Canaccord Genuity Wealth Management is a UK top six wealth manager with a presence in 10 countries as part of Canaccord Genuity Group Inc. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets. Canaccord Genuity Wealth Management’s offer spans investment portfolio services – including discretionary portfolio management, stockbroking and managed portfolio services; and financial planning – incorporating retirement planning, estate planning and intergenerational wealth planning. We have grown our business and reputation over the years, and now, in the UK and Europe, manage and administer over £33.2bn of assets (as at 31 December 2022).
Canada Life is a leading provider of international investment bonds, estate planning and protection solutions in the UK. Our international business is based in the tax efficient jurisdictions of the Isle of Man (Canada Life International) and Ireland (Canada Life International Assurance) - two of the world’s leading financial centres, which are renowned for quality financial services, policyholder protection and a strong commitment to international standards. We are part of the Great West Lifeco group, one of the FT Global 500 world’s largest companies with more than C$2.5 trillion (December 2022) of assets under administration.
Evelyn Partners is a leading investment management firm and has built a specialist investment capability for international investors. Our global reach means we work with financial advisers from all around the world. This includes an EU MiFID licence, enabling us to bring our full proposition to European advisers post-Brexit. We are as internationally mobile as your clients. We have several investment solutions, each underpinned by a disciplined investment process and delivered by highly qualified investment professionals
INTERNATIONAL CENTRE OF EXCELLENCEInternational advisors and investors can feel confident they are doing business in a forward-thinking and well-regulated international finance centre.
Businesses locating to the Isle of Man will find a stable political system and strong economic development ethos, a skilled workforce, leading technological and physical infrastructure, and a gateway to the UK and the rest of the world.
The Isle of Man has a pro-business government that strives to create an environment for businesses to flourish and has strong partnerships with the private sector which draws upon the Island’s expertise, creativity and connections. Strong links, physical infrastructure and technical facilities enable businesses to operate, develop and deliver to their customers worldwide.
Utmost Wealth Solutions has a clear focus on being a leader in the creation of insurance based wealth solutions for the international affluent, high-net-worth and ultra-high-net-worthmarket.
We have offices in the well-regulated jurisdictions of Ireland, the Isle of Man and Guernsey as well as branches in Singapore, Switzerland, Hong Kong and Dubai. We provide insurance based savings, investment and wealth planning solutions for UK, European and international clients. Our solutions are based on unit-linked policies which can be tax efficient and provideinvestment flexibility.
We strive to offer outstanding service and focused expertise to our clients and their advisers who are seeking intelligent and efficient ways to manage and pass on their wealth.As at 31 December 2022, Utmost Wealth Solutions had c. £52bn in assets under administration.