Achieve more with CG Wealth Management

We're setting a new standard in Australian Wealth Management

Our strategy is simple. Empower our advisers to deliver highly personalised wealth management solutions to high-net-worth families, individuals and foundations. We achieve this with industry-leading adviser platforms, specialist support teams, and a collegial global network. These advantages make us a destination-of-choice for Australia’s best advisers.

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Are you an experienced adviser looking to take your business to the next level?

Canaccord Genuity can help you grow your business and deliver a first-class client experience.

CG Wealth Management Capabilities

CG Wealth Management blends the vast global capabilities of a large firm with the agile mindset of a boutique, making us uniquely positioned to address the complex challenges our clients face when managing significant capital. With excellence our benchmark, and flexibility our mantra, we excel at tailoring bespoke wealth management services designed to preserve and grow your wealth.

  • Investment Management & Financial Planning

    We work collaboratively with each of our 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.

  • CG Managed Accounts

    With an experienced portfolio manager, comprehensive online reporting and no management fee, our CG Managed Accounts are a cost-effective way to gain access to an actively managed portfolio of blue-chip Australian shares.

  • Fixed Interest Products

    Through our network, we can source the best rates available from a range of institutions and potentially help you achieve better returns on your cash investments.

  • Exclusive Access to New Share Issues

    Eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs) and other investment opportunities offered by our highly regarded Capital Markets team, complete with automatic notification and direct bidding.

  • International Trading

    Experience the market-leading NetX360 international trading platform, offering access to all major foreign exchanges, with order placement and support during local market hours. Our clients also benefit from competitive spot rate FX pricing and a hassle-free process for transferring existing shares onto our platform.

  • Local Expertise, Global Scale

    As part of the global Canaccord Genuity network, our clients have access to strategists and equity research on over 860 companies across Australia, Canada, US and UK.

Our Wealth Management Process

  • 01


    your situation, wealth management goals and tolerance to risk.

  • 02


    on an appropriate investment strategy

  • 03


    opportunities to add value to your financial planning

  • 04


    on the management of your investment portfolio

  • 05


    your strategy as your circumstances change

How can we help?

If you would like to find out more about CG Australia or any of our services, please contact us.