With over 17 years of experience across the financial services industry, Gareth joined the team in 2025.
Prior to this role, he spent more than 3 years at Brooks Macdonald as The Head of Portfolio Administration, prior to this, Gareth had various roles at Canaccord Genuity spanning across 13 years, starting as a Client Services Administrator, and ending his time there as a Client Services Assistant Manager. These roles gave him both a great understanding & experience of the Investment Management industry that is transferable into his role here.
Gareth holds the Investment Operations Certificate (Level 3) from the Chartered Institute for Securities & Investment.