EFG Harris Allday, a UK based wealth management business, operates as a subsidiary of EFG Private Bank, part of EFG International, which manages £3.1bn of clients assets operating across offices in Birmingham, Shrewsbury and London.

The team is entrusted with approximately £3.1 billion in client assets and generated annual revenue of £20.3 million in the year ended December 31, 2025. 

Advisers will benefit from expanded capabilities and infrastructure, while clients will gain access to a broader range of wealth planning advice and
investment solutions through a seamless, integrated service. Completion of the acquisition is expected to occur in the second half of calendar 2026.

David Esfandi, chief executive at Canaccord Wealth (UK) said: “We are pleased to welcome the talented professionals from EFG Harris Allday, who share our ambition to deliver the very best client service and outcomes. This acquisition is a strong strategic fit, adding to our established
teams and capabilities while also expanding our footprint across the Midlands with the addition of a new office in Shrewsbury.

“Importantly, it creates an opportunity to bring our established wealth planning capability to a broader group of clients across the region. By combining EFG Harris Allday’s strong client relationships and investment expertise with our financial planning advice, we can offer clients a truly integrated wealth management experience.”