Canaccord Genuity Wealth Management UK & Europe - Company Profile
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Canaccord Genuity Wealth Management UK & Europe (CGWM-UK) offers portfolio management, stockbroking services, wealth planning, intermediaries, and support services. Portfolio management includes discretionary portfolio management, investment in smaller companies. Stockbroking services comprise advisory, specialist services, and corporate share dealing schemes. Wealth planning offers advisory services. CGWM-UK offers wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries in the UK, Isle of Man, Guernsey, and Jersey. CGWM-UK is headquartered in London, England, the UK.
Canaccord Genuity Wealth Management UK & Europe premium industry data and analytics
Products and Services
| Services |
|---|
| Portfolio Management: |
| Discretionary Portfolio Management |
| Investment in smaller companies |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Acquisitions/Mergers/Takeovers | In February, the company acquired Brooks Macdonald Asset Management. |
| 2024 | Plans/Strategy | In June, the company announced its plans to acquire Cantab Asset Management. |
| 2024 | Contracts/Agreements | In April, the company successfully completed the acquisition of Intelligent Capital. |
Competitor Comparison
| Key Parameters | Canaccord Genuity Wealth Management UK & Europe | Union Bancaire Privee (UK) Ltd | Close Brothers Asset Management | Waverton Investment Management Ltd | AAG Wealth Management |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | |
| City | London | London | London | London | - |
| State/Province | England | England | England | England | - |
| No. of Employees | 862 | 704 | 870 | 160 | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Andy Finch | Chief Executive Officer | Senior Management | - | - |
| Wayne Martel | Chief Financial Officer | Senior Management | - | - |
| Charles Cohen | Head - Wealth Management, Jersey | Senior Management | - | - |
| Chris Colclough | Head - Wealth Management, Guernsey | Senior Management | - | - |
| Justin Oliver | Chief Investment Officer - Canaccord Genuity Funds | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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