Personal Wealth Management Services - Canccord Genuity UK
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Personal wealth management
Canaccord Genuity Wealth Management is one of the leading independent wealth managers in the UK. Our mission is simple - to enable you to invest with confidence. Thanks to the expertise and support of our highly experienced wealth planners and investment managers, our team is dedicated to you and your financial future.
We look at the ‘big picture’ and manage your wealth beyond just your investment objectives. By building a relationship with you we come to understand your motivations and long-term aims – both financial and lifestyle – to ensure every action we take is in your best interests.
Our reputation and success has grown year on year. Now, in the UK and Europe, we are proud to manage and administer £29.7bn of assets (as at 31 December 2020).
- We can help you achieve the financial future you want for you and your family
- You can be confident that together, we will develop a relationship on your terms
- We will always keep you informed about your financial plans, investment portfolio and performance
- We can discuss whether you want updates face-to-face, by phone or by email, or you can view your account online at any time with our app
- With our investment management and financial planning professionals, your wealth is in expert hands
- We will design a unique financial plan and investment portfolio that meets your individual needs and attitude to risk
Investment management
Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.
Personal wealth planning
Our independent Wealth Planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.
Protect yourself from fraud
We are aware that fraudsters are using the Canaccord Genuity name, logo and office address in an attempt to exploit unsuspecting clients. Read some of the measures you can take to protect you and your money from fraud.
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.
About us
We have successfully grown our business and reputation over the years. Now, in the UK and Europe, our investment professionals manage and administer £29.7bn of assets (as at 31 December 2020).
Our latest insights
Inflation risks are starting to trouble markets again. Should investors be concerned and what steps can they do to protect their investments?
Read moreIn this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.
Read moreDue to the demand for US tax-compliant portfolio management for investors with more than £100,000 to invest, we have introduced our new model US Investor Portfolio service this year. Read more here.
Read moreWealth planning post-COVID-19
The impact of COVID-19 will be felt for years to come. Read our guide on how and why your plans may need to adjust to protect your financial future.
How can we help?
If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.
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.