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Canaccord Genuity Wealth Management Jersey

37 Esplanade
St. Helier
Jersey
JE4 0XQ

CGWM_international@canaccord.com

+44 1534 708 090

Jersey office location

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Let us contact you

If you would like help but you're unsure which of our team to contact, let us help. We can put you in touch with an expert that's ideally suited to your wealth management needs.

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Our services

Discretionary portfolio management

With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf.

Portfolio management

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.

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.

Treasury services

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.

Investment funds

About us

With its own parliament and treasury, Jersey is recognised as a global financial centre. As a jurisdiction with a favourable tax regime, Jersey is considered responsible with high standards of transparency and regulation.

Our Jersey office has been part of island life for more than 20 years and many of the team are familiar faces at community events.  We are established experts in all aspects of local and international wealth management and are fully committed to establishing lasting relationships with our private and intermediary clients both here in Jersey and overseas.

As part of the Canaccord Genuity Wealth Management Group, we have the scale and highly developed technical infrastructure to provide efficient, effective, price-competitive investment management, but importantly, we are also small enough to provide a hands-on and highly personal service.

Find out more about our people in Jersey.

Meet the team

 

Photo of Iain MacKenzie

Iain MacKenzie

Head of Treasury

Iain came to Canaccord in 2008 with 27 years' banking experience, the vast majority of which has been in Treasury managing back and front office functions. Iain is a holder of the ACI Diploma and is a Chartered MCSI.


Photo of Ryan Harrison

Ryan Harrison

Head of Portfolio Management, Jersey

Ryan is responsible for the Jersey Portfolio Management team. He specialises in managing direct equity based portfolios for both institutional and private clients. He is Chairman of the Stock Selection Committee with responsibility for our UK, European and US recommended stock lists. Ryan is also a member of the CISI.


Photo of Stephen Glover

Stephen Glover

Head of Stockbroking, Jersey

Steve is responsible for the Jersey stockbroking team. He provides equity and fixed interest advice and dealing services. Steve is a Chartered Member of the CISI.


 

Proud to be part of Jersey’s community

As employers and residents of this very special island we are proud to contribute to local causes and community events. Since its inception in 2013, we have both sponsored and participated in The Corporate Cup race series. The series encourages some lunchtime exercise for office workers while raising money for the Jersey Sports Association for the Disabled.

Need a different office?

For the Jersey office please see below. For offshore please visit our UK, Guernsey or Isle of Man pages

Invest with confidence

Request a no-obligation call from a member of our team.

Request a consultation

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

Investment news update

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.

Find out more

 

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.

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