Personal Wealth Management Services - Canccord Genuity UK
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 £33.2bn of assets (as at 31 December 2022).
- 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.
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.
We have successfully grown our business and reputation over the years. Now, in the UK and Europe, our investment professionals manage and administer £33.2bn of assets (as at 31 December 2022).
Our latest insights
Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.Read more
In an exclusive webinar recorded on 2 March, Thomas Becket from our Chief Investment Office met with Mark Holman from TwentyFour Asset Management to discuss why fixed income investing could be an attractive alternative right now.Read more
Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.Read more
New to wealth management?
If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.
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.
+44 1481 733900
Isle of Man
+44 1624 690100
+44 1534 708090
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.