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Adam Smith

Chief Operating Officer - Wealth Planning

About Adam

I bring more than 25 years’ experience in financial services, technology, product and commercial leadership, joining Canaccord Wealth from Quilter, where I spent two years as programme director, leading their advice transformation. Prior to that, I spent six years on the executive committee at Fairstone including managing their discretionary investment management business, Fairstone Private Wealth. I have also held senior leadership roles at Intrinsic, Cofunds and Legal & General.

At Canaccord Wealth, I support the continued development of the wealth planning division and its further integration within the broader wealth management offering, with a focus on operational effectiveness, client experience and helping to deliver the division’s strategic ambitions.

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

If you prefer you can call them directly on +44 20 7523 4500 

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