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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
Request a no-obligation call from a member of our team.
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.
Stockbroking
Our trading team combines fast, responsive action with excellent service. You can choose either our advisory broking service or an execution-only service.
Investment funds
We provide a selection of funds to suit your desired risk and variable levels of wealth.
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.
US citizens
We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK.
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
If you have been keeping cash deposits in formerly reliable accounts such as National Savings & Investments, Premium Bonds or government bonds, and you have seen interest rates falling, it's time to rethink your arrangements. At Canaccord Genuity, we will be happy to discuss alternative ways of investing your capital while aiming to achieve returns above inflation.
Read moreOur Deputy Chief Investment Officer Justin Oliver, chats with Dan Mahony, Co-Head of Healthcare at active fund manager Polar Capital about the incredible pace of change driven by the pandemic and the healthcare investments trends emerging from it.
Read morePatrick Thomas, Head of ESG Investments explains how you can reduce your carbon footprint through your investments.
Read moreIMPORTANT: 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.