Company
Position
CEO
Index
Power List
Location
London
Sector Focus
Financial Services
Wealth Management & Private Banking
David Esfandi
Spear’s Review
Since taking the helm of Canaccord Wealth in 2014, David Esfandi has reshaped the firm into one of the UK’s leading wealth managers: the firm oversaw £38.3 billion in assets as of June 2025.
His tenure has been defined by a combination of strategic acquisitions (including Adam & Company, Punter Southall, Intelligent Capital and Cantab Asset Management) and organic growth (the firm has expanded across the UK, Jersey, Guernsey and the Isle of Man).
Esfandi has created a sophisticated wealth management operation, with the combination of expert financial planning and tailored investment advice drawing HNWs and family offices alike.
In a sector increasingly shaped by consolidation and the global mobility of wealth, Esfandi leads one of the most respected wealth managers in the UK and ensures that it remains a nimble and formidable player.
Top 100 2025, Power List