A warm welcome to Canaccord Wealth

I am delighted to welcome you to Canaccord Wealth. We are one of the top 10 UK wealth managers (as measured by assets under management), with offices throughout the UK.

We have successfully grown our business and reputation over the years, and now provide large numbers of high-net-worth clients with expert wealth management to help them reach their objectives. Our investment management and financial planning specialists work in combined teams to ensure these services work holistically together.

As an existing Brooks Macdonald Asset Management (International) Ltd (‘BMI’) client, you may be wondering how this acquisition will affect you. To begin with, rest assured your existing personal contacts will stay the same, as will your chosen services. If you have any questions, please get in touch with them in the usual way.

Your portfolio will continue to be managed following existing investment strategies. The only difference is that Canaccord Wealth will provide additional resources and expertise to comprehensively support the services BMI provided to you.

You will already see the transition of the BMI brand to the Canaccord Wealth name and logo, highlighting our partnership, strong cultural fit and commitment to building on the foundations that both companies have established.

History of Canaccord Wealth

We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Company has wealth management offices located in Canada, the UK, Dubai, Guernsey, Jersey, the Isle of Man and Australia. The Company’s international capital markets division operates in North America, UK & Europe, Asia, and Australia. You can hear more about Canaccord Wealth here.

In-depth intelligence and experience

We are a specialist firm, focused on wealth management, so all our in-house resources are dedicated to increasing our knowledge and offering in this area.

We have 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 and financial planning capabilities. 

At the same time, we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Our shared commitment to building strong, long-term relationships

At Canaccord Wealth we share BMI’s values, including its belief in creating and maintaining close, enduring relationships with clients. Rest assured your existing BMI team will continue to look after you in the way you have already established with them. Their advice, and your portfolio, will still be focused on your life goals, aiming to provide the financial outcomes you want, in the time frame in which you want to achieve them.

As always, they will update you regularly on your investments and their performance, alert you to investment opportunities and keep you informed of any changes, to ensure your finances remain suitably structured and tax efficient. And naturally they will be available to talk to you when you need them.

If you would like to know more

To find out more about Canaccord Wealth, you can explore the rest of our website here.

The whole team and I would like to offer you a warm welcome to Canaccord Wealth.

Andy Finch
Chief Executive Officer, International

Looking for fund information?

You can access the latest documents for our International Multi Strategy Funds and International Investment Funds using the links below: