| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | CANTAB ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 14/06/2026 – present |
| Officer | INTELLIGENT CAPITAL LTD. | 🇬🇧Regno Unito | Dissolved | 25/12/2025 – 02/12/2025 |
| Officer | INTELLIGENT CAPITAL GROUP LIMITED | 🇬🇧Regno Unito | Dissolved | 25/12/2025 – 02/12/2025 |
| Officer | INTELLIGENT CAPITAL HOLDINGS LIMITED | 🇬🇧Regno Unito | Dissolved | 25/12/2025 – 02/12/2025 |
| Officer | PUNTER SOUTHALL WEALTH LIMITED | 🇬🇧Regno Unito | Active | 24/12/2025 – 02/12/2025 |
| Officer | ADAM & COMPANY INVESTMENT MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 25/12/2025 – present |
| Officer | CG WEALTH PLANNING LIMITED | 🇬🇧Regno Unito | Active | 14/04/2026 – 24/01/2022 |
| Officer | CANACCORD GENUITY WEALTH GROUP HOLDINGS (JERSEY) LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | CANACCORD GENUITY ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 11/12/2025 – present |
| Officer | CANACCORD GENUITY FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Dissolved | 24/12/2025 – 02/12/2025 |
| Officer | CANACCORD GENUITY WEALTH LIMITED | 🇬🇧Regno Unito | Active | 27/03/2026 – present |
| Officer | CANACCORD GENUITY WEALTH GROUP LIMITED | 🇬🇧Regno Unito | Active | 09/02/2026 – present |
| Officer | CGWL NOMINEES LIMITED | 🇬🇧Regno Unito | Active | 10/05/2026 – present |
| Officer | CGWL FD NOMINEES LIMITED | 🇬🇧Regno Unito | Active | 27/05/2026 – present |
02/12/2025
resigned
01/10/2024
appointed
27/05/2014
appointed