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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 over £25.4bn (as at 31 March 2019) of assets.

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. 

Latest news

We are pleased to announce the acquisition of Thomas Miller Wealth Management in the UK and the private client activities of Thomas Miller Investment in the Isle of Man, helping us to deliver on our objective of expanding our national footprint and broadening our offering of fully integrated investment and wealth planning services.

Thomas Miller is an integrated wealth manager headquartered in London and provides financial planning and investment management services to private clients, trusts, charities and corporates in the UK. Thomas Miller is part of the Thomas Miller Group, an independent and international provider of insurance, professional and investment services which has been looking after its clients’ interests for over 130 years. Following the sale of its private client activities, the business will focus on providing investment management services to institutional clients.

On the announcement of the acquisition, David Esfandi, CEO of Canaccord Genuity Wealth Management (CGWM) said: “The addition of Thomas Miller Investment’s private client business supports our long‐term strategic ambition of expanding our footprint, whilst enhancing our financial planning business to ensure a truly client‐centric offering that is essential for the future generational planning needs of our growing client base. With a modern and scalable platform, we have a proven track record of integrating businesses and client assets and we are deeply committed to ensuring that the business and clients of Thomas Miller Investment will have a successful future with CGWM.”

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), Hargreave Hale Limited (HHL) and Canaccord Genuity Wealth (International) Limited (CGWIL). They are all wholly owned subsidiaries of Canaccord Genuity Group Inc. CGFPL, CGWL and HHL are authorised and regulated by the Financial Conduct Authority (registered numbers 154608, 194927 and 209741).CGFPL and CGWL have their registered office at 41 Lothbury, London, EC2R 7AE. HHL has its registered office at Talisman House, Boardmans Way, Blackpool, FY4 5FY. CGWL, CGFPL and HHL are registered in England & Wales no. 02762351, 03739694 and 03146580.

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Here you'll find documents and forms related to our Managed Portfolio Service.

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How can we help?

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

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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