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PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital

By Robbie Lawther, 5 May 23

Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team

Canaccord Genuity Wealth Management

The UK wealth manager has named Tom Richards as head of wealth management in its Isle of Man office.

He joined Canaccord in 2019 following the acquisition of Thomas Miller Investment, where he was managing director in the Isle of Man.

Richards assumes his role from Dermot Hamill, who is retiring after a 20-year career with Canaccord Genuity Wealth Management.

Evelyn Partners

The wealth management and professional services group has bolstered its Bristol team with two financial planning appointments.

Adam Deacon joins the business as an associate director and Ben Glynn as an associate financial planner.

Deacon joins Evelyn Partners from Fidelius Group and Azets Financial Planning, where he was a senior financial planner. Glynn was previously a financial adviser at Hargreaves Lansdown.

Rockpool Capital

The wealth management firm has hired Nick Chan to oversee its multi-family office business in Asia, based in Hong Kong.

Chan has a 25-year career in wealth management having spent nine years at Goldman Sachs Wealth Management before occupying several leadership positions during a 14-year tenure with Morgan Stanley Private Wealth Management including as Asia co-head of sales and Singapore chief executive.

He was most recently head of Asia sales at RBC Wealth Management.

Allspring Global Investments

Chris Grant has joined the firm as a sales director for its UK financial institutions team.

Before joining Allspring, he was a key accounts manager at Fidelity International.

Tags: Canaccord Genuity Wealth Management | Evelyn Partners

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