Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Canaccord Genuity Wealth Management

  • Min. account size

    £250,000
  • Company type

    Investment Manager
  • Ownership

    Listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1950

Key person:

David Esfandi

CEO

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.

Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £250,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones UK
Margin accounts

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