Canaccord Wealth
Canaccord Wealth is one of the top ten independent wealth managers in the UK, with offices nationwide, providing everything from highly personal local expertise to international services. Their holistic wealth management offering combines expert financial planning with specialist investment management to achieve your goals.
They concentrate on building close, lasting relationships with clients, where you can select your own adviser, from their diverse team, and choose how they work with you. They will get to know you and understand exactly what matters to you, and then put the right expertise in place, based on your wishes and your long-term financial wellbeing. We believe you can trust them to build your wealth with confidence.
Asset under management
£32.5 billionEstablished
2013Employees
750Private client
80Min. Account size
£100k
Financial Planning
Canaccord Wealth's UK-wide team comprises dedicated, approachable Wealth Planners with in-depth knowledge and experience. They are independent, unbiased, and not tied to specific providers, so they can consider all other investment managers and funds, choosing the best for your individual objectives. Your chosen Wealth Planner will discuss your long-term aims, and use cash flow modelling, if appropriate, to assess your current and forecasted financial positions. They will set up financial solutions to safeguard your wealth and minimise tax, and build a plan to lead you confidently into the future. Canaccord Wealth also offer specialist services, including advice for business owners and later life planning, they are a SOLLA strategic partner, with expertise in retirement plans and tax-efficient ways to pass on your wealth.
Investment Management
Canaccord Wealth's investment services include discretionary portfolio management, stockbroking and other specialist investment solutions, in whatever combination best suits you. Their highly experienced team includes experts in ESG (environmental, social and governance) portfolios, direct fixed income investing, global direct equity investing and inheritance tax. They have also won awards for their small companies (small caps) expertise and have the largest small cap team in the City of London. Their rigorous, robust and highly analytical investment process is based on their global presence and outlook. Canaccord Wealth's in-house analysts carry out detailed research into markets around the world, while expert committees, headed by its Chief Investment Office, monitor the performance of the funds and businesses they invest in.
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