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Personal Wealth Management Services - Canccord Genuity UK

Please click here for market and COVID-19 updates plus our latest warning to watch out for fraudsters.

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 £33.6bn of assets (as at 30 September 2021).

  • 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

Speak to one of our investment experts

To discuss your investment needs, book a complimentary, no-obligation consultation.

Request a consultation

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

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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.

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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.

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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, our investment professionals manage and administer £32.4bn of assets (as at 30 June 2021).

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Our latest insights

Quality, tenacity and can-do: Terry Smith of Fundsmith on his investing and career success

What makes Fundsmith founder Terry Smith such a successful investor and business leader? Find out in our exclusive video.

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What is happening in the investment markets?

In our latest webinar for clients, our Chief Investment Officer, Michel Perera discusses what is happening in the investment markets. Find out more here.

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High inflation and savings – time to invest cash?

Many wealthy people underestimate the damaging effect of low interest and high inflation on their cash savings. See for yourself & find out why it may be time to invest…before it burns a hole in your pocket and your wealth.

Read more

See all blog posts

Wealth 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.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.