Adam Ross Email & Phone Number
Divisional Director, Team Leader @ Canaccord Wealth
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Adam Ross Location
- London, GB
Adam Ross Work
- 2023 -now Divisional Director, Team Leader @
- 2014 -2023 Investment Director, Chairman of Alternative Fund Selection Committee @
- 2012 -2014 Private Wealth Director @
- 2010 -2012 Investment Adviser @
- 2006 -2010 Private Banker @
- 2003 -2006 Private Banker @
- 2001 -2003 Equity Trader @
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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Top Canaccord Wealth Employees
Matthew Moore
Head of Commercial Finance
London, England, GB
Mark Wynne-Jones
Head of International Equities
United Kingdom
Toby Carpenter
Head of Birmingham Office
Birmingham, GB
Iain MacKenzie
Head of Treasury
United Kingdom
Julian Robins
Managing Director
New York, NY, US
Lee McDowell
Head of UK Adviser Solutions
United Kingdom
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