Midlands Wealth Management Firm Harris Allday Acquired by Canaccord Wealth

Midlands wealth management firm Harris Allday acquired by Canaccord Wealth

The deal is expected to be finalised later this year

EFG sells UK wealth management business Harris Allday to Canaccord

Canaccord Genuity Group INC. Through Its Wealth Management Business In The UK & Crown Dependencies Announces Acquisition Of Efg Harris Allday - CanadianSME Small Business Magazine

Canaccord Genuity Group Inc. (TSX: CF) (the “Company”) is pleased to announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the front office teams and client assets of EFG Harris Allday. Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominan…

Canaccord Wealth acquires UK wealth manager EFG Harris Allday

Canaccord Wealth has agreed to acquire the client assets and front office team of fellow UK wealth management business EFG Harris Allday. Currently operating as a division of EFG Private Bank, Harris Allday primarily serves affluent clients in the Midlands, with roughly £3.1bn in client assets. As part of the merger, advisers will benefit from the Canaccord team’s expanded infrastructure, while clients will gain access to a broader range of inve…

EFG Sells UK Wealth Business Subsidiary as It Sharpens Private Banking Focus

EFG International is selling Harris Allday to Canaccord Wealth, transferring a business with around £3.1 billion in assets under management. The transaction will boost both the Swiss private bank’s earnings and its CET1 capital ratio.