Investing with Canaccord Genuity Wealth Management gives you access to a broad range of wealth management solutions.
We have successfully grown our business and reputation over the years. Now, in the UK and Europe - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £26.9bn (as at 30 June 2018) of assets.
Our core wealth management services include portfolio management, broking services and wealth planning.
We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.
A new era
In July last year, we announced CGWM’s acquisition of leading independent investment and wealth management business Hargreave Hale, helping us to deliver on our ambition to offer an all-encompassing range of wealth services under one roof for the benefit of our mutual clients.
For Hargreave Hale clients, CGWM brings expert central support by way of our Chief Investment Office, bespoke investment research and our financial planning service (for those clients who don’t enjoy an existing relationship elsewhere) and, through the wider Canaccord Genuity Group, access to our global investment banking network. Hargreave Hale offers a national footprint, small and mid-cap equity stock picking expertise, and a tremendously successful fund management business.
If you are an existing Hargreave Hale client, or contact, and new to CGWM, please don’t hesitate to get in touch with us if you have any questions. Your Hargreave Hale Investment Manager will be available on the usual contact details or you can find our branch contact details here.
Why choose Canaccord Genuity Wealth Management?
- You can be confident that we will work with you to build exactly the relationship you want
- We will always keep you informed about your portfolio and any decisions we are making on your behalf
- You can choose whether you want updates face to face, by phone or by email
- We offer experience, expertise and a highly efficient, competitive service.
Watch our CEO, David Esfandi as he talks about who we are, what we do and what differentiates us.
Canaccord Genuity Wealth Management (CGWM) is the trading name of Canaccord Genuity Financial Planning Limited (CGFPL), Canaccord Genuity Wealth Limited (CGWL), Hargreave Hale Limited (HHL) and Canaccord Genuity Wealth (International) Limited (CGWIL). They are all wholly owned subsidiaries of Canaccord Genuity Group Inc. CGFPL, CGWL and HHL are authorised and regulated by the Financial Conduct Authority (registered numbers 154608, 194927 and 209741).CGFPL and CGWL have their registered office at 41 Lothbury, London, EC2R 7AE. HHL has its registered office at Talisman House, Boardmans Way, Blackpool, FY4 5FY. CGWL, CGFPL and HHL are registered in England & Wales no. 02762351, 03739694 and 03146580.
How can we help?
If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.
IMPORTANT: 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.