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Oliver Banks

Investment Assistant Manager

About Oliver

I have been in the financial services industry since 2007, working with several renowned investment houses, such as Fortis Private Investment Management, BNP Paribas PIM, Williams de Broe PIM, Investec PIM, and Punter Southall Wealth (PSW). Over the years I’ve gained extensive knowledge across various operational functions.

I joined Canaccord Wealth in 2022 following its acquisition of PSW. My role involves ensuring efficient service to our professional intermediaries and overseeing the Investment Assistant Team to provide excellent administrative support to our clients.

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

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