Working in Partnership

Canaccord Genuity Wealth Management gives clients access to a broad array of wealth management resources including its range of multi-manager, multi-asset CGWM Funds, designed explicitly to meet clients’ investment needs.

Canaccord’s substantial fund selection team is made up of 11 members, making it one of the largest at an independent top 10 UK wealth manager. In total, 70 in-house specialists, contribute their views and insights towards managing the CGWM Funds, so each Fund benefits from a vast breadth of experience and expertise.

Canaccord has successfully grown its business and reputation over the years. Now, in the UK and Europe its investment professionals manage and administer £32bn of assets (as at 31 March 2022).

It has enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow it to be price competitive. At the same time the business is small enough to provide a personal relationship-led service with direct access to its people and knowledge.

The business is part of Canaccord Genuity Group Inc., a publicly traded company established in 1950. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia, and capital markets operations in Canada, the US, UK, France, Ireland, Hong Kong, China, Australia and Dubai.