Late last year Cantab Asset Management became part of Canaccord Wealth. In the next phase of our integration, you will now start to see Cantab referred to as Canaccord Wealth, although please be assured that little else will change.
This partnership highlights our strong cultural fit and dedication to building on the foundations that both companies have established. We believe our clients deserve a wealth manager who goes above and beyond and are committed to helping you enjoy your wealth to the fullest.
If you are an existing Cantab client, you may be wondering how this will affect you. To begin with, rest assured that your Director at Cantab, will remain the same and you will see very little change in the services you receive, including financial planning and the day-to-day management of your investment portfolio. They will also update you regularly on performance, alert you to investment opportunities and keep you informed of any changes. If you have any questions, please get in touch with them in the usual way.
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 £37.2bn of assets (as at 31 March 2025).
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. This provides efficient and effective investment management and will also ensure extra capitalisation and stability for Cantab, allowing our relationship to grow from strength to strength in the future.
As part of Canaccord Wealth, your Cantab Director will have direct access to our extensive resources and global platform. This includes the expertise of our Chief Investment Office (CIO), which plays a central role in shaping the investment approach. The CIO team includes dedicated investment analysts covering bonds, equities, alternatives, exchange traded funds (ETFs) and investment trusts. Members of Cantab’s investment team have also joined Canaccord Wealth’s established investment committees, ensuring continuity and collaboration in how portfolios are managed.
Our shared commitment to building strong, long-term relationships
Canaccord Wealth and Cantab share a very similar investment philosophy, our clients are at the heart of our business. From making sure your savings last long into the future, to growing the value of your investments, everything we do is in the single-minded pursuit of performance and service.
Our clients come to us with a diverse set of challenges, needs and circumstances and we are proud to say we support each person with the same level of attentiveness, proactivity, and expertise.
If you would like to know more
You can find out more about Canaccord Wealth by exploring the rest of our website.
Your Cantab online portals
You can continue to access Cantab’s secure online portals to view your portfolios here.
Looking for fund information?
You can access documents for the VT Cantab Funds shown below:
- VT Cantab Global Equity Fund
- VT Cantab Moderate Fund
- VT Cantab Balanced Fund