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:

Paul Derrien

Investment Director

Canaccord Genuity Wealth Management Factfile

Canaccord Genuity Wealth Management’s services are based around a dedication to traditional client service, open architecture, an international perspective and the latest in multi-asset portfolio management techniques. They have assets of £12bn under management and administration, on behalf of over 12,000 clients and serviced by over 115 client-facing investment professionals in London, Guernsey, Jersey and the Isle of Man.

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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