Wealth management services for PwC partners

Late last year Cantab Asset Management became part of Canaccord Wealth. In the next phase of our integration, you will now start to see Cantab referred to as Canaccord Wealth, although please be assured that little else will change.

History of Canaccord Wealth

We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, Canaccord Genuity has grown to become a leading independent global financial services firm, operating in wealth management and capital markets.

As wealth managers, we have a legacy dating back more than 30 years across the UK. Our wealth management business in the UK and Europe was formally established in 2012. Since then, we have successfully grown our business and reputation. Now, in the UK and Europe, we are proud to manage and administer £37.2bn of assets (as at 31 March 2025).

In-depth intelligence and experience

By combining our strengths the services we provide to partners will be further enhanced. Alongside an integrated financial planning and investment management service, we will now benefit from direct access to Canaccord Wealth’s extensive resources and global platform. This includes the expertise of their Chief Investment Office (CIO), which plays a central role in shaping our investment approach. The CIO team includes dedicated investment analysts covering bonds, equities, alternatives, exchange traded funds (ETFs) and investment trusts. Members of Cantab’s investment team have also joined Canaccord Wealth’s established investment committees, ensuring continuity and collaboration in how portfolios are managed.

How can we help?

At Canaccord Wealth we are dedicated to providing wealth management services for partners in the leading legal and accountancy firms.

Our dedicated partners services team have an excellent record of advising and assisting partners in all aspects of financial planning and investment management.

Partners use us for many reasons, including:

Dedicated client director offering in person or online meetings
A solid track record of advice over 30 years
Consistently strong relative returns and attractive risk adjusted performance
Our wealth planning services are offered by CG Wealth Planning Ltd. It provides independent financial advice, which isn’t tied to any specific products or providers – even our own investment portfolio management services. This includes independent advice on pensions and life insurance products.
Our investment portfolios meet with PwC compliance requirements
We offer competitive fees.

Get in touch

Our dedicated partner services team will be happy to help with any questions you may have.

Toby Allebon

Director

Cambridge

Ed Green

Wealth Planning Director - Team Leader

Cambridge

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.