In the best interest of clients by exclusively working with a select number of proven investment experts.
Canaccord Genuity Wealth Management gives clients access to a broad array of wealth management resources including its range of multi-manager, multi-asset CGWM Funds, designed explicitly to meet clients’ investment needs.
Canaccord’s substantial fund selection team is made up of 11 members, making it one of the largest at an independent top 10 UK wealth manager. In total, 70 in-house specialists, contribute their views and insights towards managing the CGWM Funds, so each Fund benefits from a vast breadth of experience and expertise.
Canaccord has successfully grown its business and reputation over the years. Now, in the UK and Europe its investment professionals manage and administer £26.4bn of assets (as at 30 September 2020).
It has enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow it to be price competitive. At the same time the business is small enough to provide a personal relationship-led service with direct access to its people and knowledge.
The business is part of Canaccord Genuity Group Inc., a publicly traded company established in 1950. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia, and capital markets operations in Canada, the US, UK, France, Ireland, Hong Kong, China, Australia and Dubai.Download Brochure
Kingswood look after a diverse range of clients including private individuals, trusts, charities and corporates. They also work with some of the UK’s largest universities and institutions. Their goal is simple: to protect and grow the wealth of their clients, offering advice every step of the way.
Their aim is to provide clients with a complete wealth management service combining investment management and wealth planning. As their Wealth Planners and Investment Managers work in tandem, their clients are able to benefit from a level of knowledge and professional expertise that sets them apart.
Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses, they now provide clients with a fully integrated approach to their financial affairs. Kingswood is a public company and their shares have been listed on the AIM market since 2014.
They have ambitious plans to become a leading global provider of wealth management services to clients and have a growing network of offices across the United Kingdom and the United States. As at November 2020, they employ c.186 staff and have £5.6bn of client assets under advice and management. Despite all of this their ethos and mission remain the same – to create opportunities for people worldwide to experience financial freedom.Download Brochure
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