Canaccord Wealth launches Guernsey’s only truly integrated wealth management service
Canaccord Wealth has launched a new wealth planning service in Guernsey, making it the only firm licenced on the island to offer investment management and wealth planning under one roof.
The launch follows Canaccord’s acquisition of Brooks Macdonald International, which brings a team of experienced wealth planners and responds to growing demand from individuals seeking clarity and control over their financial futures at key stages of their lives.
Relocation to Guernsey is a theme the team are currently dealing with, particularly in light of uncertainty around the UK tax landscape. Canaccord’s wealth planning service specialises in retirement planning, pension consolidation, financial protection and cashflow modelling.
Leading the new offering is James Hollowell, who brings over 35 years’ experience in financial services. James previously worked with Brooks Macdonald International, supporting both private clients and intermediaries. James is now Head of Canaccord’s wealth planning team in Guernsey, which includes Emily Martel and Emma Yau, both seasoned professionals with deep expertise in wealth planning and private banking.
Emily Martel is a Chartered Wealth Manager and has 15 years’ experience in financial services; winning the nationally recognised CISI Financial Planning Future Leaders Award in 2023.
Emma Yau is a Wealth Planner who also brings more than 15 years of experience in financial services and is a Fellow of the Chartered Institute for Securities and Investment.
Chris Colclough, Head of Canaccord Wealth’s Guernsey office, said:
“We know there’s a significant financial advice gap in Guernsey, and we’re proud to be the only firm offering a truly integrated wealth management proposition bringing together wealth planning, portfolio management and stockbroking services. With growing uncertainty around UK tax policy, we’re seeing more people exploring moving to Guernsey. Our wealth planning team is ideally placed to help support both the planning, transition and the long-term management of clients’ assets in Guernsey.”
About Canaccord Wealth
Canaccord Wealth is a top ten UK wealth manager by assets under management. We offer personalised discretionary portfolio management, advisory and execution-only stock broking, and wealth planning to individuals, businesses, and charities. With 16 locations across the UK, Guernsey, the Isle of Man, and Jersey - and expanded reach to support clients in Singapore and Dubai - our focus is on providing tailored solutions to help our clients grow and manage their wealth with confidence.
About Canaccord Genuity Group Inc.
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. The Company’s international capital markets division operates in North America, UK & Europe, Asia, and Australia.
Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX.