Skip to main content

Enjoy your wealth the way you choose

Build and protect what matters most, with a dedicated team behind you. Canaccord Wealth is one of the top 10 UK wealth managers (by assets under management), serving you with nationwide offices and international investment teams. We bring clarity and confidence to your future.

Your wealth. Our focus.

Your financial ambition is what drives us – encouraging us to pursue bigger and better outcomes for you. 

We’re fortunate to have spent decades working with high-net-worth individuals. Seeking your objectives through our expert and interconnected wealth planning and investment management teams.

Your complete 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 you enjoy your wealth in the ways that matter most to you.

Expertise you can count on

92%

client satisfaction

Read client survey

£35.9bn

assets under management / administration

See our services

5 star

defaqto rating

What’s defaqto?

16

offices to support you

Find our offices

 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 your needs

Ambitious

To offer a first-class service, we strive for success and focus relentlessly on our clients – we are hardworking, proactive and creative

Approachable

We encourage friendly dialogues by making time for those who want to talk to us, and being warm, helpful and easy to work with 

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 your 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.

Join us

As a dynamic firm with big ambitions, we’re constantly growing and developing. We invest in our colleagues’ careers, empowering them to grow alongside us.