A warm welcome to Canaccord Wealth

I am delighted to welcome you to Canaccord Wealth. We are one of the leading independent wealth management specialists in the UK with a very simple mission – to enable you to build your wealth with confidence.

As an existing Cantab Asset Management client, you may be wondering how this will affect you. To begin with, rest assured that your Client Director at Cantab, will remain the same. If you have any questions, please get in touch with them in the usual way.

You will also see very little change in the services you receive, including financial planning and the day-to-day management of your investment portfolio. However, both companies will now be able to draw on extra resources and expertise, bolstering each other's capabilities.

We plan to bring together the best of Cantab with the best of Canaccord Wealth – this highlights our partnership, strong cultural fit and commitment to building on the firm 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, Canaccord Genuity has grown to become a leading independent global financial services firm, operating in wealth management and capital markets.

As wealth managers, we have a legacy dating back more than 30 years across the UK. Our wealth management business in the UK and Europe was formally established in 2012. Since then, we have successfully grown our business and reputation. Now, in the UK and Europe, we are proud to manage and administer £35.2bn of assets (as at 30 June 2024).

In-depth intelligence and experience

We are a specialist firm, focused on wealth management, and all our in-house resources are dedicated to increasing our knowledge and expertise 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, including an online portal so that you can check on your portfolio and access up-to-date information about your investments. This provides efficient and effective investment management and will also ensure extra capitalisation and stability for Cantab, allowing your relationship to grow from strength to strength in the future.

As part of the Canaccord Wealth family, your Cantab Client Director will have direct access to our broad range of resources and expertise and the firm’s broader global platform. For example, they will be able to draw on the expertise of our Chief Investment Office where we have a dedicated team of investment analysts covering OEICs, unit trusts, passive funds and investment trusts, as well as global equities. To help facilitate this, members of Cantab’s investment team will also become active members of Canaccord Wealth’s existing investment committees.

Our shared commitment to building strong, long-term relationships

Our clients are at the heart of our business. As a client of Cantab Asset Management, you can be confident that your current Client Director will continue to look after you in the way you have already established with them. Their advice, and your portfolio, will be managed in the same way. Canaccord Wealth and Cantab Asset Management share a very similar investment philosophy, both believing in a long-term approach focused on your life goals, striving to provide the financial outcomes you want, in the timeframe in which you want to achieve them.

As always, your Client Director will update you regularly on your investments and their performance, alert you to investment opportunities and keep you informed of any changes. And of course, they will be available to talk to you when you need them.

You can read our latest market updates and expert commentaries, and access information and videos on our website.

If you would like to know more

Your regular contact at Cantab Asset Management will keep you fully up to date as we advance in the coming months. You can also find out more about Canaccord Wealth by exploring the rest of our website.

The whole team and I look forward to welcoming you to Canaccord Wealth.

David Esfandi, CEO, Canaccord Wealth