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Personal wealth management

When you are choosing a Wealth Manager, you need to be sure they will listen to your 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 wealth 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.

Experienced investors

We will work with you to get to know what kind of relationship will suit you, and how much advice you need from us.

New investors

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.

New to wealth management? We're here to help

Wealth management services

Portfolio management

An expert Wealth Manager will run your personalised portfolio making adjustments on your behalf.

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Wealth planning

Independent advice to help manage the whole of your finances and ensure your arrangements are on track to create the future you want.

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Stockbroking services

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.

 

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Looking for offshore services?

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

Investment funds

We provide a selection of funds to suit your desired risk and variable levels of wealth.

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Inheritance tax services

To make sure your family, friends and favourite causes inherit as much of your wealth as possible.

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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 solely on wealth management
  • 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

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

Download brochure

US citizens

We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK. 

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Looking for offshore services?

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

How can we help?

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

Investment market update - Investing in equities - why we remain positive

At the start of this year we predicted 2018 to be bumpier than 2017, (which could scarcely have been smoother, with volatility measures at all-time lows during the year), and so it is proving. However, we also thought that the investment climate would still be favourable for risk assets like shares (or equities/stocks). We based this view on robust economic growth across the globe, a boost to earnings from US tax reform, rising corporate profits and the continuing gift from central banks of decent liquidity, even with quantitative tightening from the Federal Reserve, and very low, albeit slightly rising interest rates.

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Bitcoin – valid investment or criminally insane?

Bitcoin is the world’s most popular digital currency. Having drawn millions of investors across the world, its value rocketed to nearly US$20,000 at the end of 2017, although its value has since dropped dramatically to c.$7,000 (at the time of writing). So what is our view on bitcoin and is it a valid investment? Read more.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Wealth blog updates

See all blog posts

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.

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