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© Copyright Canaccord Wealth 2025.

Canaccord Wealth is a trading name of Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL). They are licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission and are subsidiaries of Canaccord Genuity Group Inc. CGWIL is registered in Guernsey no. 22761. Registered office; Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT. CAMIL is registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

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Your clients' needs

No matter how complex your client's finances or personal situation, we have the expertise and market-leading tools at our disposal to provide them with sophisticated and forward-thinking advice, tailored precisely to their needs.

Services tailored to your client's ambitions

From the very first time we meet, you and your clients will feel the benefits of our holistic approach. Our team’s experience spans many areas, ensuring all your client's finances are working together to achieve their ambitions.

Making the most of your clients' money

Feel secure in the knowledge that your clients wealth is working as hard as it can, even if they have very specific needs. Our specialists will craft and execute a plan that works best for them.

Growing wealth

Benefit from investment experts who’ll build a tailored strategy to maximise your client's money.

Exploit lump sum or bonus

If your client has received a substantial sum and want to make it last, we can help.

Managing inherited wealth

Helping your clients make the most of their inheritance with guidance to manage and grow it.

Switching investment companies

Ensure a smooth handover as your client transfers the management of their money.

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If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

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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.