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Personal wealth management

We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.

  • 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 on wealth management and financial planning
  • 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

Keeping you informed

Waiting for Godot – how long until markets recover?

It had been hoped that the US midterm elections on 6 November might prove to be a cathartic moment for markets and provide a positive turning point following the brutal October battering.

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10 years on from the financial crisis

Canaccord Genuity Wealth Management’s Chief Investment Officer, Michel Perera talks with Tony Dwyer, Chief US Market Strategist based in New York following the anniversary of Lehman Brother’s collapse in 2008. 

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Your guide to inheritance tax - calculate your potential IHT bill in five minutes

We have created this IHT calculator to help you work out how much inheritance tax (IHT) could reduce the amount you leave behind to loved ones.

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Learn about wealth management

If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.

Services for intermediaries

When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy.

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About us

We have successfully grown our business and reputation over the years. Now, in the UK and Europe - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £26.9bn (as at 30 September 2018) of assets.

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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.

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