Personal wealth management
When you are choosing a Wealth Manager, you need to be sure they will listen to your financial planning requirements and support you in achieving your objectives.
With Canaccord Genuity Wealth Management, you can be confident that together, we will develop a relationship on your terms. We will spend time exploring your financial planning options, finding out about your likes and dislikes, your attitude to investment, and your long-term objectives, and if you are UK based, whether you would also benefit from financial planning advice.
We will keep you informed, every step of the way, and of course your Wealth Manager will be available to talk to you when you need them.
We will work with you to get to know what kind of relationship will suit you, and how much advice you need from us.
We will help you every step of the way. Your Wealth Manager will be happy to share their knowledge and expertise with you and explore your wealth options.
Wealth management services
An expert Wealth Manager will run your personalised portfolio making adjustments on your behalf.
Independent advice to help manage the whole of your finances and ensure your arrangements are on track to create the future you want.
Our stock trading team combines fast, responsive action with a highly personalised, award-winning service. You can choose either our advisory or an execution-only service.
Why choose Canaccord Genuity Wealth Management?
- You can be confident that we will work with you to build exactly the relationship you want
- We will always keep you informed about your portfolio and its performance
- We can discuss whether you want updates face to face, by phone or by email
- Your wealth is in specialist hands, as we focus on wealth management and financial planning
- We will design a unique portfolio that meets your individual needs and matches your attitude to risk
- We have a long track record of delivering consistent investment returns
How can we help?
If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.
Keeping you informed
Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.Read more
What can we learn from holiday bartering when it comes to assessing the implications of today’s global trade spats? Richard Champion, Deputy Chief Investment Officer at Canaccord Genuity Wealth Management considers President Trump’s approach to negotiation and what it could mean with regards to a so-called ‘trade war.’Read more
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.