David Esfandi, chief executive of CGWM UK
Canaccord Genuity Wealth Management in the UK & Europe (CGWM UK) reported a “breakthrough” in its most recent financial year, as funds under management surpassed £30 billion for the first time.
At the end of the year finishing 31 March 2021, CGWM UK had client assets of £30.2 billion, an increase of 33 percent from £22.7 billion at the end of fiscal 2020.
Pre-tax income ...