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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 CG Wealth Online service
- 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.
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 award-winning trading teams provide an excellent and responsive 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.
Keeping you informed
Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities
Read moreWith our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).
Read moreWith inflation and interest rates on the up, is there still a role for bonds in an investment portfolio? Find out why Bond Fund Manager Mark Holman thinks so.
Read moreDownload 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.
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.