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Canaccord Genuity Wealth Management Isle of Man
About us
With its own language, currency and character, the Isle of Man is probably the most unique of all the self-governing British Crown dependencies. This small island is well regarded as an international centre of finance, thanks to its favourable tax regime and high regulatory, compliance and transparency standards.
Canaccord Genuity Wealth Management has been at the heart of the Isle of Man community for more than 20 years and has many familiar faces on the team. As experts in international wealth management we are committed to building long term relationships with our private and intermediary clients, be they local or resident abroad.
As part of the Canaccord Genuity Group, we have the size, resources and technological infrastructure to deliver effective and efficient investment management at a competitive, while at the same time being small enough to deliver a highly personalised service.
Find out more about our people in the Isle of Man.
Our services
Discretionary portfolio management
With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf.
Stockbroking
If you take an active interest in financial markets and want to buy and sell investments on your own behalf, our trading and dealing team can offer you traditional stockbroking services.
Treasury services
We also offer added-value services (where the service is authorised in the jurisdiction), for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirement.
Investment funds
Our Canaccord Genuity Wealth Management investment funds are ideal if you want to take advantage of our expertise but you're not currently using our full portfolio management service.
Meet the team
Proud to be part of the Manx community
As employers and residents of this unique island we are proud to support local causes and community events. Since 2017, we have sponsored one of the major Isle of Man cycling eventsthe Manx International TT Course Sportive which sees hundreds of cyclists chance to join take on the challenge of the world famous TT Mountain Circuit.
Invest with confidence
Request a no-obligation call from a member of our team.
Client enquiries, legal and compliance matters and complaints
If you need to talk to our expert teams regarding legal and compliance or client-related matters, use our emails below.
If you'd like to make a complaint, please see our complaints page here.
Legal and compliance contact
Client-related enquiries
Canaccord Genuity Group
We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.
The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.
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.