• A world of change

    Read our latest edition of News & Views

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  • Cycle and seasonality

    Our global investment review and outlook

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  • Look Forward with Confidence

    Our free wealth planning guide offers insight into subjects from IHT planning to care home funding.

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How do you set up a financial plan for the future? 

If you’d like to find out more about planning your wealth for the future, our comprehensive new guide has been authored by both independent and internal Canaccord Genuity Wealth Management experts. It covers subjects from inheritance tax planning to making provision for care home costs.

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What type of client are you?

How can we help?

Canaccord Genuity Wealth Management is an award-winning, holistic wealth manager, providing integrated wealth management services.

We offer a broad range of services including discretionary and advisory portfolio management, stockbroking and independent wealth planning. We also have a range of in-house funds. You can read more about these services by clicking below. 

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