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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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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 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.

  • A choice of services designed around you
  • You choose how hands-on you want to be
  • Independent wealth planning when you want it
  • Your own dedicated personal Investment Manager
  • 24/7 account access via our online portal
  • Clear and frequent updates from your Investment Manager

Speak to one of our investment experts

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

Get in touch

Our investment services

We spend time getting to know you, our client building a relationship on your terms. We build and manage a portfolio that meets your individual requirements and takes into account your objectives and attitude to risk. You can learn more about a selection of our investment services below.

Portfolio management

Where 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 award-winning trading teams provide an excellent and responsive service. You can choose either our execution-only or advisory stockbroking service.

Stockbroking services

Investment funds

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

Find out more

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

 

Keeping you informed

Catch up on the FTWeekend Festival highlights

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.

Read more
Diversification in investing? Go global

Our Chief Investment Officer, Michel Perera, discusses the importance of diversifying your portfolio and where opportunities may arise.

Read more

Wealth management updates

See all blog posts

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. 

Read 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.