Profile
Ms. Sara T.
Taylor is Investment Adviser at Canaccord Genuity Wealth Ltd.
(formerly Collins Stewart Wealth Management).
She joined Collins Stewart Wealth Management following its acquisition of Eden Financial's Private Client Division.
Ms. Taylor joined the Eden Financial private client team in May 2008 as an Investment Adviser.
She worked in wine trade before joining a broking team in the City at Insinger De Beaufort.
Ms. Taylor graduated in Modern Languages at the University of Bath.
She speaks 3 languages: English, French and Italian.
Former positions of Sara T. Taylor
Companies | Position | End |
---|---|---|
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 | 31/07/2013 |
Collins Stewart Wealth Management Ltd. | Portfolio Manager-Equities | 25/06/2013 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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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