Adam & Company

What Adam & Company does

Adam & Company, operating under the brand "Canaccord Wealth," is a UK wealth management firm founded in 1983. It provides financial planning, investment management, portfolio management, and stockbroking services to high-net-worth individuals, families, business owners, high-income earners, and charities. The business runs through three FCA-authorized private limited companies — Canaccord Genuity Wealth Limited (FCA 194927), CG Wealth Planning Limited (FCA 594155), and Cantab Asset Management Limited (FCA 449269) — and is wholly owned by Canaccord Genuity Group Inc., a publicly traded financial services group listed on the Toronto Stock Exchange (ticker: CF). Service coverage spans retirement and inheritance tax planning, long-term care, discretionary portfolio management, charity investment management, and situation-driven advice (divorce, bereavement, ill-health, personal injury settlement). The firm carries a 5-star Defaqto rating and reports a 92% client satisfaction rate based on its own client survey.

The firm deploys a relationship-led, sales-driven model: 325+ client-facing professional advisers operate across 16 UK offices, typically serving clients with investable assets over £100,000. As at 31 March 2026, assets under management/administration stood at £40.3 billion. Pricing is not publicly disclosed (referenced via a separate fees-and-charges schedule) and revenue is described as recurring/subcription-style, consistent with the standard UK HNW wealth management fee structure applied to managed portfolio assets. Distribution is exclusively direct, UK-domestic, and advisor-led, with no app or digital onboarding channel disclosed.

Customer acquisition relies on organic client referrals, in-person advisory relationships across the regional office network, and content-led top-of-funnel marketing including an insights/blog series and the 'Canaccord Coffee Break' weekly podcast. There are no disclosed proprietary technology platforms, no AI/ML capabilities, and no public app — the operating model is grounded in human-adviser productivity. The strategic moat rests on established brand, regulatory standing (multiple FCA authorizations), adviser bench depth, and geographic distribution rather than on technology differentiation.

Name

Adam & Company

Legal name

Canaccord Genuity Wealth Limited

Website

https://adamandcompany.co.uk

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Adam & Company, operating as Canaccord Wealth, is a UK wealth manager (founded 1983) providing financial planning, investment management, and stockbroking services to high-net-worth individuals, families, business owners, and charities via 325+ advisers across 16 offices, with £40.3bn AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Investment management
• Financial planning
• Portfolio management
• Stockbroking services

Headquarters

HQ city

Edinburgh

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Services: Revenue generated from financial planning, investment management, and advisory services for high-net-worth individuals and families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Adam & Company operates as part of the Canaccord Wealth group and provides personalized wealth management services to high-net-worth individuals. Its core offerings cover comprehensive financial planning (retirement planning, inheritance tax planning, long-term care planning) and investment management (discretionary portfolio management and execution-only stockbroking), delivered through a network of professional advisers across UK offices.

Product overview

Canaccord Wealth offers a comprehensive wealth management platform comprising financial planning and advice services (including retirement planning, inheritance tax planning, and long-term care planning) alongside investment management services (portfolio management and stockbroking). The firm also provides a podcast series called 'Canaccord Coffee Break' featuring insights from investment experts.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Advice Comprehensive financial planning covering retirement planning, inheritance tax planning, and long-term care planning to help high-net-worth individuals and families achieve their financial goals.
• Investment Management Professional portfolio management and stockbroking services for managing client investments across various asset classes, delivered by 325+ client-facing professional advisers.
• Portfolio Management Discretionary portfolio management services tailored to individual client needs and risk profiles.
• Stockbroking Services Execution and dealing services for buying and selling securities and investments, available to clients with assets typically over £100,000 and a minimum of £250,000 for one-off share sale transactions.

Quantifiable outcome

• £40.3bn assets under management/administration
• +2 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Canaccord Genuity Group Inc. (Parent)coreOthersCanaccord Wealth is a trading name comprising Canaccord Genuity Wealth Limited, CG Wealth Planning Limited, and Cantab Asset Management Limited, all of which are subsidiaries of Canaccord Genuity Group Inc. The Group also operates Asset Management, Global Capital Markets, and international Wealth Management divisions in Australia and Canada.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Coutts & Co. Private banking and wealth management arm of NatWest Group, serving UK HNW individuals, families, and entrepreneurs. Overlapping in target client, planning-led offerings, and FCA-regulated status with Canaccord Wealth's HNW individuals and business owners segments.
• Killik & Co: Long-established UK wealth management firm providing discretionary investment management and financial planning advice to private clients across multiple London-area offices. Direct competitor with similar relationship-led wealth advisory model for UK HNW clients.
• Evelyn Partners: UK wealth management, financial planning, and professional services firm serving HNW private clients, families, entrepreneurs, and charities. Closely overlapping client segments, services (including IHT and retirement planning), and regulatory profile with Canaccord Wealth.
• Quilter: UK-listed wealth manager with a large adviser network serving mass-affluent and HNW clients with investment platforms, financial planning, and advice. Comparable in scale and advice-led model, though more platform- and platform-distribution weighted.
• Rathbones Group: UK-listed wealth manager offering discretionary investment management, financial planning, and advice to HNW individuals, families, and charities. Directly comparable business model and client segments to Canaccord Wealth, with comparable AUM scale.
• Cazenove Capital (Schroders Wealth Management): UK wealth management arm of Schroders, providing discretionary investment management and wealth planning for HNW individuals, families, and charities. Comparable AUM tier and service mix to Canaccord Wealth's £40.3bn platform.
• Brewin Dolphin (now RBC Wealth Management UK): UK wealth manager serving HNW individuals and intermediaries with discretionary portfolio management, financial planning, and adviser-led distribution. Now part of RBC Wealth Management, providing a comparable UK HNW wealth platform benchmark.
• St. James's Place: The largest UK wealth manager serving HNW and mass-affluent clients through a national adviser network. Operates a fee-based advice and discretionary model very similar to Canaccord Wealth, making it the most directly comparable peer by AUM scale, target client, and distribution approach.
• Charles Stanley: UK wealth manager offering investment management, financial planning, and stockbroking services to HNW private clients, charities, and trustees. Highly comparable services and client mix, and notable as one of the few remaining UK-listed wealth managers following its 2022 take-private.

Regional players

• Arbuthnot Latham & Co. UK private bank and wealth manager serving HNW individuals, families, entrepreneurs, and business owners — closely aligned segments to Canaccord Wealth. Smaller AUM scale and a private-banking-led model (vs. advice-led) make it a regionally focused adjacent competitor rather than a direct substitute.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/adam-company-wealth-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Adam & Company