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Corporate responsibility

We strive to be a responsible business: serving our clients, partners and colleagues with integrity, while maintaining a sustainable investment approach. This responsible ethos extends to our local communities and environment too.

Prioritising our people’s wellbeing

In terms of our social impact, we strongly believe in fostering an inclusive workplace. That means using robust diversity and inclusion (D&I) strategies and encouraging mentorship within our business. Not only is it the right thing to do, but that empathy and diversity of ideas enables us to go further for our clients.

Our charitable foundations  

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 donations from our individual or firm-wide fundraising activities.

Women in Finance Charter

Diversity within senior management is an industry-wide concern. We are determined to do better and have been working for years on our own gender imbalance. Our current target is to reach and maintain 30% female representation by 30 September 2026.

Running our business the right way 

Governance is important to us. We’re careful to conduct our business in accordance with all applicable laws, rules, and regulations and hold ourselves to the highest ethical standards.

Moderating our environmental impact

We’re committed to reducing our carbon footprint through our company behaviour, our office spaces and our investment approach. We’re constantly working towards reducing waste in our offices and reducing unnecessary travel. We also measure the carbon intensity of our managed portfolios with a view to setting reduction targets.

Disclosing our impact

Acting sustainably means being transparent and holding ourselves to account. Our Task Force on Climate-related Financial Disclosures (TCFD) report outlines how we integrate climate considerations into our investment and operational processes.

More about us

Our story

For over a decade, Canaccord Wealth has empowered financial advisers across the UK and Crown Dependences to help clients enjoy their wealth.  As part of Canaccord Genuity Group Inc., a globally respected financial services firm, our expertise and reach are built on strong foundations.

Learn more

Charitable foundations

Our foundations support important causes across the UK and Crown Dependencies. As registered charities, they receive and distribute donations from Canaccord Wealth staff, helping smaller charities close to our heart through our fundraising efforts.

Learn more

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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