Drawing upon our established values, our services are based around a dedication to traditional client service, impartial advice and the latest portfolio management and wealth planning techniques. We look to deliver upon clients’ investment goals via a rigorous investment process with an integrated risk framework at its heart, combined with appropriate advice where required. Our forward thinking approach and global perspectives ensure our services are tailored to suit the individual needs of Private Clients, Intermediaries and Charities.
We are owned by Canaccord Financial Inc., a leading independent, full-service financial services firm. We manage and administer assets of over £9.5bn* on behalf of over 12,500 clients from our offices in London, Jersey, Guernsey, Isle of Man and Geneva across our portfolio management, stockbroking and wealth planning services.
*As at 31st December 2012