B2DB — Who said what, where, and when

Michel Perera

Chief Investment Officer, Formerly Canaccord Genuity Wealth

After graduating from the Harvard Business School (in addition to 3 French university degrees), I completed my initial training in investment banking (in NY and London) and a single family office. Thereafter, I joined JP Morgan Private Bank where I spent 19 years as portfolio manager for private clients, UCITS fund manager and Chief Strategist, before moving on to CIO at Canaccord Wealth for 7 years (until earlier this year). Specialising in top-down asset allocation albeit with overall responsibility for all investments in portfolios, I have always tried to bring the excitement in financial markets to private clients of varying levels of sophistication, whilst improving the investment process and performance.

Events Michel Perera has spoken at