Adam Howard Caplan

Portfolio Manager-Equities at Canaccord Genuity Wealth Ltd.

Finance

Profile

Mr. Adam H.
Caplan is a Senior Investment Director & Team Leader at Canaccord Genuity Wealth Ltd.
He is an Investment Director with over 20 years' experience managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts charities and pension funds.
He is a member of the UK Small Cap Stock Selection Committee and an MCSI member of the CISI.

Adam Howard Caplan active positions

Companies	Position	Start
Canaccord Genuity Wealth Ltd. Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.	Portfolio Manager-Equities	07/04/2019

All active positions of Adam Howard Caplan

Former positions of Adam Howard Caplan

Companies	Position	End
Hargreave Hale Ltd. Hargreave Hale Ltd. Investment ManagersFinance Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities.	Portfolio Manager-Equities	07/04/2019

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Private companies	2
Hargreave Hale Ltd. Hargreave Hale Ltd. Investment ManagersFinance Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities.	Finance
Canaccord Genuity Wealth Ltd. Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.	Finance