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This alteration ensures the preservation of Clever Capital’s core consumer proposition, with its monetary planners persevering with to straight oversee their consumer relationships.
Furthermore, the employees and shoppers of Clever Capital are set to learn from the excellent assets provided by CGWM UK and the broader international platform of Canaccord Genuity Group Inc.
In alignment with this transaction’s completion, David Bremner, beforehand Clever Capital’s managing director, has been appointed as Adam & Firm‘s Head of Wealth Administration – Glasgow.
Bremner will intently collaborate with Matt Phillips, CGWM UK’s director of Wealth Planning, and Graham Storrie, head of Adam & Firm Wealth Administration, to make sure a seamless integration and preserve the excessive degree of service.
David Esfandi, chief government officer of CGWM UK, expressed his enthusiasm concerning the acquisition, stating, “We’re delighted to be rising our enterprise in Scotland and are working intently with David Bremner to help a profitable transition to Adam and Firm.”
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