Canaccord Genuity expands wealth management in Scotland with Intelligent Capital deal

Canaccord Genuity expands wealth management in Scotland with Intelligent Capital deal

Adam & Company head Graham Storrie

Glasgow-based Intelligent Capital has been acquired through Canaccord Genuity Group’s wealth management business in the UK.

Professionals of Intelligent Capital will begin to operate under the Adam & Company brand, an Edinburgh-based wealth management firm once owned by RBS and acquired by Canaccord in 2021.

With the completion of this transaction, Intelligent Capital’s managing director David Bremner has been appointed to the position of Adam & Company’s head of wealth management – Glasgow, and will work closely with Matt Phillips, director of wealth planning for CGWM UK and Graham Storrie, head of Adam & Company Wealth Management.



David Esfandi, ehief executive officer of CGWM UK said: “We are delighted to be growing our business in Scotland and are working closely with David Bremner to support a successful transition to Adam and Company.

“We will continue to provide our best-in-class integrated investment and financial planning services to our combined clients and look forward to welcoming our new colleagues on board.”

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