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 - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £23.8bn (as at 31 December 2018) 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.
We are pleased to announce the acquisition of Worcester-based financial advisory firm, McCarthy Taylor, helping us to deliver on our objective of expanding our national footprint and broadening our offering of fully integrated investment and wealth planning services.
Founded in 1998, McCarthy Taylor is an independent financial advisory firm headquartered in Worcester with award-winning Chartered Financial Planners serving clients across the Midlands. The firm provides bespoke financial planning and discretionary investment management and manages client assets of approximately £171m (as at 4 January 2019).
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.
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.