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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, 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

Spring market update: Navigating volatility and finding opportunity

In our Spring market update webinar, Tom and Richard broke down today’s complex economic environment into four key themes, providing valuable insights for navigating what they describe as ‘Trump’s world’ of shifting global dynamics, persistent volatility and rising geopolitical risk.

Read more
Our investment outlook for April 2025

In our latest investment outlook, we review the first quarter of 2025 and the evolving economic and geo-political landscape.

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

Thinking about changing your wealth manager?

Book a free service review to share your concerns and learn how much more we can-do for you and your long-term prosperity.

Find out more

 

Book a free consultation with an Investment Manager

  

Typically, we work with clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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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.

 

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.