Adam Ross Email & Phone Number
Divisional Director, Team Leader @ Canaccord Wealth
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Adam Ross Location
- London, GB
Adam Ross Work
- Divisional Director, Team Leader @ (October 2023 - Present)
- Investment Director, Chairman of Alternative Fund Selection Committee @ (March 2014 - October 2023)
- Private Wealth Director @ (July 2012 - March 2014)
- Investment Adviser @ (April 2010 - July 2012)
- Private Banker @ (August 2006 - April 2010)
- Private Banker @ (October 2003 - August 2006)
- Equity Trader @ (November 2001 - October 2003)
Adam Ross Education
- Bristol University 1998-2001
- Repton School 1993-1998
- Chartered Institute for Securities and Investment
Adam Ross Skills
- Wealth Management
- Wealth Management Services
- Asset Allocation
- Investment Advisory
- Private Banking
- Investments
- Asset Managment
- Investment Strategies
- Equities
- Portfolio Management
- High Net Worth Individuals
- Hedge Funds
- Investment Management
- Structured Products
- Alternative Investments
- Tactical Asset Allocation
- Strategic Financial Planning
- Derivatives
- ETFs
- Retirement Planning
- Financial Advisory
- Wealth
- Entrepreneurship
- Trading
- Financial Risk
- Crowdfunding
- Start Ups
- Fixed Income
- Options
- Funding
- Private Equity
- Finance
- Financial Services
- Asset Management
- Fund Of Funds
- Inheritance Tax Planning
- Family Office
- Investment Banking
- Venture Capital
- Bloomberg
- Financial Markets
- Pensions
- Capital Markets
- Crowdsourcing
- Valuation
- Strategy
- Customer Service
- Management
- Services
Adam Ross Summary
- Adam Ross, based in London, GB, is currently a Divisional Director, Team Leader at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man). Adam Ross brings experience from previous roles at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), jonathanfry plc, Morgan Stanley Private Wealth Management and Wealth and Investment Management at Barclays. Adam Ross holds a 1998 - 2001 Bristol University. With a robust skill set that includes Wealth Management, Wealth Management Services, Asset Allocation, Investment Advisory, Private Banking and more.
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