The 1950s – 1980s
Our parent company began in 1950 as a small regional broker-dealer in Canada. Over the following 40 years, the firm grew and evolved to add new investment and research capabilities, expand overseas and become Canarim Investment Corporation.
The 1990s
To provide its clients and partners with a fully integrated service, the company acquired and merged with a whole range of financial service providers. The firm was renamed Canaccord Capital Corporation in 1992.
It also expanded into the Crown Dependencies by acquiring Greig Middleton in Guernsey, Jersey and the Isle of Man in 1996 and then Rowan and Company in Guernsey.
The 2000 and 2010s
The company continued to expand in the UK and the Crown Dependencies, allowing it to serve even more clients. It added: Natwest Stockbrokers, Cater Allen Stockbrokers, Tilney Investment Management and Insinger de Beaufort International.
As well as adding eight more financial services companies to the family, Canaccord Genuity Wealth Management was given its own identity. This forms Canaccord Wealth as we know it today.
The 2020s
In the past few years, we’ve entered the Scottish wealth management market by acquiring Adam & Company and Intelligent Capital. Back in England, we acquired Punter Southall Wealth, a leading integrated wealth management business, enhancing our already strong footing, as well as Cantab Asset Management in Cambridge. In the Crown Dependencies, we welcomed Brooks Macdonald International in early 2025.
As of 2025, we manage and administer assets of £35.9bn in the UK and Europe* – as determined as ever to provide an excellent service to every one of our clients and partners.
*as at 31 December 2024
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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.
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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.
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