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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?

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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.
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