Canaccord Wealth

Canaccord Wealth Review: Regulation, Fees and Broker Analysis

Unclaimed profile

Canaccord Wealth is a credible FCA-regulated private wealth manager best suited to affluent investors who want personalised investment management, financial planning, and long-t…

Best forWealth ManagementAdvisoryHigh Net WorthNot ideal forMetaTrader users

External website · BrokerBazaar does not receive a trading commission from this link.

77

/ 100

BrokerBazaar Score

Good

Evidence-based, 0–100

Data confidence 78%

Not verified — typically aimed at portfolios of £100,000 or more

Min Deposit

N/A — managed portfolio an…

Spreads From (indicative)

Not offered on the publish…

Max Retail Leverage

Management fees and dealing ch…

Commission

Group-level figures · Full cost schedule

Researched by
BB Team
Reviewed by
BB Team
Last verified
10 Oct 2026
Next review due
8 Jan 2027

How we tested this broker·Meet the review team

Section 01

About

About Canaccord Wealth

Company Provided

Canaccord Wealth is the UK private-client wealth management arm of Canaccord Genuity Group, operating under FCA firm reference 194927. It provides discretionary and advisory investment management, non-discretionary brokerage and financial planning for affluent and high-net-worth clients.

Since 1999 London, United Kingdom 1 regulators listed

Expert Verdict

Canaccord Wealth is a credible FCA-regulated private wealth manager best suited to affluent investors who want personalised investment management, financial planning, and long-term advice rather than a low-cost DIY trading platform. Its tailored fees, high typical client asset levels, and entity-specific services mean prospective clients should confirm the applicable legal entity, mandate, and full charges before committin

Pros

  • FCA firm reference 194927 confirmed on the firm's own site and in an FCA-published document
  • Substantial client assets reported across the UK and Crown Dependencies
  • 16 offices with a large team of investment professionals
  • Part of a listed international financial group
  • Active Child Trust Fund provider

Cons

  • Aimed at affluent and high-net-worth clients, typically £100,000 or more
  • Not a mass-market or low-cost self-directed platform
  • Multiple related FCA-authorised entities exist in the group, which can cause confusion
  • Fees are mandate-specific rather than a simple published rate
  • Verified from the firm's own disclosure rather than read directly off the FCA register

BrokerBazaar Overview

Independent

Canaccord Wealth is the private-wealth brand used by several regulated entities, with Canaccord Genuity Wealth Limited serving as the key UK investment-management entity. It is FCA-authorised under firm reference number 194927 and operates from 88 Wood Street in London. The firm provides discretionary investment management, wealth planning, retirement and estate-planning services, and specialist execution and custody services for high-net-worth clients. This is an advice-led, relationship-managed service rather than a retail trading app or a mass-market forex/CFD broker.

The proposition is most relevant to investors who value professional portfolio management and integrated financial planning. Canaccord Wealth offers a no-obligation initial consultation and says its fees are tailored to each client’s individual situation and agreed before work begins. However, that customisation means prospective clients cannot rely on a simple, universally published commission or annual-fee figure. Investors should request the current service-specific fee schedule, establish whether they will receive advice or discretionary management, and compare the overall ongoing cost—including investment-product charges, custody, transaction, platform, and adviser charges—before proceeding.

Key Features

Regulated Broker
Canaccord Wealth

Canaccord Wealth

Regulated Broker

Min DepositNot verified — typically aimed at portfolios of £100,000 or more
Max Retail LeverageNot offered on the publish…
Spreads (indicative)N/A — managed portfolio an…

External website · BrokerBazaar does not receive a trading commission from this link.

3

Platforms

1999

Est. Since

4

Account Types

1+

Countries

Regulated By

FCA (UK)

Licence check: Not independently checked

Live Spreads

Not available

No live spread data from a named account is available for this broker. Figures are published only with the account type and capture time.

Independent report by BrokerBazaar Research TeamHow we rate brokers

Canaccord Wealth broker analysis: regulation, fees, withdrawals and risks

Independent broker profile covering verified entities, regulation, costs, platforms, withdrawals, risks and user feedback. BrokerBazaar is not Canaccord Wealth and does not operate any brokerage.

Profile ownership

Not claimed by broker

No representative of Canaccord Wealth manages this page. This says nothing about its licence, and the score and regulation data are the same whether or not a profile is claimed.

Information source

Under review

Details are currently being reviewed against public records.

Licence check

Not independently checked

Confirm the licence on the regulator's public register before opening an account.

Editorial review

Reviewed 6 Nov 2026

Date the BrokerBazaar research team last regenerated this analysis from the stored record.

Legal entity

Canaccord Genuity Wealth Limited

Founded

1999

Headquarters

London, United Kingdom

Regulators

FCA (UK)

Minimum deposit

Not verified — typically aimed at portfolios of £100,000 or more

Spreads from

N/A — managed portfolio an…

Commission

Management fees and dealing ch…

Max leverage

Not offered on the publish…

Platforms

Online client portal, Discretionary portfolio management, Advisory investment management

Account types

Discretionary Portfolio, Advisory Account, Stocks and Shares ISA, SIPP

Canaccord Wealth regulation and licence table

Each row is one legal entity. Verify the licence on the official register; a company registration is not a brokerage licence.

EntityRegulatorLicenceAuthorised activityRegionLicence check
Canaccord Genuity Wealth LimitedFCA

Financial Conduct Authority

Strict oversight
194927Official register FCA-authorised wealth management/investment firmUnited KingdomNot independently checked
CG Wealth Planning LimitedFinancial Conduct Authority (FCA)594155Official register Financial planning / investment adviceUnited KingdomNot independently checked
Cantab Asset Management LimitedFinancial Conduct Authority (FCA)449269Official register Asset management / investment managementUnited KingdomNot independently checked
Canaccord Genuity Wealth (International) LimitedGuernsey Financial Services Commission (GFSC)GFSC Reference 24996Official register Controlled Investment Business; Insurance IntermediaryGuernseyNot independently checked
Canaccord Genuity Wealth (International) LimitedJersey Financial Services Commission (JFSC)Not VerifiedOfficial register Investment Business, including dealing in investments, managing investments and investment adviceJerseyNot independently checked
Canaccord Genuity Wealth (International) LimitedIsle of Man Financial Services AuthorityNot VerifiedNot VerifiedIsle of ManNot independently checked

Canaccord Wealth at a glance

Canaccord Wealth is the UK private-client wealth management arm of Canaccord Genuity Group, operating under FCA firm reference 194927. It provides discretionary and advisory investment management, non-discretionary brokerage and financial planning for affluent and high-net-worth clients.

Canaccord Wealth reports a founding year of 1999 and a head office in London, United Kingdom. It lists 1 regulator and 3 trading platforms.

BrokerBazaar verdict

Canaccord Wealth is a credible FCA-regulated private wealth manager best suited to affluent investors who want personalised investment management, financial planning, and long-term advice rather than a low-cost DIY trading platform. Its tailored fees, high typical client asset levels, and entity-specific services mean prospective clients should confirm the applicable legal entity, mandate, and full charges before committin

Legal entities, regulation and licences

Canaccord Wealth operates through 6 legal entities, each supervised separately. Your account is with one specific entity, so the protections you receive depend on which one onboards you, not on the group's strongest licence. Overall, the group is supervised by at least one strict-tier regulator.

Licence check: Not independently checked. BrokerBazaar is currently reviewing this broker's information against public records. A company registration or general business licence is not permission to offer regulated brokerage services; only the register entries linked in the table count.

Countries accepted and restricted

Canaccord Wealth states that it accepts clients from United Kingdom. Availability is decided per entity and can change without notice; residents of jurisdictions such as the USA, and often the EU and UK, are frequently excluded from offshore entities.

Trading products, platforms and account types

Instruments: Shares, Bonds, Funds, ETFs, Investment Trusts, Structured Products. Platforms: Online client portal, Discretionary portfolio management, Advisory investment management. Account types: Discretionary Portfolio, Advisory Account, Stocks and Shares ISA, SIPP.

Best-for tags assigned by our team: Wealth Management, Advisory, High Net Worth.

Minimum deposit, spreads, commissions and other charges

The minimum deposit is Not verified — typically aimed at portfolios of £100,000 or more. Spreads start from N/A — managed portfolio an… and commission is Management fees and dealing ch…. Maximum leverage is Not offered on the publish…, subject to the cap of the entity that holds your account.

Swap-free / Islamic account: not specified. Swap type: not specified. Headline spreads are usually quoted for the most expensive account tier's cheapest instrument; compare total cost for your typical trade.

Deposits and withdrawals

Deposit methods: Bank Transfer. Withdrawal methods: Bank Transfer.

Withdrawal speed and fees are set by the entity and payment provider. Withdrawal delays are the most common complaint category on BrokerBazaar across all brokers; keep identity documents current and withdraw to the same method you deposited with where required by anti-money-laundering rules.

Execution model, negative balance protection and client money

Negative balance protection: Not specified. Scalping allowed: Not specified. Algorithmic trading allowed: Not specified. News trading allowed: Not specified. Hedging: not specified.

Client-money rules follow the regulator of the entity that holds your account: FCA: Segregated in ring-fenced client accounts under the CASS rules. Compensation: FSCS — up to £85,000 per client.

Complaints and dispute process

Formal complaints: WMAdvisoryCompliance@canaccord.com. Phone: +44 20 7665 4500. Complaints can be submitted through Canaccord Wealth's compliance/client-service channels. The firm's published complaints procedure provides for acknowledgement and escalation to the Financial Ombudsman Service where applicable

If the broker does not resolve a complaint, escalate to the ombudsman or regulator of the entity that holds your account. BrokerBazaar's Dispute Support Desk can help you document and escalate a case.

Strengths and limitations

  • Strength: FCA firm reference 194927 confirmed on the firm's own site and in an FCA-published document
  • Strength: Substantial client assets reported across the UK and Crown Dependencies
  • Strength: 16 offices with a large team of investment professionals
  • Strength: Part of a listed international financial group
  • Strength: Active Child Trust Fund provider
  • Limitation: Aimed at affluent and high-net-worth clients, typically £100,000 or more
  • Limitation: Not a mass-market or low-cost self-directed platform
  • Limitation: Multiple related FCA-authorised entities exist in the group, which can cause confusion
  • Limitation: Fees are mandate-specific rather than a simple published rate
  • Limitation: Verified from the firm's own disclosure rather than read directly off the FCA register

Who this broker suits, and who it does not

Canaccord Wealth is most relevant to traders looking for: Wealth Management, Advisory, High Net Worth.

It is less suitable for anyone who needs a strict-tier regulator in their own country of residence but would be onboarded by an offshore entity, for residents of restricted jurisdictions, and for beginners who have not yet understood leverage and margin. Nothing on this page is personal financial advice.

Canaccord Wealth change history

Every published fact change, with the previous value and the date it took effect. Each entry says whether the broker made the change itself or our editors checked it against an official source. Regulation and licence claims are always checked by an editor.

No fact changes recorded for Canaccord Wealth yet. Changes appear here as soon as the broker updates its profile or our editors confirm a change.

Frequently asked questions about Canaccord Wealth

Data sources. Broker submission, the regulator registers linked above, FCA firm reference 194927 published on the firm's own client login page and listed as authorised in an FCA freedom-of-information publication; Companies House record 03739694 active, web-archive and domain records, and third-party traffic data. Last register check 2026-09-15. External ratings: Trustpilot 4.7/5; Apple App Store 4/5; Google Play Store N/A/5.

Commercial disclosure. BrokerBazaar is independent and not owned by any broker. We may receive a referral fee if you open an account with Canaccord Wealth through our links; this never affects scores or verification. How we make money. Trading leveraged products carries a high risk of loss.

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