![Sara T. Taylor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Ms. Sara T.
Taylor is Investment Adviser at Canaccord Genuity Wealth Ltd. (formerly Collins Stewart Wealth Management).
She joined Collins Stewart Wealth Management following its acquisition of Eden Financial's Private Client Division.
Ms. Taylor joined the Eden Financial private client team in May 2008 as an Investment Adviser.
She worked in wine trade before joining a broking team in the City at Insinger De Beaufort.
Ms. Taylor graduated in Modern Languages at the University of Bath.
She speaks 3 languages: English, French and Italian.
Former positions of Sara T. Taylor
| Companies | Position | End |
|---|---|---|
Canaccord Genuity Wealth Ltd.
 Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Portfolio Manager-Equities | 2013-07-31 |
Collins Stewart Wealth Management Ltd.
 Collins Stewart Wealth Management Ltd. Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2013-06-25 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
36
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Collins Stewart Wealth Management Ltd.
Collins Stewart Wealth Management Ltd. Investment ManagersFinance Provides investment advice | Finance |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Finance |
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