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Adam Rix

Adam Rix

Trainee Stockbroker

Followers of Adam Rix55 followers
location of Adam RixLancaster, England, United Kingdom

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  • Timeline

  • About me

    Investment Manager at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

  • Education

    • King Edward VII School, Lytham

      -
      High School

    • The University of Manchester

      -
      Associate’s Degree Management Science BSC (Hons) 2:1

  • Experience

    • James Brearley & Sons

      Mar 2000 - Jan 2001
      Trainee Stockbroker

    • WH Ireland Stockbrokers

      Jan 2001 - Jan 2009
      Investment Advisor

    • Hargreave Hale Stockbrokers

      Feb 2009 - now
      Investment Manager

      Hargreave Hale is a national provider of stockbroking, investment management and fund management services to private investors, companies, charities and trust's.In Lancaster we pride ourselves on offering an efficient yet personal service, combining the latest Hargreave Hale and external research and technology with a traditional approach to stockbroking and investment management, whilst also offering a broad range of products tailored to each client's individual needs.In addition to share dealing and depending on your needs, our services vary from Portfolio Management, tax efficient investments such as ISA's and SIPPs and Inheritance Tax Planning through our very successful IHT portfolio. Show less

    • Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

      Feb 2009 - now
      Investment Manager

  • Licenses & Certifications

    • Chartered FCSI

      Chartered Institute for Securities & Investment (CISI)