Stephen Prout, CIFD

Trailblazer
DISC Type : ID

Group Head of Fund Operations at Canaccord Wealth

Guernsey

Overview

Stephen is the Group Head of Fund Operations at Canaccord Genuity, with over 30 years of experience in the onshore and offshore fund industry. As a board director for Canaccords investment funds, he specializes in operations, risk, and service provider oversight. He holds the Certified Investment Fund Director qualification.

Outside of his financial career, Stephen holds a strong interest in the aerospace industry. He follows major developments and key manufacturers within the commercial aviation sector, including industry leaders like Boeing and Airbus.

In 2021, Stephen became the first funds professional in Guernsey to be awarded the Certified Investment Fund Director (CIFD) designation.

Personality Overview

Assertive

Values Relationships

Achievement-Oriented

If they come to believe in your value proposition, they will be your champion.  They are not against taking risks and can make tough decisions when required.
 They prefer to ensure that they are in control of the situation.

Topics They Care About

Fund Operations
As Group Head of Fund Operations, he manages all operational aspects and service-provider relationships for Canaccord's UK, Channel Islands, and international fund offerings.
Investment Fund Governance
His Certified Investment Fund Director designation and board appointments underscore his expertise in maintaining high standards of fund governance, control, and oversight functions.
Offshore & Onshore Funds
He possesses over three decades of experience managing funds across multiple jurisdictions, specializing in both onshore and complex offshore fund structures.

Media Appearances

Stephen has no verified media appearances

Work History

10-2023
Group Head of Fund Operations at Canaccord Wealth
4-2020 - 11-2023
Head of Operations - CGWM Funds at Canaccord Wealth
6-2015 - 4-2020
Fund Oversight Manager at Canaccord Wealth
9-2014 - 5-2015
File Review Project at Butterfield Group
9-2013 - 6-2014
Head Of UK TA Operations at Northern Trust Corporation

Education

Stephen has no verified education history

More Information

Social Presence :

Prographics :

Exp : 36 Location : Guernsey Job Level : Mid-senior Designation : Group Head of Fund Operations at Canaccord Wealth
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Help them visualize the impact of their decision
  • Ask them for a lunch or coffee once some rapport has been established
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Don’t hesitate from asking them how they truly feel about your product
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Stephen

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Stephen move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Stephen take some risk or not?

  • If necessary, they will be ready to take risks.

You And Stephen

Personality Compatibility


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