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Wealth management

If you’re new to the idea of wealth management, we’re here to get you up to speed on how it can help you achieve your goals. A good starting point is to use our wealth confidence calculator to work out how confident you are about your financial future.

Wealth management combines financial planning and investment strategy to sustain and grow your wealth. Alongside investment management, it encompasses retirement planning, inheritance tax and estate planning, and more.

When you become a client of Canaccord Genuity, you will be given your own dedicated personal wealth manager who will use their specialist knowledge and in-depth understanding of your future plans to create and manage a bespoke investment solution for you.

Speak to one of our investment experts

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

Request a consultation

How wealth management benefits you

  • Independent wealth advice covering all aspects of your finances
  • Direct access to your wealth manager, building trust and ensuring accountability
  • Regular updates on how your investments are doing
  • An investment portfolio specific to your needs, attitude to risk and life stage
  • Your investments taken care of by experts, saving you time and hassle
  • Suitable investment opportunities researched from around the world

Real examples of wealth management in action

Coming into money

Suddenly coming into a lot of money can change your life considerably. Find out how wealth management can help you to make the most of it.

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Selling a business

Selling a business you’ve built up can be exciting and daunting. Find out how we can advise you on managing your wealth before, during and after the sale.

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Regaining control after divorce

Financial considerations can add to an already stressful experience. Find out how we can help you take control of your finances after divorce.

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Planning finances after a bereavement

Sorting the finances following the loss of a loved one is tough. Even more so if they took care of the money. See how we can help you take the reins and continue your lifestyle.

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Our wealth management services

Independent wealth planning 

Our wealth planning service looks at your financial arrangements as a whole. This service starts with an independent, fee-based strategic review of your entire financial situation, incorporating cash flow modelling if appropriate. We will then identify specific issues, analyse these in more detail, and recommend changes that will help you meet your long-term goals. 

Our independent wealth planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.

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Discretionary portfolio management

Our investment solutions offer you access to a wide range of portfolio building and management resources, supported by our rigorous and robust investment process, including insights into local and international markets.

If you choose our discretionary investment service, your own dedicated investment manager will build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment. Our investment team will continually look for suitable opportunities from around the world for you.

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Traditional stockbroking

If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Our qualified and experienced investment team have access to the very latest research, market information systems and dealing technology, enabling them to respond to your requests promptly and execute your orders with skill and efficiency.

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Some of our wealth management experts

If you would like to know how more about wealth management, please get in touch. We will be delighted to provide more details of our services.

Photo of Roisin Newton

Roisin Newton

Investment Manager

Roisin works with Richard Pollitzer, assisting with the management of discretionary and advisory portfolios. The investment focus is equity led for a diverse client base including individual portfolios, private companies, pensions, charities, Funds at Lloyds and trusts.

Roisin has a first class degree in Financial Economics (BSc) and has completed the CFA Investment Management Certificate, the CISI Investment Advice Diploma and the CISI Private Client Investment Advice & Management (Level 6).


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Photo of David Herbert

David Herbert

Head of UK Portfolio Management

David is responsible for managing direct equity based and multi-manager portfolios for private clients, trusts and pension funds. David is a member of the CISI.


Photo of Paul Derrien

Paul Derrien

Investment Director

Paul began his career at NatWest in 1994 which was acquired by Collins Stewart in 2001 and subsequently purchased by Canaccord Genuity Group Inc. in 2012. He is an experienced portfolio mananger managing both direct equity-based and multi-manager portfolios for private individuals, trusts, pensions, charities and institutional clients. Having previously chaired the UK Portfolio Construction Committee, Paul was also a member of the CGWM Asset Allocation Committee.


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Find out more about our expert team

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Investment news update

Speak to one of our investment experts

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

Request a consultation

How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

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.