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.