Canaccord Genuity WM Chooses Keepabl

See why the listed Wealth Manager switched to Keepabl

Canaccord Genuity Wealth Management UK & Europe, selected Keepabl for easier and more comprehensive Privacy Governance

Canaccord Genuity Wealth Management (CGWM) in the UK & Europe offers a broad range of wealth management solutions.  It has successfully grown its business and reputation over the years, and now manages and administers over £22.1bn of assets (as at 31 March 2020).  It prides itself on providing efficient and effective wealth management, as well as economies of scale, while being small enough to provide a personal relationship-led service with direct access to its people and knowledge.  It is part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange with offices in 10 countries.

As Anna Trickey, Group Head of Compliance, CGWM UK and Europe, notes: ‘As a regulated financial firm with the highest standards in client services and relationship management, Canaccord Genuity Wealth Management in the UK & Europe has long implemented best practices in data protection across each jurisdiction in which we operate.‘  Indeed, CGWM were early adopters of Privacy Tech to make ongoing compliance easier and more efficient.

Anna continues: ‘We moved to Keepabl as it’s much simpler than our previous service yet better in dealing with multiple entities. It makes ongoing compliance and reporting easier, and its breach and risk modules are really excellent.

See more in the full case study.

Canaccord Genuity Case Study


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