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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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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 Robert Llewellin

Robert Llewellin

Head of Stockbroking, Jersey

Robert is responsible for the Jersey Stockbroking team, having originally joined the treasury team in May 2011.

Robert holds the CISI Level 6 Private Client Investment Advice and Management (PCIAM), Level 4 Investment Advice (Securities) Diploma (IAD) and ACI Dealing Cert. He is a Chartered Fellow Member (FCSI) of the Chartered Institute for Securities & Investment (CISI) and a member of ACI UK, The Financial Markets Association.


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 Stephen Glover

Stephen Glover

Investment Director - Strategic Distribution Partnerships

Steve was formerly Head of the Jersey Stockbroking team specialising in managing key intermediary and private client relationships on both an Advisory Stockbroking and Discretionary Portfolio Management basis.

In his new role he is responsible for business development, targeting strategic distribution partnerships in both our core jurisdictions and internationally, with a focus on digital platform solutions and our External Asset Manager Service.

Steve is a member of both our Business Development and Fixed Interest Credit Committees and is a Chartered Fellow of the CISI.


Photo of Ryan Harrison

Ryan Harrison

Head of Portfolio Management, Jersey

Ryan is responsible for our Portfolio Management team in Jersey, who provide advisory and discretionary services to institutions, intermediaries and private clients. His career with a merchant bank led him to work in London, Edinburgh and Switzerland managing discretionary client monies. He returned to Jersey to head the Investment Management team and join the board at the Royal Bank of Canada and in 1997 was appointed Head of Investment Management at Deutsche Bank before joining Canaccord Genuity Wealth Management in 2007. Ryan is a Chartered Fellow of the CISI and holds the PCIAM Diploma.

Industry experience: 35 years


  

 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

Speak to one of our investment experts

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

Get in touch

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

 

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.