Investment Director
I specialise in looking after multi-asset discretionary and advisory accounts for private clients, charities and family offices. I have a particular expertise in fixed income with an active involvement in the relevant CGWM committees. I work with a wide variety of clients from business owners and city professionals through to affluent families. My main focus is creating an approach which is understandable to all parties and includes clear, measurable goals and objectives. This allows my clients to enjoy living their lives in the confidence that their financial affairs are being managed properly at Canaccord.
Location: London
A bit about me:
I am a keen sportsman with my most recent sport of padel tennis taking lead over a stagnant golf handicap (18). However, having two young daughters my spare time is devoted to my family first with the highlight of our week being Lioness football on Sunday mornings.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Helping others around me and creating an enjoyable environment with positive outcomes.
Contact:
matthew.ellis@canaccord.com