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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Guernsey’s innovative and responsive investment managers

Our specialist team provides offshore investment services for clients in many locations across the globe. Whether you’re looking for investment management services for you or your clients, we can help.

  • 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 online portal

Speak to one of our investment experts

Arrange a complimentary consultation with our Guernsey team

Get in touch

  

Who we can help

At CGWM, we offer a range of wealth management services both for individual private clients and for intermediary professionals. We can tailor our services to fit your personal situation and preferences.

Individuals

When working directly with clients, we spend time getting to know you, building a relationship on your terms. We can build and manage a portfolio that meets your individual requirements and takes into account your objectives and attitude to risk – supporting you in achieving your objectives.

Find out more

Professionals

As an international wealth manager, we provide specialist services for corporate service providers, wealth advisers and trust companies. We’ll take responsibility for your clients’ investment management needs, whether large or relatively small, liaising with you to build their wealth with confidence and ensure they feel valued.

Find out more

  

Investment services for individuals

Portfolio management

When you opt for our portfolio management service, we take day-to-day investment decision-making off your hands: leaving you to focus on other things safe in the knowledge your wealth is being taken care of.

Portfolio management

Stockbroking

If you take an active interest in financial markets, our experienced trading teams provide an excellent and responsive service. You can choose either our execution-only or advisory stockbroking service.

Stockbroking services

Treasury services

Where jurisdiction permits, we also offer added-value services for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirements.

Treasury services

 

Want to know more?Get in touch

Typically, we work with clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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An intermediary provides a middle ground between their clients and our investment management services.

Intermediaries include IFAs, international advisers, lawyers, insurance companies, accountants, trust companies, charities, family/multi-family offices and other third-party introducers, providing a service for their individual clients or the charities or organisations that they represent.

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About us

Canaccord Genuity Wealth Management has been part of Guernsey 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 Guernsey 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. We have two offices here on the island: our front office, in St. Peter Port, and our operations centre, in Landes du Marche. Having a local operations centre means that we can carry out our own administration here on the island – giving us more control over the processes and procedures behind the services we provide.

Find out more about our people in Guernsey.

  

Proud to be part of Guernsey’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 2004, we have both sponsored and participated in the Guernsey Inter-Firm Relay, which sees relay teams of four race through the streets of St Peter Port while raising money for the Guernsey Athletics Island Games team.

  

Speak to one of our investment experts

Arrange a complimentary consultation with our Guernsey team

Get in touch

  

What our clients say

  • The two things I want are trust, based on the personal relationship with the (portfolio) manager and reasonable performance. Both of these have been achieved.

  • A successful experience, with the close attention of a consummate and helpful professional.

  • A professionally run firm providing a quality service.

  • Excellent advice and service from a knowledgeable and attentive client advisor.

  

Rest assured with our award-winning investment management services

Our investment management expertise is tried and tested, and we are delighted to have the accolades to prove it.

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 Canaccord Genuity WMOY Winner.jpg       COLWMA 2022 - smaller.png   II 2022 Winners logo.jpg 

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.