Investment Director
I started my journey in the profession at Sheppards & Chase in 1982, before becoming a Senior Divisional Director at Brewin Dolphin in 1999. I previously specialised in Fixed Income solutions and bespoke portfolio management, however since joining Canaccord, I now focus on tailored discretionary management for private clients and professional fiduciaries, utilising direct equity and fixed income solutions to populate the various asset classes. My day to day role involves customising and adapting discretionary portfolios to provide the most effective investment optionality for clients. I am a chartered fellow of the securities & Investment Institute.
Location: Jersey
A bit about me:
I am happily married with 3 children and live in the sunny island of Jersey. I enjoy a rangeof sporting activities, and even represented the island in rugby and rowing in my younger years. I also enjoy all things oenology and I am trying to achieve the full suite of WSET wine qualifications.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
I strive to achieve the best client outcomes at all times by being approachable, reliable, positive and thebest possible version of myself.
Contact:
Adrian.Jones@canaccord.com
+44 1534 708015