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Investment management

When you first join us as a client, your personal Investment Manager will spend time getting to know you. They will ask you about your likes and dislikes, your attitude to investment, your long-term objectives and wishes, and the time frame in which you want to achieve them. 

We can help you can choose whether we manage your investments for you or whether you would prefer simply to use our stockbroking capabilities. Whatever you decide, you can be sure your portfolio is uniquely designed to meet your individual objectives and attitude to risk.

Invest with confidence.

Arrange  a complimentary consultation with a personal wealth manager. 

Request a consultation

Our investment services

Portfolio management

Our investment professionals will build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.

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Stockbroking

Our trading team combines fast, responsive action with excellent service. You can choose either our advisory broking service or an execution-only service.

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Investment funds

We provide a selection of funds to suit your desired risk and variable levels of wealth.

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Why choose Canaccord Genuity Wealth Management?

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and its performance
  • We can discuss whether you want updates face to face, by phone or by email
  • Your wealth is in specialist hands, as we focus on investment management and financial planning
  • We will design a unique portfolio that meets your individual needs and matches your attitude to risk
  • We have a long track record of delivering consistent investment returns

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

Download brochure

US citizens

We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK. 

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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.

Keeping you informed

Why patience is a virtue

Unfortunately, there are reasons why we believe markets may have further to fall before their eventual rebound. But there are advantages to being patient, which we explain here.

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Latest update on market developments - 3 April

A lot has happened since our last call on 18 March – we have seen the markets continue to tumble, followed by an extreme one-day rally last week that has not been rivalled for many decades. Read our latest update on market developments here. 

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What to do before April 2020: your essential six point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

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Investment news update

See all blog posts

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.

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