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Digital Subscriptions > Portfolio Adviser > June 2017 > THE MASTER OF REINVENTION

THE MASTER OF REINVENTION

Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities

Wealth manager profile Michel Perera, Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management’s new chief investment manager, Michel Perera, is a master of re-invention, marrying his global, top-down view of the investment world with the discretionary manager’s bottom-up creativity.

To an outsider, his decision to join Canaccord Genuity after 19 years at one of the biggest global financial institutions, JP Morgan Private Bank, might seem unexpected.

But this is not the first time Perera has re-invented himself. At JP Morgan, he went from being the bank’s only London-based discretionary manager to launching and managing mutual funds for private clients, and later becoming chief strategist for Europe, the Middle East and Africa.

So why join Canaccord Genuity? Perera concedes he knew little about the firm before joining but was charmed by the people he met at his interview who appeared to “live and breathe investments”.

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About Portfolio Adviser

Portfolio Adviser is the leading monthly publication for investment specialists, DFMs and wealth managers who represent high-net-worth clients based in the UK and the Channel Islands. It is the financial service industry’s guide to the latest trends in fund selection, portfolio construction and asset allocation.
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