Awards and testimonials

Your thanks and recommendations are the greatest accolade we can receive. We know these are only earned through excellent service and hard work. We're also proud to be externally accredited and recognised for our commitment.

Defaqto

5-star ratings

Defaqto are an independent company that rate the quality of financial products and services. These unbiased ratings are to help clients and prospects choose the right fund manager for their individual situation.

We’re proud that this is the thirteenth year running we’ve received a 5-star rating for our bespoke service and direct Managed Portfolio Service (MPS). It’s also the tenth year for our MPS on Platform service.

Sustainable investment review

Our dedicated sustainable investment portfolios (formerly known as ESG portfolios) also received a stamp of Defaqto approval in 2024. The company examined our sustainable investing policy and how closely we follow it, as well as our adherence to the United Nations Sustainable Development Goals.

COLWMA Bita Risk Award

Best ESG Investment Strategy 2023

We’ve also won the Bita Risk Award for Best ESG Investment Strategy at the 2023 City of London Wealth Management Awards. This award is a testament to the strength of our ESG proposition and the strategy behind our forward-thinking approach.

IFC Awards

Investment Management Company of the Year – Channel Islands & Isle of Man 2023

Citywealth awarded our international business in the Channel Islands and Isle of Man the 2023 Silver award for Investment Management Company of the Year. This is an endorsement of our excellence across the Crown Dependencies as well as the UK.

Client testimonials

I have been with Canaccord for some 17 years and can honestly say that it was the best thing I have done as far as guidance of my financial affairs have been concerned. Their professionalism and reaction to issues that have arisen in that period have been exceptional.

Excellent communication couched in easy-to-understand language. Promptness of response and problem solving for those of us who are not well versed in the world of finance.