Canaccord Genuity Wealth Management appoints Head of Wealth Management in Jersey

Posted: 27/11/2023

Charles Cohen CGWM JerseyCanaccord Genuity Wealth Management International in the Crown Dependencies has promoted Charles Cohen to Head of Wealth Management in Jersey.

Charles was Divisional Director responsible for five CGWM offices in the north of England and has been an Investment Director at Canaccord Genuity in London since 2016. 

He has more than 30 years’ experience delivering discretionary portfolio management and advisory services to trusts, charities, pensions and private clients.

His earlier career included three years with Sanlam Private Investments (UK), 12 with Border Asset Management and 12 with UBS Warburg.

In his new role, he will lead the portfolio management and stockbroking teams, who provide investment management, execution-only dealing and stockbroking for clients and their advisers based in Jersey and overseas.

Charles succeeds Ryan Harrison, who is retiring after 16 years with the firm.

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