Their wealth. Our focus.
Your clients’ financial ambitions are what drive us – encouraging us to pursue bigger and better outcomes for you both.
We’re fortunate to have spent decades working with high-net-worth individuals. Pursuing their objectives through our expert investment management teams. In the UK and Europe alone, our investment professionals manage and administer over £35.9bn (as at 31 December 2024).
You can trust that the benefits of our scale never come at the expense of a personal experience. Our size means you can enjoy highly developed and up-to-date technical infrastructure, wide-ranging expertise and economies of scale. But our relationship-led approach means you’ll always have direct access to our people and knowledge.
Expertise you can count on
Our values
Accountable
To exceed our clients’ expectations, we take total responsibility for carrying out our roles efficiently and enthusiastically
Aligned
To deliver an exceptional client experience, we work closely with professional advisers and colleagues, taking the time to understand and align with your needs
Ambitious
To offer a first-class service, we strive for success and focus relentlessly on our clients – we are hardworking, proactive and creative
A rich history
Our heritage begins with our parent company Canaccord Genuity, a leading global financial services firm established in 1950. Since forming in 2012, our business in the UK and Crown Dependencies has quadrupled in size – giving us the scale and expertise to better serve you and your client’s needs.
Dependable experts
You can rely on our expert team of investment professionals for a combination of award-winning portfolio management and stockbroking services.
Responsibility and sustainability
We’re committed to uncovering great opportunities in sustainable investing and delivering returns for clients, while actively managing climate-related considerations. As a business, we’re also determined to make a positive impact on the wider world.
Supporting our communities
We aim to support the smaller charities close to our heart through our foundations in the UK and Crown Dependencies. As registered charities, they receive and distribute charitable donations from our individual or firm-wide fundraising activities.
Your local office
Benefit from experience and expertise throughout the UK, with offices in 16 regions and the Crown Dependencies.
