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Patrick Thomas
Membre du Comité d'Investissement chez
Canaccord Genuity Wealth Ltd.
Finance
Profil
Mr. Patrick Thomas is an Investment Director & Head of ESG Investments at Canaccord Genuity Wealth Ltd. He sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee.
He specializes in managing investment portfolios for intermediaries, trusts, charities and pension funds, specializing in discretionary mandates.
He has over 7 years of industry experience.
Mr. Thomas is a chartered Wealth Manager and a Chartered Fellow of the CISI.
Postes actifs de Patrick Thomas
| Sociétés | Poste | Début |
|---|---|---|
Canaccord Genuity Wealth Ltd.
 Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Membre du Comité d'Investissement | 13/01/2014 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
49
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Finance |
