Canaccord Wealth (CW) stands as a renowned wealth management firm, operating within the broader Canaccord Genuity Group, a global investment entity with two core divisions: investment banking and wealth management. We take pride in our identity as an organization that is significant enough to have an impact yet intimate enough to provide personalised service. Our foundation is built on the belief that collaboration is at the heart of any prosperous partnership. We thrive in synergy with dedicated professional advisors who share a common objective—to safeguard and enhance our clients' wealth. In a post-pandemic world, our aim is clear; help IFAs with their clients in an ever-evolving economic environment.

At CW, our mission revolves around fulfilling investors' requirements by channelling our intellectual capital directly into our clients' portfolios. Leveraging our expansive global network, we scrutinize both the macro and micro aspects of investments. This holistic approach empowers us to offer enduring investment strategies and well-informed, immediate solutions that create a tangible difference for our IFA clients in the UK.

Key Highlights:

•            A specialized Intermediary team, catering to the Advisor industry

•            Utilization of the Avaloq operating framework.

•            Seamless integration of app and portal technology, designed for both client and IFA convenience.

•            A global presence spanning Canada, the US, the UK & Europe, the Middle East, and Asia Pacific.

•            Managing assets exceeding £35 billion in the UK, serving a client base exceeding 25,000 in the UK.

•            At CW, we are committed to delivering tailored solutions that meet the diverse needs of our advisors and clients, ensuring a partnership that is both meaningful and impactful.

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