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UK

Bespoke wealth management for high net worth individuals

If you’re a high earning professional, a business owner or have accumulated significant wealth, managing your assets in the best interests of your future and your family can be complicated and time consuming. A high income is usually accompanied by a good lifestyle, high expenses, and higher taxes. At Canaccord Genuity Wealth Management (CGWM) we specialise in providing personal wealth planning and investment management services tailored to the unique needs of our high net worth clients.

Our team of specialist wealth management experts will build a bespoke relationship with you, to help protect your financial future. At CGWM, we manage and administer over £32.5bn of assets (as at 30 June 2023) in the UK and Europe, yet we remain small enough for our experts to work closely with each other and with you, keeping you informed at all times. The result being a totally integrated personal wealth management service that is always working in your best interests, and on your terms.

  

Speak to one of our wealth management experts

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

Get in touch

  

Expert guidance on every aspect of your financial affairs

As a leading wealth management firm, we have an in-depth understanding of the more complex financial challenges you face. We can give you expert, confidential guidance and support throughout your life, including:

  • Investment management including portfolio management and stockbroking services
  • Wealth planning advice: our wealth planning advice is independent. Your personal Wealth Planner is not tied to us or any other provider, so they will always give clear and transparent guidance on how to structure your finances and investments to meet your long-term goals
  • Planning for retirement: considering the amount you can pay into your pension in the light of legislation changes and the lifetime allowance, our experts can help you manage the move from saving, to withdrawing from your pension
  • Estate and inheritance tax planning: the right strategy for minimising the inheritance tax payable when you die, whilst giving you the control you want until then
  • Intergenerational wealth: identifying the most tax-efficient ways to pass on your wealth to your children or pay for education or a property purchase.
  • Financial planning for business owners: specialising in providing strategic and forward-thinking advice and practical plans on business continuity and business exit strategies, including tax mitigation, pension and retirement planning.

  

Download our brochure for full details of our private client services

Download here

 

Book a free consultation with a Wealth Manager

  

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. If you’re looking for investment services at lower levels, we may have other options available. Please note, we do not offer a one-off share sale service below these amounts. 

By providing your email address and phone number you agree to be contacted to book a free consultation:

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What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.

 

Keeping you informed

Our investment outlook for 2024

Read our latest Investment Outlook to learn how we are navigating through the economic turbulence to identify key investment opportunities.

Read more
Why healthcare and infrastructure sectors are still key portfolio components

Both healthcare and infrastructure stocks had a mediocre 2022 and, for the most part, a difficult 2023. However, we’re pleased to say we believe the case for investment in both remains almost entirely as strong as it was before the period of poor performance.

Read more

Wealth management updates

See all blog posts

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.