About Ricardo
I began my finance career in 2010 at HSBC in Jersey, where I spent eight years in client-facing roles. During this time, I gained extensive experience in relationship management, corporate banking, liquidity and cash management, and FX dealing.
I also worked for six years in private banking with SG Kleinwort Hambro and Union Bancaire Privée. In these roles, I provided holistic advice and managed the wealth management, banking and credit needs of high-net-worth and ultra-high-net-worth individuals and their families.
At Canaccord, my focus is on helping clients achieve their financial goals by providing investment advice tailored to their current and future needs. My diverse experience has given me a deep understanding of the challenges and aspirations that individuals and families face, enabling me to identify and implement effective solutions to meet their various needs.