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CG Wealth Management

Identifying undervalued assets and investment opportunities

At Canaccord Genuity, we excel in identifying undervalued assets and other investment opportunities. Our expert advisers and research analysts utilise detailed fundamental, technical and comparative analysis techniques, as well as monitoring key economic indicators, to uncover hidden investment opportunities in the market. Leveraging our extensive global resources, cutting-edge tools and analyst insights, we provide informed, strategic advice tailored to your individual financial goals. 

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Talk to one of our expert advisers to learn how CG Wealth Management can help you achieve your financial goals.

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Achieve more with CG Wealth Management

  • A Leading Australian Wealth Management Firm

    Our Wealth Management business has long-standing expertise in providing bespoke financial services to high-net-worth families, individuals and foundations. We have a strong national presence with 8 offices, 118+ Advisers, and $22b in assets under management.

  • 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.

  • A Strategic Approach to Investing

    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.

  • Award-winning Global Equity Research

    Highly experienced research team with deep sector and regional expertise. Over 80 Analysts providing in-depth research covering 860+ global equities.

  • 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.