Working with
you
to build your wealth

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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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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Investment funds

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

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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

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

Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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What if... there's an attack on the new technological world order?

Companies such as Facebook, Amazon, Apple, Netflix and Google/Alphabet (the FAANGs) have been the primary drivers of the equity bull market, becoming the largest companies in the world in the process. But what would happen if the old world order fought back? What difference would it make to investment prospects?

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What if... Donald Trump actually gets stuff done in 2018?

Many people have written off 'the Donald' as a loud-mouthed braggadocio, full of ill-considered and offensive bluster, both domestically and internationally; not suited to the delicate task of legislating nor fit for the decorum of high office. But what if he turns things around and starts behaving like a real statesman?

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Wealth blog updates

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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.