{"id":1891,"date":"2023-11-10T12:08:53","date_gmt":"2023-11-10T12:08:53","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&p=1891"},"modified":"2023-11-22T14:02:18","modified_gmt":"2023-11-22T14:02:18","slug":"canaccord-genuity-to-acquire-glasgow-based-intelligent-capital","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/canaccord-genuity-to-acquire-glasgow-based-intelligent-capital\/","title":{"rendered":"Canaccord Genuity to acquire Glasgow-based Intelligent Capital"},"content":{"rendered":"

Canaccord Genuity has agreed to buy Glasgow-based Intelligent Capital for an undisclosed fee, subject to regulatory approval.<\/p>\n

Established in 1999, Intelligent Capital has \u00a3220m in client assets, and it will operate under Adam & Company, CGWM\u2019s Scottish arm\u00a0acquired from Coutts\u00a0for \u00a354m in 2022.<\/p>\n

As part of the agreement, David Bremner, the managing director of the Scottish IFA, become head of wealth management for Glasgow within the Adam & Co framework. Bremner will work closely with Matt Phillips, the director of wealth planning for CGWM, and Graham Storrie, head of Adam & Co Wealth Management.<\/p>\n

Bremner said: \u201cWe have always had a strong vision for the future of Intelligent Capital and from our earliest conversations, we found that Canaccord Genuity and Adam & Company were completely aligned with our values and our commitment to high ethics and client service standards.<\/p>\n

“I look forward to beginning this next chapter with a leading Scottish brand and being able to offer our existing and future clients an elevated financial planning experience.\u201d<\/p>\n

After completion of the deal, employees and clients of the Intelligent Capital will operate under the Adam and Company brand, which represents Canaccord\u2019s Scottish operating business.<\/p>\n

David Esfandi, CEO of CGWM UK, said \u00a0\u201cWe have had an excellent experience since entering the important Scottish market in 2021, and the addition of a new office in Glasgow gives us more expertise in the region to meet the growing demand for our outstanding integrated wealth management offering.\u201d<\/p>\n

 <\/p>\n

If you are looking to sell your business, find out more about the selling process and how\u00a0<\/em>Gunner & Co.<\/em><\/a>\u00a0can help you. Book a meeting with our MD Louise\u00a0<\/em>here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Canaccord Genuity Wealth Management buys Glasgow-based Intelligent Capital for an undisclosed fee bringing in \u00a3220m of client money.<\/p>\n","protected":false},"featured_media":1324,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"\nCanaccord Genuity to acquire Glasgow-based Intelligent Capital - Gunner & Co<\/title>\n<meta name=\"description\" content=\"Canaccord Genuity Wealth Management buys Glasgow-based Intelligent Capital for an undisclosed fee bringing in \u00a3220m of client money.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/canaccord-genuity-to-acquire-glasgow-based-intelligent-capital\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Canaccord Genuity to acquire Glasgow-based Intelligent Capital\" \/>\n<meta property=\"og:description\" content=\"Canaccord Genuity Wealth Management buys Glasgow-based Intelligent Capital for an undisclosed fee bringing in \u00a3220m of client money.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/canaccord-genuity-to-acquire-glasgow-based-intelligent-capital\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner & Co\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-22T14:02:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/9.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/canaccord-genuity-to-acquire-glasgow-based-intelligent-capital\/\",\"url\":\"https:\/\/www.gunnerandco.com\/insights\/canaccord-genuity-to-acquire-glasgow-based-intelligent-capital\/\",\"name\":\"Canaccord Genuity to acquire Glasgow-based Intelligent Capital - 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