Investment Director
Current
Jul 2023 - Present
AeroLeads people directory · profile
Karl Craig Email & Phone Number
Investment Director, Canaccord Wealth & Charity Trustee
at
Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
1 work email found
@canaccordgenuity.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Role
Investment Director, Canaccord Wealth & Charity Trustee
Location
St. Helier, St. Helier, Jersey
Company size
Who is Karl Craig? Overview
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Quick answer
Karl Craig is listed as Investment Director, Canaccord Wealth & Charity Trustee at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), a company with 414 employees, based in St. Helier, St. Helier, Jersey. AeroLeads shows a work email signal at canaccordgenuity.com and a matched LinkedIn profile for Karl Craig.
Karl Craig previously worked as Investment Director at Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) and Investment Director and Team Leader at Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man). Karl Craig holds Chartered Fellow, Private Client Investment Advice And Management, Merit from Chartered Institute For Securities & Investment.
Company email context
Email format at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
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{first_initial}{last}@canaccordgenuity.com
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AeroLeads found 1 current-domain work email signal for Karl Craig. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Private Banking, Wealth Management, Investments, Operational Planning, and 21 others.
Current workplace
Karl Craig's current company
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Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
Employees
414
AeroLeads page
8 roles
Karl Craig work experience
A career timeline built from the work history available for this profile.
Investment Director And Team Leader
Feb 2021 - Jul 2023
Investment Manager
Aug 2017 - Feb 2021
Trustee
CurrentStoll provides affordable, high-quality housing and support services to enable vulnerable and disabled veterans to lead fulfilling, independent lives.
Sep 2019 - Present
Private Banker
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.
Mar 2012 - Aug 2017
Private Banking Executive
Mar 2010 - Mar 2012
Army Officer - Royal Dragoon Guards
- 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.
- Set the Commanding Officers Gunnery Policy detailing and implementing his intent.
Jan 2005 - Jan 2010
Troop Leader
Jan 2006 - Jun 2008
4 education records
Karl Craig education
Chartered Fellow, Private Client Investment Advice And Management, Merit
Military And Strategic Leadership
Modern History, 2.1 Ba (Hons)
Gcse And A Levels
Sir William Borlase Grammar School Marlow
FAQ
Frequently asked questions about Karl Craig
Quick answers generated from the profile data available on this page.
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 Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)?
Karl Craig is listed as Investment Director, Canaccord Wealth & Charity Trustee at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man).
What is Karl Craig's email address?
AeroLeads has found 1 work email signal at @canaccordgenuity.com for Karl Craig at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man).
Where is Karl Craig based?
Karl Craig is based in St. Helier, St. Helier, Jersey while working with Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man).
What companies has Karl Craig worked for?
Karl Craig has worked for Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man), Stoll, Wealth And Investment Management At Barclays, Barclays Wealth, and British Army.
How can I contact Karl Craig?
You can use AeroLeads to view verified contact signals for Karl Craig at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), including work email, phone, and LinkedIn data when available.
What schools did Karl Craig attend?
Karl Craig holds Chartered Fellow, Private Client Investment Advice And Management, Merit from Chartered Institute For Securities & Investment.
What skills is Karl Craig known for?
Karl Craig is listed with skills including Private Banking, Wealth Management, Investments, Operational Planning, Banking, Wealth Management Services, Asset Managment, and Leadership.
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