Canaccord Genuity Wealth Management (CGWM) has appointed Chris Albert as head of wealth planning for its UK business.
In his newly created role, Albert will be responsible for overseeing the growth of CGWM’s wealth planning business in the UK.
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The company said that all the front office wealth planning professionals will now report to Albert, who has 22 years of industry experience, including leadership roles in wealth planning, sales management and training.
Since 2011, Albert has been head of wealth advisory for CGWM’s 360° Service, an integrated approach to wealth management including advice, investment management, tax and financial planning.
Stephen Massey, head of UK wealth management, said: "Albert is a highly experienced wealth planning practitioner and I look forward to working with him to grow our business."
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