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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Roger Sedgwick

Photo of Roger Sedgwick

Investment Director

I have over 35 years of experience in investment management, acting for private clients, trusts, pensions, companies and charities. I started work in the investment industry in Birmingham in 1987 with Smith Keen Cutler. I joined the company from RBC Brewin Dolphin, having worked in both the private clients and charities teams. I am pleased to be an integral part of growing the Investment Management services in our Birmingham office.

My role involves getting to know and understand clients’ needs, constructing and managing investment portfolios. This requires listening, then applying my knowledge and experience in building and looking after portfolios to meet clients’ objectives. It also requires me to keep up to date with not only investments, with the help of the expertise of the Canaccord Genuity group, but changes in the industry, such as regulation.  Where appropriate, I work with Wealth Planners in providing a comprehensive financial advice and investment management service.

I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.

Location: Birmingham

A bit about me:

I am happily married with 2 grown up children. I enjoy spending time outdoors, either gardening, walking or birdwatching. I love films and listening to a wide range of music. I am also a bit of a Francophile!

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

To me can-do is about being supportive and working together with a focus on meeting clients' needs and objectives. Putting my clients first requires working for a company which has a like-minded attitude. 

Contact:

+ 44 121 230 1919
View Roger Sedgwick's profile on LinkedIn

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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.