Canaccord Genuity Wealth Management has appointed Paul Fielding as investment director to the Birmingham team.
Fielding joins from RBC Brewin Dolphin where he worked for 23 years. Fielding, who has over two decades experience in the investment industry, specialises in discretionary investment management for private clients, trusts, pension schemes and charities.
He manages portfolios that include a range of investments such as equities, fixed interest securities, collective investments and structured products.
Fielding’s appointment is the latest senior hire Canaccord Wealth has made across its regional network.
In June, Roger Sedgwick joined the Birmingham team as investment director. He was an ex-RBC Brewin Dolphin employee where he had been a wealth professional since 1998.
Canaccord Genuity said the appointments reflect its burgeoning investment management presence in Birmingham and other key regions throughout the UK.
Duncan Stratford, managing director of Canaccord Wealth, said: “We believe Paul will make an excellent addition to the Birmingham team, along with senior investment professional Roger Sedgwick who also recently joined.
“Paul’s experience and depth of expertise perfectly complements the investment management and wealth planning capabilities Canaccord Wealth has in the Midlands. Senior hires, such as Paul’s, are key to advancing our ambition to provide the best integrated wealth management services for our clients throughout the UK.”
Canaccord Genuity Wealth Management is one of the UK’s top ten wealth management firms, with assets under management of £35.2bn (as of 30 June 2024) in the UK & Crown Dependencies. The firm offers private clients, professionals and charities a complete range of fully integrated wealth management services.
In May, Canaccord Genuity Group acquired financial planning firm Cantab Asset Management for an undisclosed sum. The transaction, subject to regulatory approval, adds £900m of assets to Canaccord Genuity UK wealth-management business. Cantab is a Cambridge-headquartered IFA firm that serves high-net-worth private clients and charities.