Discretionary portfolio management
With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf.
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.
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.
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.
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
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.
Speak to one of our investment experts
To discuss your investment needs, book a complimentary, no-obligation 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
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.