About us
We support you in building and protecting what matters most to your clients, with a dedicated team behind you. Canaccord Wealth is one of the top 10 UK wealth managers (by AUM), serving you with nationwide offices and international investment teams. We bring clarity and confidence to your clients futures.
Your clients wealth. Our focus.
Your clients financial ambition is what drives us – encouraging us to pursue bigger and better outcomes for them.
We’re fortunate to have spent decades working with high-net-worth individuals. Seeking financial objectives through our expert and interconnected wealth planning and investment management teams.
Your clients financial wellbeing is embedded into our vision and purpose. At Canaccord Wealth, we want to create a future where nobody is more dedicated to their clients, helping them enjoy their wealth in the ways that matter most to them.
Expertise you can count on
Our values
Accountable
To exceed our clients’ expectations, we take responsibility for carrying out our roles efficiently and enthusiastically.
Aligned
To deliver an exceptional client experience, we work closely with professional advisers and colleagues, taking the time to understand and align with client needs.
Ambitious
To offer a first-class service, we strive for success and focus relentlessly on our clients – we are hardworking, proactive and creative.
A rich history
Our heritage begins with Canaccord Genuity, a leading global financial services firm established in 1950. Since forming in 2012, our business in the UK and Europe has quadrupled in size – giving us the scale to better serve client needs.
Dependable experts
You can rely on our team of over 200 professional wealth management experts for a combination of award-winning portfolio management, wealth planning and stockbroking.
Serious about sustainable returns
We’re committed to delivering sustainable investment returns, uncovering great opportunities in investing, and actively managing climate-related considerations.
Supporting our communities
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 charitable donations from our individual or firm-wide fundraising activities.
Your local office
Benefit from experience and expertise throughout the UK, with offices in 16 regions and the Crown Dependencies. Although we have the size and scale to deliver your ambitions, we’re also small enough to provide a personal, relationship-led service.
Awards and testimonials
Our greatest accolade is the satisfaction of our clients, and we always appreciate their glowing recommendations. But we’re also proud to have received strong accreditations for our award-winning services from our industry peers.
