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Canaccord Genuity Wealth Management
  • Min. account size

    £250
  • Company type

    Investment Manager
  • Ownership

    Listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1950

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Canaccord Genuity Wealth Management Factfile

Canaccord Genuity Wealth Management gives you access to a broad range of wealth management solutions including portfolio management, broking services and wealth planning. It has successfully grown its business and reputation over the years and now, in the UK and Europe, its investment professionals manage and administer over £25bn (as at 31 March 2019) of assets. The business has enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. At the same it is small enough to provide a personal relationship-led service with direct access to its people and knowledge.

Key person:

Canaccord - David Esfandi
David Esfandi

CEO

Advisory Investment Management

Discretionary Investment Management

Financial Planning

Lending

Execution-only Investing