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Our story

For over a decade, Canaccord Wealth has empowered clients across the UK and Crown Dependences to 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.

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 to add new investment and research capabilities, expand overseas and become Canarim Investment Corporation.

The 1990s

To provide its clients with a fully integrated service, the company acquired and merged with a 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.

The 2010s

As well as adding eight more financial services companies to the family, Canaccord Genuity Wealth Management was given its own identity. This formed 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, further enhancing our 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.

*as at 31 December 2024

More about us

Corporate responsibility

See how we show our commitment to being a responsible business

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Awards and testimonials

We’re proud to be award-winning and receive great feedback from our clients

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Charitable foundation

See how we give back to communities and causes through our trusts

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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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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.