Investment Director
Current
Mar 2022 - Present
AeroLeads people directory · profile
William Lamond Email & Phone Number
Investment Director at Oakglen Wealth
at
Oakglen
1 work email found
@canaccordgenuity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is William Lamond? Overview
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Quick answer
William Lamond is listed as Investment Director at Oakglen Wealth at Oakglen, based in United Kingdom. AeroLeads shows a work email signal at canaccordgenuity.com and a matched LinkedIn profile for William Lamond.
William Lamond previously worked as Investment Director at Oakglen and Investment Director at Oakbridge Limited. William Lamond holds Bsc (Hons), Built Environment Studies from University Of The West Of England.
Company email context
Email format at Oakglen
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{first_initial}{last}@canaccordgenuity.com
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AeroLeads found 1 current-domain work email signal for William Lamond. Compare company email patterns before reaching out.
Profile bio
About William Lamond
Experienced Investment Director with a demonstrated history of working in the investment management industry. Skilled in Equity Research, Asset Management, Equities, Bonds, and Investment Strategies.
Listed skills include Equities, Portfolio Management, Wealth Management, Equity Research, and 14 others.
Current workplace
William Lamond's current company
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6 roles
William Lamond work experience
A career timeline built from the work history available for this profile.
Investment Director
Mar 2022 - Apr 2023
Gardening Leave
Gardening Leave
Oct 2021 - Mar 2022
Investment Director
• Lead manager and chairman of the CGWM Global Equity Portfolio Service and UCITS Fund. Manage/advise on a number of discretionary/advisory multi asset portfolios.• Manage the relationships of a pool of clients which include a number of trust companies and private clients and look to increase assets under management through these relationships. • Co-manager of a global energy sector equity sub fund for a South African corporate client. • Chairman of the European and US stock selection committee; role involves selecting stock for the Canaccord approved equity lists and then monitoring these stocks thereafter. • Member of UK stock selection committee as well as Oil and gas/travel and leisure/telecoms sector specialist to the UK stock selection committee; role involves analysing and recommending to the committee stocks that are listed on the UK stock exchange, which if approved are then added to the core UK equity list.
Sep 2011 - Oct 2021
Equity Analyst And Back Up Fund Manager
Buy side equity analyst for top performing European fund, consistently outperforming benchmark indices. Duties:• Researching European companies’ fundamentals and forecasting earnings over the medium term. The role involved studying corporate /industrial prospects and reports and accounts in depth, direct contact with companies and sell-side analysts. Fair value of the researched stock was calculated on a PE valuation. • Visiting companies and conferences to generate stock ideas as well as to increase knowledge on stocks held in the portfolio. • Monitoring portfolios and keeping the fund manager up to date on stock and market specific news. • Putting on trades with brokerage houses and managing relationships with them. • Assisting the sales team of the funds with any stock or fund related information.
Jul 2002 - Apr 2011
Customer Support
Lloyds Tsb Fund Managers
A temporary position with the sales/customer services team for a group of offshore funds. The role was predominantly an administrative and after sales service function.
Sep 2001 - May 2002
3 education records
William Lamond education
Bsc (Hons), Built Environment Studies
High School
Collingham Sixth Form College
Education record
Highgate
FAQ
Frequently asked questions about William Lamond
Quick answers generated from the profile data available on this page.
What company does William Lamond work for?
William Lamond works for Oakglen.
What is William Lamond's role at Oakglen?
William Lamond is listed as Investment Director at Oakglen Wealth at Oakglen.
What is William Lamond's email address?
AeroLeads has found 1 work email signal at @canaccordgenuity.com for William Lamond at Oakglen.
Where is William Lamond based?
William Lamond is based in United Kingdom while working with Oakglen.
What companies has William Lamond worked for?
William Lamond has worked for Oakglen, Oakbridge Limited, Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man), Collins Stewart, and Lloyds Tsb Fund Managers.
How can I contact William Lamond?
You can use AeroLeads to view verified contact signals for William Lamond at Oakglen, including work email, phone, and LinkedIn data when available.
What schools did William Lamond attend?
William Lamond holds Bsc (Hons), Built Environment Studies from University Of The West Of England.
What skills is William Lamond known for?
William Lamond is listed with skills including Equities, Portfolio Management, Wealth Management, Equity Research, Investments, Asset Management, Alternative Investments, and Investment Management.
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