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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 £32.3bn of assets (as at 30 September 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.

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 £32.3bn of assets (as at 30 September 2022).

Find out more

Our latest insights

How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

Read more
Your Autumn Statement 2022 update and what it means for you

This was never going to be an easy message for a Chancellor to deliver. The economy is in recession and yet tax rises and tight public spending are now the order of the day.

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How to calculate your personal tax allowance over £100,000

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

Read more

See all blog posts

  

Investment news update

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.