Roger Sedgwick
Investment Director
About Roger
I have over 35 years of experience in investment management, acting for private clients, trusts, pensions, companies and charities. I started work in the investment industry in Birmingham in 1987 with Smith Keen Cutler. I joined Canaccord from RBC Brewin Dolphin, having worked in both the private clients and charities teams. I am pleased to be an integral part of growing the Investment Management services in the Birmingham office of CGWM. My role involves getting to know and understand clients’ needs, constructing and managing investment portfolios. This requires listening, then applying my knowledge and experience in building and looking after portfolios to meet clients’ objectives. It also requires me to keep up to date with not only investments, with the help of the expertise of the Canaccord Genuity group, but changes in the industry, such as regulation. Where appropriate, I work with Wealth Planners in providing a comprehensive financial advice and investment management service.
I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.