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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. 

Request a 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

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.

Find out more
Charities

Charities

Comprehensive investment management specifically designed for charities and foundations.

Find out more
Business owners

Business owners

Specialist financial advice on protecting your business, retirement, employee benefits and selling or floating your business.

Find out more
Intermediaries

Intermediaries

We can take responsibility for your clients’ investment management needs, liaising with you to build their wealth and ensure they feel valued.

Find out more

  

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.

Wealth management

Independent wealth planning

A full review of your finances, leading to a personal wealth management plan. 

Independent wealth planning

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. 

Portfolio management

Retirement planning

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want. 

Retirement planning

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. 

Stockbroking

Inheritance tax services

To make sure your family, friends and favourite causes inherit as much of your wealth as possible. 

Inheritance tax services

Speak to a personal Wealth Manager

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

Request a 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

  

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. If you’re looking for investment services at lower levels, we may have other options available.

By providing your email address and phone number you agree to be contacted to book a free consultation:

Click here to read our privacy policy.

  

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

Autumn Statement 2023: A statement for growth?

Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.

Read more
Investment Outlook November 2023

Read our latest Investment Outlook to learn how we are navigating through the economic turbulence to identify key investment opportunities.

Read more

Wealth management updates

See all blog posts

  

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.