Philip Allington Miles
Portfolio Manager-Equities at Canaccord Genuity Wealth Ltd.
Profile
Mr. Philip A.
Miles is Investment Director at Canaccord Genuity Wealth Ltd.
He specialises in discretionary portfolio management, running bespoke portfolios for private clients, trusts, charities and pension funds.
He manages a team of investment professionals at CGWM with assets under management of around £1bn.
He is a member of the CGWM Closed Ended Committee looking at Investment Trusts.
He has over 30 years of industry experience.
Mr. Miles is a Chartered Wealth Manager as well as a Chartered Fellow of the CISI.
Philip Allington Miles 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 | 25/06/2013 |
Former positions of Philip Allington Miles
Companies | Position | End |
---|---|---|
Collins Stewart Wealth Management Ltd. | Portfolio Manager-Equities | 25/06/2013 |
Collins Stewart Europe Ltd. (Investment Management)
Collins Stewart Europe Ltd. (Investment Management) Regional BanksFinance Collins Stewart Europe Ltd. (Investment Management) (CSE-IM) is the investment management division of Collins Stewart Europe Ltd., the wholly-owned wealth management subsidiary of Collins Stewart plc (LSE: CLST), a leading independent stockbroker in Great Britain. CSE was established in 1991 in partnership with Singer & Friedlander and became independent in 2000 through a management buyout. Following the 2005 acquisition of Prebon, the inter-dealer broker activity developed and was demerged in 2006 as Tullett Prebon plc (LSE: TLPR). CSE, regrouping the brokerage and asset management activities, underwent a reverse acquisition by Collins Stewart plc. The wealth management division has offices in London, Jersey, Guernsey and the Isle of Man and provides stock broking and investment management services on a discretionary, advisory or pure execution basis. Their clients are private individuals, trusts, charities, institutions including pension funds and private companies in Great Britain and overseas. Located in London, CSE-IM operates in close relationship with their offshore subsidiary Collins Stewart (CI) Ltd, registered in Guernsey. The firm manages segregated accounts, structured portfolios, pooled products including a Dublin-domiciled umbrella fund, and alternative strategies. | Director of Investments | 20/05/2012 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 3 |
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Collins Stewart Europe Ltd. (Investment Management)
Collins Stewart Europe Ltd. (Investment Management) Regional BanksFinance Collins Stewart Europe Ltd. (Investment Management) (CSE-IM) is the investment management division of Collins Stewart Europe Ltd., the wholly-owned wealth management subsidiary of Collins Stewart plc (LSE: CLST), a leading independent stockbroker in Great Britain. CSE was established in 1991 in partnership with Singer & Friedlander and became independent in 2000 through a management buyout. Following the 2005 acquisition of Prebon, the inter-dealer broker activity developed and was demerged in 2006 as Tullett Prebon plc (LSE: TLPR). CSE, regrouping the brokerage and asset management activities, underwent a reverse acquisition by Collins Stewart plc. The wealth management division has offices in London, Jersey, Guernsey and the Isle of Man and provides stock broking and investment management services on a discretionary, advisory or pure execution basis. Their clients are private individuals, trusts, charities, institutions including pension funds and private companies in Great Britain and overseas. Located in London, CSE-IM operates in close relationship with their offshore subsidiary Collins Stewart (CI) Ltd, registered in Guernsey. The firm manages segregated accounts, structured portfolios, pooled products including a Dublin-domiciled umbrella fund, and alternative strategies. | Finance |
Collins Stewart Wealth Management Ltd. | 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 |
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