A successful investment management strategy begins by developing a thorough understanding of your personal goals, situation and tolerance to risk. From that baseline, your Wealth Adviser can design a personally tailored portfolio with a thoughtful mix of investments diversified across, and within, asset classes.
When buying and selling shares, it’s essential to have the right advice. With direct access to real-time data, quality research and sophisticated market analysis tools, our team of experienced stockbrokers provide expert advice on investment opportunities across Australian and international markets.
Developing a strategy to work towards achieving your lifestyle goals, both now and into the future, is the essence of our financial planning services. Our team works with you to create a tailored roadmap for your financial future, based on a thorough understanding of your unique financial needs and aspirations.
Wealth Management & Financial Planning Services Australia
Canaccord Genuity are trusted experts in wealth management, investment management and financial planning, with significant experience servicing the private client segment of the Australian equity capital market. Our clients benefit from our extensive global resources and 100+ years of experience in the financial services industry. Our wealth management firm provides investment advice, stockbroking services, portfolio management and wealth planning services to retail, high net worth, and intermediary clients (financial planners and family offices).
We are part of the global Canaccord Genuity network, with operations in Canada, the US, the UK and Europe, the Middle East and Asia Pacific. In Australia, we have 108 Wealth Management Advisers across our 7 office locations, including Melbourne, Sydney and Perth.
Our Wealth Management service focuses on delivering investment strategies tailored to who you are and where you’re heading. We achieve this by working collaboratively with each of our wealth management clients, to help them build and protect their wealth by designing a customised portfolio containing a sophisticated mix of investments, diversified across and within asset classes.
As one of the world’s leading wealth management companies, our local expertise and global reach provide our clients with unique market commentary and insights. Our 120+ research professionals follow over 1000 companies globally, with broad industry coverage across key growth sectors of the global economy. In Australia, our local analysts provide comprehensive coverage of 150+ ASX listed stocks.
Access to New Share Issues & Exclusive Investment Opportunities
Our highly regarded Capital Markets team is the most active in Australia (Source: Dealogic). Through this close relationship, eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs) and other investment opportunities they deliver, complete with automatic notification and direct bidding.
Our Wealth Management Approach
your situation, wealth goals and tolerance to risk
on an appropriate investment strategy
opportunities to add value to your financial planning
on the management of your investment portfolio
your strategy as your circumstances change