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About us

Investing with Canaccord Genuity Wealth Management gives you access to a broad range of wealth management solutions.

We have successfully grown our business and reputation over the years. Now, in the UK and Europe our investment professionals manage and administer £32.3bn of assets (as at 30 September 2022). 

Our core wealth management services include portfolio management, broking services and wealth planning.

We have 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 us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge. Find Out More.

Protect yourself from fraud

We are aware that fraudsters are using the Canaccord Genuity name, logo and office address in an attempt to exploit unsuspecting clients. Read some of the measures you can take to protect you and your money from fraud.

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Latest news

We are delighted to announce that Canaccord Genuity Wealth Management UK has entered into an agreement to acquire Punter Southall Wealth Limited. Read the full press release here.

Why choose Canaccord Genuity Wealth Management?

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and any decisions we are making on your behalf
  • You can choose whether you want updates face to face, by phone or by email
  • We offer experience, expertise and a highly efficient, competitive service.

Watch our CEO, David Esfandi as he talks about who we are, what we do and what differentiates us.

Canaccord Genuity Wealth Management (CGWM) is the trading name of Canaccord Genuity Financial Planning Limited (CGFPL), Canaccord Genuity Wealth Limited (CGWL) and CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL). They are all subsidiaries of Canaccord Genuity Group Inc. CGFPL, CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (registered numbers 154608, 194927 and 594155). CGFPL, CGWL and CGWPL have their registered office at 41 Lothbury, London, EC2R 7AE. CGFPL, CGWL and CGWPL are registered in England & Wales no. 02762351, 03739694 and 08284862. CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761 and has its registered office at Trafalgar Court, Admiral Park, St. Peter Port, GY1 2JA.

Download our brochure

Find out more about our personal wealth management services.

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Want to learn more about wealth management? 

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How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

 

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.