Canaccord Wealth expands Birmingham office and team

Canaccord Wealth has relocated to 4 St Philip’s Place in Birmingham’s Colmore Business District, signalling its commitment to the city and its clients.

This follows the appointment of experienced investment managers Paul Fielding and Roger Sedgwick, along with intermediary business development manager Kathryn Sargent earlier this year. Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.

Duncan Stratford, managing director, UK wealth management, said: “The opening of our brand-new Birmingham office is another important step in our journey to becoming the best wealth manager by service and performance in the UK. 

“We’re committed to supporting clients with a progressive approach underpinned by industry leading technology. Our new location positions us perfectly to achieve this. 

“Paul, Roger and Kathyrn embody our ‘above and beyond’ ethos and bring a wealth of expertise and energy that will help us continue to deliver exceptional value for our clients.”

Paul, who also serves as deputy board director at Colmore BID, added: “Joining Canaccord Wealth was a natural choice for me. The team’s dedication to progressive service and client-centric values aligns perfectly with my passion for delivering excellence to clients.”

Roger, who has 37 years of industry experience, added: “The culture and energy at Canaccord Wealth are what inspired me to join. 

“This is a company that truly believes in its clients and its people, and I’m excited to contribute to its growth here in Birmingham.”

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