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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Advisory stockbroking service

If you take an active interest in the stock market and want to manage your own portfolio but need expert investment advice, our advisory stockbroking service is right for you.

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

How does our advisory stockbroking service work?

With our advisory stockbroking service, we aim to build a lasting relationship with you in order to provide you with quality investment ideas based firmly on your personal objectives, attitude to risk and level of knowledge. Then, periodically, we will help you assess your investments to make sure they are still suitable for you.

We begin by carrying out a full suitability assessment. Armed with this important information, our stockbrokers can ensure the advice they give you is appropriately tailored to your individual needs and circumstances.

We also use a third-party risk analysis tool to add an extra layer of governance to our risk management framework. Our aim is to give you the peace of mind that comes with working with an experienced stockbroker while allowing you to stay in control of your investments.

How will my stockbroker provide me with ideas?

Our advice is based on top-quality multi-asset research by our industry-leading teams. We use a committee-based approach to drive our investment process, with each committee focusing on a specific asset class.

Our investment process comprises 70 experienced individuals drawn from around the group who monitor and oversee our approved investment lists. They use our latest in-house research as well as other trustworthy external research.

We also have the competitive advantage of using Quest®, Canaccord Genuity’s proprietary analytical tool, which is only licensed to institutional investors.

How can I check my investments?

You will receive a clearly laid-out valuation report each quarter with a market commentary from our Chief Investment Officer, either by post or online, the choice is yours.

You can also view your account online at any time, no matter where you are, through our easy-to-use Wealth Online portal and app, including your investments, statements and historical valuations.

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

Keeping you informed

Spring webinar: Can current economic 'deceleration' actually accelerate investment portfolios?

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

Read more
Japan – is it finally hitting the right notes?

After decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.

Read more

Wealth management updates

See all blog posts

  

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  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
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Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

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Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

Some of our stockbroking experts

If you would like to know how our stockbroking team can help, please get in touch. We will be delighted to provide more details of our services.

Photo of Rob Horan

Rob Horan

Investment Director

Rob specialises in managing investment portfolios, primarily for senior executives, helping them to unlock the full potential of their employee share holdings. Rob is a member of the CISI.


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Philip Miles

Senior Investment Director/Team Leader

Philip specialises in discretionary portfolio management, running bespoke portfolios for private clients, trusts, charities and pension funds. He manages a team of investment professionals at CGWM with assets under management of around £1bn. He is a member of the CGWM Closed Ended Committee looking at Investment Trusts. 

With 30+ years of experience, Philip is a Chartered Wealth Manager and a Chartered Fellow of the CISI.


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Photo of Victor Polak

Victor Polak

Investment Director

As an Investment Director with 30 years’ experience in international capital markets, I specialise in direct equity allocations for Ultra High Net Worth portfolios. I have a keen interest in international politics and the interaction between politics and global markets. I joined the company in 2011 following 20 years working internationally for various global investment banks. My role is to maintain a dialogue with my clients to preserve and grow their wealth. Maintaining direct relationships with very successful individuals has always been key, especially when managing multiple generations, across various continents, time zones and languages.


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Find out more about our expert team

Our people

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.