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Michel Perera
Direttore degli Investimenti presso Canaccord Genuity Wealth Ltd.
Profilo
Mr. Michel Perera is Chief Investment Officer at Canaccord Genuity Wealth Ltd.
He is responsible for the investment process, with a specific focus on asset allocation and stock selection.
He also works to maximize the potential of Canaccord Genuity's proprietary and industry-leading stock screening tool, Quest.
Mr. Perera is an experienced investment strategist having spent the past 19 years at JP Morgan Private Bank where he was the Chief Investment Strategist (EMEA) responsible for running investment strategy and overseeing tactical asset allocation decisions for discretionary portfolios within the region.
Posizioni attive di Michel Perera
Società | Posizione | Inizio |
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Canaccord Genuity Wealth Ltd.
![]() Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Direttore degli Investimenti | 01/02/2017 |
Precedenti posizioni note di Michel Perera
Società | Posizione | Fine |
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JPMorgan International Bank Ltd.
![]() JPMorgan International Bank Ltd. Investment ManagersFinance JPMorgan International Bank Ltd. (JPMIB-UK) is the Great Britain-based private banking subsidiary of JPMorgan Chase International Holdings, ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Established in 1999, the firm is located in London and is a pan-European wealth management specialist which provides private banking and investment advisory services to high-net worth individuals. They manage discretionary portfolios and advise families and closely-held businesses on liquidity events. JPMIB-UK leverages the parent group's global capabilities and relies on strategic partnerships to provide investment solutions that are adapted to the local fiscal environment, specializing in cross-border wealth management. | Gestore di Portafoglio-Azioni | 01/03/2016 |
Esperienze
Posizioni ricoperte
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Inattive
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Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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JPMorgan International Bank Ltd.
![]() JPMorgan International Bank Ltd. Investment ManagersFinance JPMorgan International Bank Ltd. (JPMIB-UK) is the Great Britain-based private banking subsidiary of JPMorgan Chase International Holdings, ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Established in 1999, the firm is located in London and is a pan-European wealth management specialist which provides private banking and investment advisory services to high-net worth individuals. They manage discretionary portfolios and advise families and closely-held businesses on liquidity events. JPMIB-UK leverages the parent group's global capabilities and relies on strategic partnerships to provide investment solutions that are adapted to the local fiscal environment, specializing in cross-border wealth management. | Finance |
Canaccord Genuity Wealth Ltd.
![]() Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Finance |
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