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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Guernsey's innovative and responsive investment managers

  • Investment managers you can actually speak to
  • You choose how hands-on you want to be
  • A choice of services designed around you
  • Access to a wide range of asset classes and markets
  • Regular market updates and expert analysis
  • 24/7 account access via our Wealth Online service

Speak to one of our investment experts

Arrange a complimentary consultation with our Guernsey team

Get in touch

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, treasury and one pound note, Guernsey is recognised as an international centre of finance. The jurisdiction of Guernsey enjoys a favourable tax regime, a high standard of transparency and is considered responsible and well regulated.

Canaccord Genuity Wealth Management has been an active member of the Guernsey community for more than 20 years and many of the team are familiar faces on the island. With two offices on the island, our experts in local and international wealth management are dedicated to forming lasting relationships with our private and intermediary clients both here and around the world.

As part of the Canaccord Genuity Group, we have the scale, resources and state-of-the-art technology to deliver effective, efficient and competitively priced investment management services, while also being small enough to provide a truly personal service.

Find out more about our people in Guernsey.


 

Meet the team

Photo of Matthew Atkinson

Matthew Atkinson

Head of Stockbroking, Guernsey

Having been interested in financial markets from an early age (I think my first purchase was British Airports Authority (BAA) at aged 14), I jumped at the chance of joining the company graduate scheme on my return to the island following University and a ski season in Chamonix. After spending time working in various departments, I felt my skills were best suited to stockbroking and joined the desk in 2006.

I have been Head of the Guernsey stockbroking desk since 2012. Certain aspects have changed greatly, such as the systems we use and market infrastructure, however, the general nature of markets, our commitment to client service and the protection of client assets remains the same as ever. I count myself very lucky to be working in a team of committed professionals, using a world-class platform, and with an enviable client base. I have never been more excited about the firm's future than I am today.


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Andy Finch

Chief Executive Officer, International

Andy is responsible for Canaccord Genuity Wealth Management’s International business.  He is a Director of CGIF Plc, our Irish UCITS umbrella fund; a Director of Canaccord Genuity Management Company; and a member of our International executive committee.

Having worked for Canaccord since 2002, Andy has undertaken a number of leadership roles within the business most recently as Managing Director, CGWM Funds.  With over 35 years’ experience in the wealth management industry, and having been instrumental in spearheading the success and growth of the CGWM Fund Range in the last 5 years, he brings strong leadership to the International business.


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Chris Colclough

Head of Wealth Management, Guernsey

My key responsibility is providing leadership to the Portfolio Management and Stockbroking teams in Guernsey. I advise, and actively manage portfolios, for a diverse range of individuals, trustees, family offices, professional intermediaries, captive insurance, fund and Government entities on strategies to achieve their investment goals. My aim is to improve our client’s knowledge, understanding and access to financial investments in order to ultimately help investors grow their wealth with confidence.

At a more strategic level, I am also a member of the firm's International Executive Committee and Divisional Risk Committee. In this role I contribute to the development of our international business strategy and operational resilience.

My investment career started with a bang; the week of the Asian Crisis in July 1997. It has been intriguing and eventful ever since; an endless journey of learning. None more so than during my 8 years as an Associate Director/Fund Manager at HSBC Global Asset Management. Crucially, this involved dealing with ultra-high net worth Asian families and a Sovereign Wealth Fund as clients through the boom/bust cycle of 'the noughties’.


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Proud to be part of the Guernsey community

As employers and residents of Guernsey we are proud to support local causes and community events. Since its inception in 2004, we have both sponsored and participated in The Inter Firm Relay, which sees relay teams of four race through the streets of St Peter Port in the hope of recording the fastest times.

Wealth management updates

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.