Canaccord Genuity Wealth Management in the Crown Dependencies (CGWM), the independent wealth management firm with £32.5bn (30 June 2023) of assets under management, has announced that Geoff Marson has joined the Funds team in Guernsey.
Marson is a senior investment professional with nearly 30 years' experience in portfolio management across multiple asset classes.
His principal role at CGWM will be as Lead Fund Manager for the Canaccord Genuity Dynamic Fund (formerly the Odey Opportunity Fund).
Andy Finch, CEO of Canaccord Genuity Wealth Management in the Crown Dependencies said: "I am delighted to welcome Geoff Marson to our Funds team based in Guernsey. Geoff is well known and highly respected in the wealth management industry for his expertise and professionalism - his specialisms in global equities and UCITS are a valuable addition to the full depth and breadth of investment services we offer our clients."
Marson is a Fellow of the Chartered Institute of Securities and Investment (CISI) and a Member of the Institute of Directors. He has also served as a Non-Executive Director for two high profile London-listed closed-end investment companies, where he contributed to their strategic direction and oversight.
The Canaccord Genuity Dynamic Fund is a multi-asset portfolio whose primary investment objective is split evenly between capital growth and capital preservation.