Canaccord Genuity Wealth Management (“CGWM (UK)”) is pleased to announce the hire of Neil Smith as Investment Director at the Worcester office in the UK.

The announcement of Neil’s appointment follows the news that CGWM (UK) has bought Worcester-based financial advisory firm, McCarthy Taylor. The acquisition is a statement of intent that CGWM (UK) is growing a strong wealth management presence in the Midlands.

Specialising in discretionary investment management and working with both private clients and intermediaries, Neil is a wealth management professional with 15 years’ experience. Neil joins CGWM (UK) from Seven Investment Management where he spent four years working with the intermediary community. Prior to that, Neil was a wealth manager at RBS, where he worked for over ten years.

David Esfandi, Chief Executive Officer of CGWM (UK) commented:

“Developing our regional network and building our presence throughout the UK is a key element of our strategy and the Midlands is an area where we are expanding our presence. We are delighted to welcome Neil on board.”

Simon Raggett, Head of the Worcester office said:

“We are really pleased to have someone of Neil’s calibre joining the Worcester team. Working with intermediaries and private clients, Neil has the right blend of experience and will help to strengthen our presence in the region.”