Canaccord Genuity Wealth Management is an award winning wealth management firm with offices in the Crown Dependencies and the UK.

We provide portfolio management, securities dealing, custody, foreign exchange and external asset manager services to a diverse range of clients including governments, institutions, corporate service providers, funds and private clients. Our investment professionals manage and administer over £30bn of assets (as at 31 March 2021).

We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure and economies of scale to allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service and direct access to our people and knowledge.

We are part of Canaccord Genuity Group Inc., which was established in 1950 and is now a leading global financial services firm, operating in wealth management and capital markets. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia, with our capital markets division operating in North America, the UK and Europe, Asia, Australia and the Middle East.

For further information please visit https://www.canaccordgenuity.com/wealth-management-uk/ or contact us at [email protected].

Equiom is a global professional services provider, offering end-to-end wealth protection and support services to private clients, corporate clients and funds.

Equiom (Guernsey) Limited was established via the acquisition of Ardel Trust Company (Guernsey) Limited in February 2015. This was followed soon after by the acquisition of Lloyds Trust Company (Channel Islands) Limited in May 2015. In May 2017, Equiom Trust (Guernsey) Limired was created following the acquisition of Virtus Trust Group Limited, adding considerably to the size of Equiom's Guernsey operation, total value of assets under management and providing a North American presence.

Equiom's Guernsey team has a wealth of knowledge and experience in the establishment and administration of trust, company and foundation structures for both private and corporate clients.

Equiom Guernsey administers a wide range of assets including property, investment portfolios, yachts and fine art. Our team can also help with special private funds, image rights and employee incentive schemes.

KPMG in the Crown Dependencies is a leading provider of professional services, including audit, tax and advisory specialisms. We believe that sustainable growth is the only way to build a successful, resilient business and have a lasting impact on our environment and society. That’s why we’ve launched a multi-year investment programme to drive world-class expertise and solutions to support our clients manage the risks and opportunities of ESG. ESG efforts are crucial to long-term value creation and growth, we can help by providing transformation, assurance and reporting specialists with complementary technology.

Ogier is a global professional services firm providing legal, corporate and fiduciary, and consultancy services. Ogier provides practical advice on a unique combination of six laws: BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg. Our network of locations also includes Beijing, Hong Kong, London, Shanghai, Singapore and Tokyo.

Ogier in Guernsey offers legal services focusing principally on finance, including investment funds, private equity and corporate, mergers and acquisition, restructuring and insolvency, and all aspects of trust and private wealth matters and commercial, fund and trust litigation.

Ogier offers dedicated sustainable investment services to help clients implement and deliver on sustainable investing mandates. Our teams of lawyers, consultants and corporate professionals work with clients from across industries to navigate the new regulations, standards and frameworks evolving in the sustainability landscape – and to seize the opportunities.

Our work includes launching sustainable investment (SI) funds, structuring green bonds or sustainability linked loans, advising private equity clients and incorporating impact objectives into private wealth structures. We also provide bespoke portfolio design, integration, risk management and reporting solutions to alternative asset managers, private wealth clients and institutional investors.