We use cookies to track usage and preferences. See Cookie Policy
Pocketmags Digital Magazines
GB
Pocketmags Digital Magazines
   You are currently viewing the United Kingdom version of the site.
Would you like to switch to your local site?
Digital Subscriptions > International Adviser > International Adviser April 2017 > PRESENCE OF MIND

PRESENCE OF MIND

The acquisition of Duncan Lawrie’s Isle of Man business, which has bolstered Canaccord Genuity’s footprint on the island, and its ability to create bespoke personal relationships with clients is helping the specialist wealth management firm stand out from its peers, says Dermot Hamill

What was the rationale behind Canaccord Genuity Wealth Management UK & Europe’s decision to buy the Duncan Lawrie Isle of Man business?

The acquisition of Duncan Lawrie’s client portfolios serves to bolster our footprint in the Isle of Man and supports our strategy of growing assets under management across our wealth management operations.

The move was welcomed by Duncan Lawrie because of the similarities in investment process and a commitment to exceptional client service. We look forward to our new clients coming on board in due course.

What does it mean for the combined business going forward?

READ MORE
Purchase options below
Find the complete article and many more in this issue of International Adviser - International Adviser April 2017
If you own the issue, Login to read the full article now.
Single Issue - International Adviser April 2017
FREE

View Issues

About International Adviser

As HM Revenue & Customs clamps down on the Qrops transfer market with a 25% tax charge, technical guru Brendan Harper gives his verdict on the latest international pension developments, The Fry Group’s top financial advisers in Singapore and Hong Kong talk about their fee-based approach and Old Mutual International’s Peter Kenny explains their new focus on high net worth clients.
Ways to Pay Pocketmags Payment Types
At Pocketmags you get Secure Billing Great Offers HTML Reader Gifting options Loyalty Points