tom Livesey, Analyst
- Tom Hutchinson, Investment Analyst
- Will Rosier, Investment Analyst
- Richard Burden, Head of International Sales
- Chris Trower, Senior Sales Manager
- Daragh O'Sullivan, Business Development Director
- Nick Teo, Business Development Director
- Sue Tummon, Business Development Director
- Stephen Glover, Investment Director - Strategic Distribution Partnerships
Need more help?
Whatever your needs, we can help by putting you in contact with the best expert to suit you.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.