Personal Wealth Management Services - Canccord Genuity UK
Personal wealth management
Welcome to Canaccord Genuity Wealth Management, one of the UK’s leading independent wealth managers. Our mission is simple - to enable you to build your wealth with confidence.
Our reputation and success have grown year on year. Now, in the UK and Europe, we are proud to manage and administer £31.7bn of assets (as at 30 September 2023), so you can be confident your wealth is in safe and expert hands.
Speak to a personal Wealth Manager
To discuss your wealth management needs, book a complimentary, no-obligation consultation.
Who our experts help
Our team of highly experienced wealth planners and investment managers is dedicated to you and helping you achieve the financial future you want.
Individuals
Private wealth management, planning and investment services to support you at every stage of life, from funding education to retirement planning and passing on family wealth.
Charities
Comprehensive investment management specifically designed for charities and foundations.
Business owners
Specialist financial advice on protecting your business, retirement, employee benefits and selling or floating your business.
Intermediaries
We can take responsibility for your clients’ investment management needs, liaising with you to build their wealth and ensure they feel valued.
Your choice of wealth management services
Wealth management
Your dedicated Investment Manager and your independent Wealth Planner work closely together to protect and grow your wealth.
Independent wealth planning
A full review of your finances, leading to a personal wealth management plan.
Portfolio management
Where we take day-to-day investment decisions making off your hands, leaving you to focus on the other things safe in the knowledge your wealth is being taken care of.
Retirement planning
Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.
Stockbroking
If you take an active interest in financial markets, our award-winning trading teams provide an excellent and responsive service. You can choose either our execution-only or advisory stockbroking service.
Inheritance tax services
To make sure your family, friends and favourite causes inherit as much of your wealth as possible.
Speak to a personal Wealth Manager
To discuss your wealth management needs, book a complimentary, no-obligation consultation.
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.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
Why choose Canaccord Genuity Wealth Management
- A direct relationship with your Investment Manager
- Strong track record of delivering consistent returns
- Rigorous and robust investment process
- Your own dedicated personal Investment Manager
- In-depth research capabilities backed by cutting-edge technology
- 24/7 account access via our online portal
Book a free consultation with a Wealth Manager
What happens next?
1. Arranging an initial consultation
First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.
2. Your consultation
During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.
3. Referral to a Wealth Planner or Investment Manager
If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.
4. Working with you long-term
With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.
Our latest insights
Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.
Read moreIn this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax.
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.
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.