About Canaccord Wealth
Canaccord Wealth is part of Canaccord Genuity Group Inc., a leading independent, full-service financial services firm headquartered in Vancouver, Canada with operations in the US, the UK, Europe, Asia and Australia.
In the UK, Canaccord Wealth focuses on delivering integrated wealth management, including investment management and financial planning services, to clients in the UK and crown dependencies.
Key milestones
The 1950s – 1980s
Canaccord Genuity Group Inc., 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.
- 1950 - Canaccord Genuity, our parent company, is founded as a regional broker-dealer in Canada
- 1972 - The firm expands and becomes known as Canarim Investment Corporation
- 1989 - Canarim seeks out a strategic alliance with Loewen, Ondaatje, McCutcheon Inc (LOM) which was known for its institutional and research capabilities and European operations. In 1989, Canarim combines operations with LOM and is renamed L.O.M. Western Securities Ltd.
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 & Company in Guernsey.
- 1992 - Name changed from Canarim Investment Corporation to Canaccord Capital Corporation.
- 1993 - The company begins an aggressive growth strategy to evolve into a full-service financial services firm
- 1996 - Canaccord expands into the Crown Dependencies and the Isle of Man by acquiring Greig Middleton in Guernsey, Jersey and the Isle of Man
- 1997 - The company acquires Rowan & Company in Guernsey.
The 2000s 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 and Insinger de Beaufort International.
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.
- 2001 - The company acquires NatWest Stockbrokers in the UK and Carter Allen Stockbrokers in Jersey
- 2002 - Canaccord adds Tilney Investment Management in Isle of Man
- 2004 - The company transfers the assets from Carter-Allen Stockbrokers in Jersey
- 2005 - The company acquires Insinger de Beaufort International in Jersey and Isle of Man
- 2010 - The company acquires Corazon Capital in Guernsey and Geneva and Andersen Charnley in London and Bagshot in the UK
- 2012 - The company acquires Eden Financial and Collins Stewart Hawkpoint in London
- 2013 - The company rebrands the wealth management division in the UK, laying the foundations for Canaccord Wealth as we know it today
- 2017 - The company acquires Hargreave Hale in London and the rest of the UK, Duncan Lawrie Private Bank in the Isle of Man and the investment dealing and custody business from C. Hoare & Co
- 2019 - The company acquires Thomas Miller Wealth Management in the UK and its private client business in Isle of Man and McCarthy Taylor in Worcester.
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 2026, we manage and administer assets of £40.3bn in the UK and Europe* – as determined as ever to provide an excellent service to every one of our clients.
*as at 31 March 2026.
- 2021 - The company acquires Adam & Company and enters the Scottish investment management market
- 2022 - Canaccord acquires Punter Southhall Wealth in the UK
- 2024 - The company acquires Cantab Asset Management in Cambridge and Intelligent Capital in Glasgow
- 2025 - The company acquires Brooks Macdonald’s international arm based in Jersey, Guernsey and Isle of Man.
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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Awards and testimonials
We’re proud to be award-winning and receive great feedback from our clients
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