Stephen Leigh Massey

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.

Windmill Hill Asset Management Ltd. (WHAM) is a privately-owned investment management firm headquartered in Waddesdon, UK. Founded in 1997, WHAM is the investment manager of three major philanthropies associated with the Rothschilds.

Harvington Properties Ltd. is a British company that develops commercial properties and provides real estate agency services. The private company is based in London, UK and was founded in 1986.

Part of Polar Capital Holdings Plc, Dalton Capital (Holdings) Ltd. is a holding British company whose subsidiaries provide investment management services. The company is based in London, UK. Dalton Capital (Holdings was acquired by Polar Capital Holdings Plc on March 01, 2021 for $21.12 million.

Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom.

Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company.

Eden Financial Ltd. (EF) is the investment management subsidiary of Collins Stewart Wealth Management Ltd., itself a subsidiary of Canaccord Financial, Inc. (TO: CF) in Canada. Established in 1999, the firm is based in London and provides include IT-driven European securities brokerage, prime brokerage, institutional research, specialized corporate finance and wealth management. EF manages discretionary portfolio for high-net worth individuals and institutions worldwide, including pension funds and not-for-profit organizations.