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Canaccord genuity wealth management


Canaccord Genuity Wealth Management, known as CGWM or Canaccord. Canaccord Genuity is a holistic wealth manager providing an integrated, multiservice wealth management approach.

Employing approximately 118 investment professionals, and with over £23bn of assets under management and administration and around 26,000 clients, we believe we are optimally sized to give our clients an ideal, individualised service.

We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure which provides efficient and effective investment management and economies of scale to allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service and direct access to our people and knowledge.


We’re a young, growing brand with a driving ambition to become a major force in the UK, Channel Islands and Isle of Man markets. We aim to be at the forefront of innovation and to be leading experts in our field. That means you’ll have plenty of opportunity to influence our development, inspire us with your passion, and make your mark within the company. Everyone here at CGWM has an important role in our success, from our vitally important front of house staff, the first point of contact for so many callers and visitors, to our most experienced Investment Directors. We welcome new ideas, energy, hard work and professionalism, which will help us make our ambitions a reality. We’ll show our appreciation by being committed to your ongoing development, as well as your happiness and wellbeing at CGWM.


We’ve got big plans for the future – but we’re well aware that we can only grow and develop in the way we want by putting our clients first and creating the best possible relationship with them. That’s why our CGWM vision is: To bring our clients the best experience and return from their wealth.... and our mission statement is:

We exist to serve our clients, to protect and grow their wealth, and earn their loyalty.

Our brand promise also communicates our commitment to clients. For private clients and prospects, it is: Build your wealth with confidence.

We expect everyone at CGWM to keep these ideas in mind at all times, to ensure our clients are always delighted with our service and advice.


Approachable - We encourage a friendly dialogue with our clients, intermediaries and colleagues, and share our knowledge and expertise.

Accountable - We take responsibility for carrying out our roles efficiently and enthusiastically, to meet and exceed our clients’ expectations and deliver results.

Aligned - We’re all working hard to keep our brand promise and live by our brand values. By being aligned with our colleagues, we can focus on delivering better outcomes and a brilliant experience for our clients.

Find out more about Canaccord Genuity Wealth Management here: