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  • Investment management
  • 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 CG Wealth Online service
  • Clear and frequent updates from your Investment Manager

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.

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 award-winning trading teams provide an excellent and responsive 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. 

Read more

 

Speak to one of our investment experts

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

Request a consultation

Keeping you informed

Climate change investing for decarbonisation

At our latest conference, our ESG experts discussed how you can invest to support climate change and achieve zero carbon emissions and global decarbonisation while still generating a decent investment return. Read more here.

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A new momentum – speeding the move towards economic recovery

Every six months, we pull together our views into one timely, engaging, and easy-to-read publication, called News & Views. In this blog you can read all the key articles.

Read more
The start of a synchronised global recovery – seeing is believing

At our latest client zoom update, our experts provided their latest outlook for markets and the economy, with evidence pointing towards a very positive outlook for equity investors. Here, we provide their fascinating insights as well as covering some of the other questions asked by our clients.

Read more

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

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.