Awards and testimonials
At Canaccord Wealth, we’re proud to be recognised by independent industry bodies and by the clients and professional partners we support. Our awards, ratings and testimonials reflect our commitment to high standards, personal service and long-term wealth planning.
Awards and recognition
We are proud to be recognised by respected industry bodies. Recent awards include:
|
Recognition |
Service/category |
Year | |
|
Defaqto |
Gold, Expert Rated |
DFM Service |
2026 |
|
Defaqto |
5 Star, Expert Rated |
DFM MPS Direct |
2026 |
|
Defaqto |
5 Star, Expert Rated |
DFM MPS on Platform |
2026 |
|
Defaqto |
ESG reviewed |
Sustainable investment portfolios |
2024 |
|
City of London Wealth Management Awards |
Bitarisk Award for Best Discretionary Wealth Management Service |
Discretionary wealth management |
2026 |
|
City of London Wealth Management Awards |
Regional Wealth Manager of the Year – Southern England |
Regional wealth management |
2025 |
|
The Chartered Governance Institute (CGI) Jersey Awards |
Wealth Planning Team of the Year |
Wealth planning |
2025 |
These awards reflect our commitment to professional standards, client service and the quality of our investment and wealth planning approach. Awards are judged independently by the awarding bodies using their own criteria.
Defaqto
Defaqto is an independent company that rate the quality of financial products and services. These unbiased ratings are to help clients and prospects choose the right fund manager for their individual situation.
We’re proud that this is the fourteenth year running we’ve received a 5-star rating for our bespoke service and direct Managed Portfolio Service (MPS). It’s also the tenth year for our MPS on Platform service.
Sustainable investment review
Our dedicated sustainable investment portfolios (formerly known as ESG portfolios) also received a stamp of Defaqto approval in 2024. The company examined our sustainable investing policy and how closely we follow it, as well as our adherence to the United Nations Sustainable Development Goals.
COLWMA
The City of London Wealth Management Awards (COLWMA) are prestigious annual accolades that recognise excellence, quality of service and outstanding performance. We’re proud to have received the award for Best Discretionary Wealth Management Service in 2026 and Regional Wealth Manager of the year for Southern England in 2025. These awards are a testament to the strength of our proposition and the strategy behind our forward-thinking approach.
Awards and recognition FAQs
Canaccord Wealth has received recognition from independent industry bodies including Defaqto and the City of London Wealth Management Awards, covering areas such as DFM services, Managed Portfolio Services, sustainable investing and regional wealth management.
Defaqto is an independent company that rates financial products and services to help clients compare providers more easily.
Canaccord Wealth has received Defaqto recognition for its DFM Service, DFM MPS Direct and DFM MPS on Platform services. Our sustainable investment portfolios were also reviewed by Defaqto in 2024.
Yes. In 2024, Canaccord Wealth’s sustainable investment portfolios received Defaqto approval following a review of our sustainable investing approach.
The City of London Wealth Management Awards, or COLWMA, recognise excellence, service quality and performance across the wealth management industry.
Awards and testimonials provide external recognition of our service, expertise and client relationships, and help demonstrate the standards we aim to maintain.
What we do
We provide a range of comprehensive and integrated wealth management services designed to support clients at every stage of their life, including:
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