Investment and wealth management firm Hargreave Hale is set to adopt the 'CGWM (UK)' branding following its acquisition by Canaccord Genuity Wealth Management in September 2017.
The acquisition pushed Canaccord to become a top ten UK wealth management business in terms of assets, which reached £25.8bn for UK and European clients as of 31 December 2018. Looking at the 2018 investment horizon - what are the big trends? Transition to CGWM UK branding will impact all marketing collateral, signage and digital elements of the Hargreave Hale business, and clients will now receive all communications, including quarterly valuation reports, with the CGWM (UK) logo. Customers will be able to access their portfolios online via Canaccord's website, as well as all offic...
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