| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | CANTAB ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 14/6/2026 – presente |
| Cargo | INTELLIGENT CAPITAL LTD. | 🇬🇧United Kingdom | Disuelta | 25/12/2025 – 2/12/2025 |
| Cargo | INTELLIGENT CAPITAL GROUP LIMITED | 🇬🇧United Kingdom | Disuelta | 25/12/2025 – 2/12/2025 |
| Cargo | INTELLIGENT CAPITAL HOLDINGS LIMITED | 🇬🇧United Kingdom | Disuelta | 25/12/2025 – 2/12/2025 |
| Cargo | PUNTER SOUTHALL WEALTH LIMITED | 🇬🇧United Kingdom | Activa | 24/12/2025 – 2/12/2025 |
| Cargo | ADAM & COMPANY INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Disuelta | 25/12/2025 – presente |
| Cargo | CG WEALTH PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 14/4/2026 – 24/1/2022 |
| Cargo | CANACCORD GENUITY WEALTH GROUP HOLDINGS (JERSEY) LIMITED | 🇬🇬Guernsey | Activa | 10/12/2025 – presente |
| Cargo | CANACCORD GENUITY ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 11/12/2025 – presente |
| Cargo | CANACCORD GENUITY FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Disuelta | 24/12/2025 – 2/12/2025 |
| Cargo | CANACCORD GENUITY WEALTH LIMITED | 🇬🇧United Kingdom | Activa | 27/3/2026 – presente |
| Cargo | CANACCORD GENUITY WEALTH GROUP LIMITED | 🇬🇧United Kingdom | Activa | 9/2/2026 – presente |
| Cargo | CGWL NOMINEES LIMITED | 🇬🇧United Kingdom | Activa | 10/5/2026 – presente |
| Cargo | CGWL FD NOMINEES LIMITED | 🇬🇧United Kingdom | Activa | 27/5/2026 – presente |
2/12/2025
resigned
1/10/2024
appointed
27/5/2014
appointed