London, 30 September 2026: Canaccord Wealth, a leading UK wealth management business, has announced the strategic hire of industry leader, Adam Smith, as Chief Operating Officer of its wealth planning division, as the firm accelerates the expansion of its wealth planning offering and broader integrated client proposition.
Adam - who brings more than 25 years’ experience in financial services, technology, product and commercial leadership - joins Canaccord Wealth from Quilter, where he spent two years as programme director, leading their advice transformation. Prior to that, he spent six years on the executive committee at Fairstone including managing their discretionary investment management business, Fairstone Private Wealth. He has also held senior leadership roles at Intrinsic, Cofunds and Legal & General.
In his new role at Canaccord Wealth, Adam will support the continued development of the wealth planning division and its further integration within the broader wealth management offering, with a focus on operational effectiveness, client experience and helping to deliver the division’s strategic ambitions.
Duncan Stratford, Managing Director of Canaccord Wealth commented: “We are delighted to welcome Adam to the firm. This key strategic hire will enable us to capitalise on the significant investment we’ve already made to enhance our integrated wealth management proposition."
Adam Smith, COO of Wealth Planning, Canaccord Wealth said: "Canaccord Wealth has real momentum and ambition to bring wealth planning and investment management together as one integrated proposition for clients. I'm looking forward to working with the team to transform the model and infrastructure that will achieve this ambition, help drive the next phase of growth for the business and deliver the best outcomes for clients.”
