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Canaccord comes out top in Telegraph reader investigation

10 July 2020

At Canaccord Genuity Wealth Management, we always say our clients are at the heart of everything we do. And this article from the Telegraph proves that we practise what we preach. 

A management consultant from Cumbria decided to do his own research amongst wealth managers to find out where his £500k retirement fund might find the best home. Disenchanted with his provider, he was looking for a wealth management firm that was responsive, client-focused, demonstrated expertise and was competitive on fees.

Amongst our peer group, we came out on top. 

"I made the CEOs of multi-million pound wealth managers compete for my £500K pension"

 Read the article

How to find a new wealth manager

We understand how difficult it can be to compare one wealth manager against another – the services offered and their associated costs can seem complex and vary wildly.

Although at Canaccord we try our best to lay this out as clearly as possible, the highly personalised nature of discretionary investment management and wealth planning means it’s not always simple for individuals to do some quick desktop research. Which is why we were very happy to respond to this client’s request for information and speak with him about his personal situation and needs.

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Personal wealth management that focuses on my individual needs

“I liked the chief executive’s focus on people rather than scale. They even let me attend some webinars to get an accurate client experience.” 

We were pleased that our people-focused culture shone through in this client’s research. Our priority when meeting any new client is getting to know them. When we first speak with you, we will look beyond just your financial goals, at your lifestyle wishes and aims for the long-term future. Only then can we ensure you have the right wealth planning and investment management expertise around you to put the appropriate solutions in place.

Whether you are planning for your children’s or grandchildren’s school fees or higher education, a comfortable retirement, wealth transfer to the next generation, or simply to check your plans are still on track following the recent market turbulence, our wealth management experts can help.

We take pride in the fact we are small enough to provide a personal relationship-led service with direct access to our people (even our CEO as this article shows) and yet have enough size and scale to deliver a high level of wealth management experience and expertise. We are delighted that this client’s detailed research highlights the importance of this approach and we welcome the opportunity to speak with others who may be confused about their options.

 

Speak to a Wealth Adviser

If you would like a conversation about your personal financial circumstances and goals for the future, get in touch, we would be delighted to hear from you.

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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.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Photo of David Esfandi

David Esfandi

Chief Executive Officer

David Esfandi was appointed CEO of Canaccord Genuity Wealth Management Limited in March 2014. He was previously Managing Director of Ashcourt Rowan Asset Management, where he played a key role in restructuring the business and acquired a leading private client team from a large European bank. Prior to that, he spent 10 years with Deutsche Bank, latterly as Director of Proprietary Pan European Equity Investment. He also played a key role in starting the Private Institutional Client business. Mr. Esfandi began his career at Goldman Sachs International as a financial analyst. He holds an MA in PPE from Oxford University.


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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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