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A partner you can trust

Investment management that ensures you and your clients feel confident, valued and satisfied – fully backed by our experience and resources.

Investment solutions for UK financial advisers

You’re free to focus on your clients, while we focus on your investments. You can complement your existing service with our centralised investment proposition and take advantage of our wide range of portfolio services and fund solutions.

Committed to our clients

Your clients’ needs and aspirations are our top priority, which is why we’re set up to support them every way we can.

92%

client satisfaction

Read client survey

£35.9bn

assets under management / administration of 31 December 2024

See our services

5 star

defaqto rating

What’s defaqto?

16

offices to support you

Find our offices

3

years Gold Defaqto rating for discretionary fund management

75+

years of experience

Outsource your clients’ investment management needs

Retain and nurture client relationships even more effectively. We’ll take responsibility for their investment management needs, and work with you to ensure you’re comfortable they’re on the right track. 

We understand and respect your relationship with your clients and will only have a level of contact with them that you request. You’ll retain overall responsibility and determine each client’s investment goals, suitability and risk profile.

A strong track record

 When you’re choosing a partner to help manage your clients’ money, you want to be confident their investment process is rigorous, robust and trustworthy.

Canaccord Wealth is well established, with a reassuring record of meeting investor needs and delivering consistent returns. Our choices and recommendations are based on in-depth analysis of all available markets and our teams are made up of specialists with extensive experience in their individual fields.

We’re used to navigating volatile and inflationary markets too. Our inflation+ proposition is specifically designed to aid clients’ wealth during turbulent times.

Our results in action

You can check our performance at any time. We’re included in the Asset Risk Consultants (ARC) Private Client Indices as well as being rated by Defaqto. Our returns are also shown on Defaqto Engage, Distribution Technology, and Financial Express platforms.

Transparency is important, so we send you quarterly valuations with a current market commentary. In between, you and your clients can access their accounts whenever is convenient through our online portal.

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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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.