Since taking over as head of wealth management in 2013 Massey has continued to consolidate Canaccord’s good reputation in the sector. Those in the know credit his ‘strong leadership’ in conjunction with his front office man Duncan Stratford and CEO David Esfandi. Massey is now chairman but remains very much ‘hands on’.
Recent hires and a focus on offshore, with offices in Jersey, Guernsey and Isle of Man, has given his team a broad wealth offering, via broking, discretionary management and tax planning to cater for the clients that make up the firm’s £12 billion AuM. With the 35 years’ experience in the industry the PPE graduate moved to Canaccord following its merger with Eden Financial’s wealth division.