Karl Craig

Karl Craig Email and Phone Number

Investment Director, Canaccord Wealth & Charity Trustee @ Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
london, london, united kingdom
Karl Craig's Location
St. Helier, St. Helier, Jersey, Jersey
Karl Craig's Contact Details
About Karl Craig

At Canaccord Genuity Wealth Management I help private clients, trusts and charities protect and enhance their wealth. In doing so, I provide investment advice and discretionary portfolio management; building a tailored investment portfolio to meet their specific objectives.I start by understanding your objectives and then work with you to design a clear, flexible roadmap. Our aim is to help you to manage risks and achieve your long-term financial goals. Along the way I will introduce you to specialists, as required, to work with you to offer specific advice. As a division of Canaccord Genuity I am able to harness the full breadth of the Group for my clients including our Investment Bank and overseas services, as required.If you would like further details, feel free to message/connect with me or view our website at http://www.canaccordgenuity.com/wealth-management-ukOur business grows through referrals. If you know anybody who might benefit from the services we provide, please connect. I'm always happy to have an chat, even if you not sure exactly how we may be able to help.When I'm not working I enjoy travelling and sports including, sailing, open water swimming and running. Recently combining these last two to complete my first swimrun.

Karl Craig's Current Company Details
Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)

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Investment Director, Canaccord Wealth & Charity Trustee
london, london, united kingdom
Employees:
414
Karl Craig Work Experience Details
  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Investment Director
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Jul 2023 - Present
    Jersey
  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Investment Director And Team Leader
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Feb 2021 - Jul 2023
    London, England, United Kingdom
  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Investment Manager
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Aug 2017 - Feb 2021
    London, United Kingdom
  • Stoll
    Trustee
    Stoll Sep 2019 - Present
    Stoll provides affordable, high-quality housing and support services to enable vulnerable and disabled veterans to lead fulfilling, independent lives.
  • Wealth And Investment Management At Barclays
    Private Banker
    Wealth And Investment Management At Barclays Mar 2012 - Aug 2017
    London, United Kingdom
    As a relationship manager I looked after private clients and family-controlled-groups based primarily in UK. I was responsible for delivering the full range of wealth management services offered by Barclays to develop and implement long term plans with my clients.
  • Barclays Wealth
    Private Banking Executive
    Barclays Wealth Mar 2010 - Mar 2012
  • British Army
    Army Officer - Royal Dragoon Guards
    British Army Jan 2005 - Jan 2010
    Münster Area, Germany
    Initially serving as a Troop Leader in an armoured Challenger 2 Squadron with the Royal Dragoon Guards I moved on to become Second-in-Command of the Squadron alongside being the Regimental Gunnery Officer. As such I:• Deputised for the Squadron Leader (Major) as required and responsible for the day-to-day management of the Squadron in order to deliver his intent.• Responsible for the training and career development of 100 soldiers within the Squadron. • Deployed the Squadron on an arduous Brigade Exercise to Canada. Managed the logistical and administrative support to the Squadron.• Project managed the Regiments Annual Firing Period. This involved the detailed co-ordination of The Regiment’s weapons systems, a budget of £1.5million and 480 personnel to live fire these weapons systems safely and to a high operational standard. This resulted in a 98% first time pass rate.• Set the Commanding Officers Gunnery Policy detailing and implementing his intent.
  • The Royal Dragoon Guards
    Troop Leader
    The Royal Dragoon Guards Jan 2006 - Jun 2008

Karl Craig Skills

Private Banking Wealth Management Investments Operational Planning Banking Wealth Management Services Asset Managment Leadership Teamwork Asset Management Equities Risk Management Portfolio Management Financial Services Investment Banking Financial Markets Financial Risk Fixed Income Investment Advisory Relationship Management Financial Advisory Hedge Funds Investment Strategies Derivatives Asset Allocation

Karl Craig Education Details

Frequently Asked Questions about Karl Craig

What company does Karl Craig work for?

Karl Craig works for Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)

What is Karl Craig's role at the current company?

Karl Craig's current role is Investment Director, Canaccord Wealth & Charity Trustee.

What is Karl Craig's email address?

Karl Craig's email address is ka****@****ail.com

What schools did Karl Craig attend?

Karl Craig attended Chartered Institute For Securities & Investment, Royal Military Academy, University Of Exeter, Sir William Borlase Grammar School Marlow.

What skills is Karl Craig known for?

Karl Craig has skills like Private Banking, Wealth Management, Investments, Operational Planning, Banking, Wealth Management Services, Asset Managment, Leadership, Teamwork, Asset Management, Equities, Risk Management.

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