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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Canaccord Genuity Wealth Management Isle of Man

55 Athol Street
Douglas
Isle of Man
IM1 1LA

CGWM_international@canaccord.com

+44 1624 690 100

Isle of Man office location

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About us

With its own language, currency and character, the Isle of Man is probably the most unique of all the self-governing British Crown dependencies. This small island is well regarded as an international centre of finance, thanks to its favourable tax regime and high regulatory, compliance and transparency standards.

Canaccord Genuity Wealth Management has been at the heart of the Isle of Man community for more than 20 years and has many familiar faces on the team.  As experts in international wealth management we are committed to building long term relationships with our private and intermediary clients, be they local or resident abroad.

As part of the Canaccord Genuity Group, we have the size, resources and technological infrastructure to deliver effective and efficient investment management at a competitive, while at the same time being small enough to deliver a highly personalised service.

Find out more about our people in the Isle of Man. 

Our services

Discretionary portfolio management

With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf.

Portfolio management

Stockbroking

If you take an active interest in financial markets and want to buy and sell investments on your own behalf, our trading and dealing team can offer you traditional stockbroking services.

Stockbroking services

Treasury services

We also offer added-value services (where the service is authorised in the jurisdiction), for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirement.

Treasury services

Investment funds

Our Canaccord Genuity Wealth Management investment funds are ideal if you want to take advantage of our expertise but you're not currently using our full portfolio management service.

Investment funds

Meet the team

Photo of Tom Richards

Tom Richards

Head of Wealth Management, Isle of Man

I am an experienced portfolio manager and investment advisor with over 15 years’ experience working in international financial services.

I lead the portfolio management and stockbroking teams in the Isle of Man (IoM). We provide discretionary portfolio management, execution-only dealing and advisory stockbroking for IoM and international clients and their advisors. Our clients include private individuals, personal pensions, corporate pensions, companies, offshore and charitable trusts, funds, family offices and governments.

My drive every day is for us to look after our existing clients and their investments to the best of our ability and for our award-winning team to continue to service and grow our client base on the IoM and internationally.

I hold a BA(Hons) in History from the University of York, an MSc in International Banking and Finance from the IoM's Business School and I am a Chartered Fellow of the Chartered Institute of Securities and Investment.

After serving in the Royal Air Force as a commissioned officer and pilot, I have lived on the Isle of Man since 2007.


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Photo of Stuart Wilson

Stuart Wilson

Head of Portfolio Management, Isle of Man

I joined the company in 2007 and feel proud to work for a multi award-winning firm. With over 30 years of experience in banking and investments, I am a member of the Securities Institute and Head of Portfolio Management in the Isle of Man. My top priority is how my team and I can continue to improve our clients’ experience, with a particular focus on excellent service and portfolio performance.

I manage a range of portfolios for individuals, pension funds, and trusts providing an end-to-end relationship. This ensures that I always understand the client’s investment requirements and am able to assist and advise whenever required.


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Photo of Stephen Sharples

Stephen Sharples

Head of Stockbroking, Isle of Man

I am a qualified stockbroker and investment manager with 30 years of experience in the finance industry, of which most have been spent with this company.

My role involves providing both private and institutional clients with either trading advice or full management of the Execution Only and Discretionary Management services. Both the delivery of value enhancing investment recommendations to grow wealth and a high-quality service are paramount to me. This goes hand in hand with taking the time to personally understand the goals of my clients.


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 Proud to be part of the Manx community

As employers and residents of this very special island, we are proud to contribute to local causes and community events. One such example is the Isle of Man Parish Walk, an 85-mile walk around the island, for which we have a dedicated station to provide support to the walkers every year.

Need a different office?

For the Isle of Man office please see below. For offshore please visit our Jersey, Guernsey or UK pages

Speak to one of our investment experts

To discuss your investment needs, book a complimentary, no-obligation consultation.

Get in touch

Client enquiries, legal and compliance matters and complaints

If you need to talk to our expert teams regarding legal and compliance or client-related matters, use our emails below.

If you'd like to make a complaint, please see our complaints page here.

Legal and compliance contact

Client-related enquiries

Wealth management updates

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Find out more

 

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.