Canaccord Wealth

What Canaccord Wealth does

Canaccord Wealth is the UK wealth management division of Canaccord Genuity Group Inc. (TSX: CG), operating as a trading name under Canaccord Genuity Wealth Limited, CG Wealth Planning Limited and Cantab Asset Management Limited, all FCA-authorised. The firm provides financial planning, discretionary investment management, stockbroking and specialist wealth services to high-net-worth individuals, families, business owners, high-income earners and charities across the UK, typically serving clients with investable assets above £100,000 and operating from 16 offices with 325+ client-facing professional advisers. As at 31 March 2026 it reported £40.3bn in assets under management/administration, with a separate Canaccord Asset Management franchise managing £1.91bn in UK small-cap and multi-cap mandates and over £600m in the IHT Portfolio Service.

The operating model is a platform-plus-services architecture combining wealth planning (retirement, inheritance tax, long-term care), discretionary portfolio management and execution services, layered with specialist offerings such as the AIM-focused IHT Portfolio Service and outsourced small-cap mandates for Marlborough funds and the Hargreave Hale AIM VCT. Revenue is generated primarily through recurring AUM-based management fees, supplemented by financial planning advisory fees and stockbroking transaction commissions; specific pricing tiers are not publicly disclosed. Distribution runs through direct adviser relationships, a national IFA/intermediary channel under a dedicated Chief Distribution Officer, and partnerships with professional fiduciaries, supported by content-led demand generation including a published insights hub and a weekly podcast. The firm has grown materially via acquisition, completing Punter Southall Wealth (2022, ~£4.8bn AUM added), Intelligent Capital (2023) and Cantab Asset Management (2024, ~£900m AUM added); the UK unit generated £78.6m of EBITDA as of June 2025 and was reportedly being explored for sale by the parent in late 2025.

Name

Canaccord Wealth

Legal name

Canaccord Genuity Wealth Limited

Website

https://canaccord-wealth.com

Company type

Private

Founded year

1897

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Canaccord Wealth is a UK wealth manager (subsidiary of Canaccord Genuity Group Inc.) providing financial planning, discretionary investment management and stockbroking to high-net-worth individuals, families, business owners and charities across 16 offices and £40.3bn AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management services
• Investment management
• Financial planning advisory
• Inheritance tax planning
• Stockbroking services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Assets Under Management (AUM) Fees: Canaccord Wealth charges an annual management fee calculated as a percentage of Assets Under Management (AUM). This is the primary revenue driver, aligning the firm's interests with client portfolio growth. The fee structure is tiered based on AUM size and service level, with fees attracting VAT depending on the service received.
2. Financial Planning and Advisory Fees: The firm generates revenue from financial planning and wealth planning advice services, including retirement planning, inheritance tax planning, and long-term care planning. Initial consultations are provided without obligation, with fees charged upon formal engagement of services.
3. Stockbroking and Trading Services: Revenue from stockbroking services including trade execution, contract charges (dealing commission), agent's custody charges, and foreign exchange conversions for non-sterling portfolios.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Canaccord Wealth is a UK wealth management firm providing financial planning, investment management, portfolio management, and stockbroking services to high-net-worth individuals, families, business owners, high-income earners, and charities. The firm manages approximately £40.3 billion in assets under management/administration through 325+ client-facing professional advisers across 16 UK offices. It also operates Canaccord AM as a specialist outsourced asset management division running UK small-cap and multi-cap mandates for external clients including Marlborough funds.

Product overview

Canaccord Wealth is a UK wealth manager operating as a platform-plus-services model. The core offering combines wealth planning services (retirement planning, inheritance tax planning, long-term care planning) with investment management (discretionary portfolio management, stockbroking). The firm operates Canaccord AM as a specialist asset management division handling UK small-cap and European multi-cap mandates for external clients including Marlborough and the Hargreave Hale AIM VCT. An IHT Portfolio Service specifically manages AIM shares for inheritance tax planning purposes. The firm also provides digital tools including IHT and retirement calculators. Cantab Asset Management, acquired in 2024, operates as a subsidiary brand within the group.

Differentiator

Problem solved

Functional benefit

Brands

• Marlborough Funds: A range of UK small-cap and multi-cap investment funds managed by Canaccord AM in partnership with Marlborough, including Marlborough Special Situations Fund, Marlborough UK Micro-Cap Growth Fund, Marlborough Nano-Cap Growth Fund, Marlborough Multi-Cap Income Fund, Marlborough Multi-Cap Growth Fund, Marlborough European Special Situations Fund, Marlborough Extra Income Fund, and Marlborough Global Innovation Fund.

Products and services

• Wealth Planning Comprehensive financial planning service covering retirement planning, inheritance tax planning, and long-term care planning for high-net-worth individuals and families.
• Investment Management Multi-asset portfolio management service including equities, fixed income, alternatives, and cash allocation based on client risk profiles.
• Portfolio Management Discretionary investment management building and overseeing client portfolios to meet long-term financial goals and risk objectives.
• Stockbroking Services Equity trading and dealing services for UK and international securities through the London Stock Exchange, including dealing commission and custody charges.
• Inheritance Tax (IHT) Portfolio Service Specialist IHT portfolio service investing in AIM shares that may qualify for Business Relief after two years, managing over £600m of client assets.
• Canaccord AM - UK Small-Cap and Multi-Cap Asset Management Specialist outsourced asset management for UK small-cap and European multi-cap equities, managing mandates for Marlborough and Hargreave Hale AIM VCT, with £1.91bn in assets managed under contract as of 31 May 2026.
• Marlborough Special Situations Fund UK-focused special situations investment fund managed by Canaccord AM for Marlborough.
• Marlborough UK Micro-Cap Growth Fund UK micro-cap equity growth fund focused on smaller publicly listed companies, managed by Canaccord AM for Marlborough.
• Marlborough Nano-Cap Growth Fund UK nano-cap equity growth fund investing in the smallest publicly listed companies, managed by Canaccord AM for Marlborough.
• Marlborough Multi-Cap Income Fund Multi-cap equity fund targeting income generation through dividend-paying stocks, managed by Canaccord AM for Marlborough.
• Marlborough Multi-Cap Growth Fund Multi-cap equity fund seeking capital growth across UK market capitalisation spectrum, managed by Canaccord AM for Marlborough.
• Marlborough European Special Situations Fund European equities fund focusing on special situations investment opportunities, managed by Canaccord AM for Marlborough.
• Marlborough Extra Income Fund Fund designed to generate enhanced income through diverse asset allocation, managed by Canaccord AM for Marlborough.
• Marlborough Global Innovation Fund Global equity fund focused on innovative companies driving technological advancement, managed by Canaccord AM for Marlborough.
• Hargreave Hale AIM VCT Venture Capital Trust managed by Canaccord AM since 2004, investing in AIM-listed small companies qualifying for EIS relief.
• Charity Investment Management Dedicated charities team providing investment management to charitable organizations, ensuring investments are effectively managed while remaining fully compliant.
• RP3 Multi-Asset Strategy Multi-asset investment strategy managed by Canaccord AM, returning 48.34% from 31 January 2016 to 31 January 2026, significantly outpacing inflation and cash returns.

Quantifiable outcome

• 92% client satisfaction rate based on client survey
• +3 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• MarlboroughcoreStrategic or Co-development PartnerCanaccord Asset Management runs several UK small-cap and multi-cap investment funds for Marlborough, including Marlborough Special Situations Fund, Marlborough UK Micro-Cap Growth Fund, Marlborough Nano-Cap Growth Fund, Marlborough Multi-Cap Income Fund, Marlborough Multi-Cap Growth Fund, Marlborough European Special Situations Fund, Marlborough Extra Income Fund, and Marlborough Global Innovation Fund. This is Canaccord AM's most significant mandate.
• Hargreave Hale AIM VCT plccoreStrategic or Co-development PartnerCanaccord Asset Management has been managing the Hargreave Hale AIM VCT since 2004. The team manages this venture capital trust focused on AIM-listed smaller companies, providing specialist investment management expertise.
• Hargreave Hale AIM VCT plccoreStrategic or Co-development PartnerCanaccord Asset Management has been managing the Hargreave Hale AIM VCT since 2004. The team manages this venture capital trust focused on AIM-listed smaller companies, providing specialist investment management expertise.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• St James's Place: The largest UK wealth manager, serving HNW and mass-affluent clients through a national adviser network. Directly comparable to Canaccord Wealth in targeting UK HNW individuals with managed portfolio and financial planning services.
• Rathbones Group: UK-listed wealth manager with over £100bn AUM offering discretionary investment management, financial planning, and advice to HNW individuals, families, and charities. Direct competitor to Canaccord Wealth across HNW segments.
• Brewin Dolphin (RBC Wealth Management): UK wealth manager acquired by Royal Bank of Canada, providing discretionary investment management and financial planning to HNW clients. Direct competitor and source of recent Canaccord senior hires (Antony Champion, Gary Steel).
• Quilter: UK wealth manager with a large advised platform serving HNW and mass-affluent clients through financial advisers. Competes with Canaccord in the IFA-intermediated UK wealth channel.
• Brooks Macdonald: UK wealth and asset manager offering discretionary investment management, financial planning, and IHT services to HNW clients. Co-member with Canaccord in the Firenze credit infrastructure platform serving wealth firms.
• Evelyn Partners: UK wealth manager and professional services firm providing investment management, financial planning, and tax advice to HNW individuals, families, and charities. Comparable to Canaccord's full-service HNW proposition.
• Investec Wealth & Investment: UK wealth manager offering discretionary portfolio management, financial planning, and stockbroking to HNW individuals and intermediaries. Direct competitor with similar multi-service HNW offering.
• Charles Stanley: UK wealth manager providing investment management, financial planning, and intermediary services to private clients and charities. Comparable scale and HNW/charity focus to Canaccord Wealth.
• LGT Vestra: UK wealth manager owned by the Liechtenstein LGT Group, providing discretionary investment management and wealth planning to UHNW and HNW clients. Direct competitor in the UHNW/HNW segment.

Others

• Canaccord Genuity (parent capital markets business): The capital markets and advisory arm of Canaccord Genuity Group, the parent of Canaccord Wealth. Comparable as a related entity providing stockbroking and corporate finance services that share the Canaccord brand and FCA-regulated infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CGWM_UK
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/canaccord-wealth

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Canaccord Wealth