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.

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