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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Stockbroking services tailored to you 

  • Fast, responsive, high-quality service
  • Stockbrokers you can actually speak to
  • Your choice of personalised support
  • Access to a wide range of asset classes and markets
  • 24/7 account access via our online portal
  • Regular market updates and expert analysis 

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

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Our stockbroking services

Canaccord Genuity Wealth Management is a top-10 independent UK wealth manager with £32.5bn assets under management and administration (as at 30 June 2023).

If you take an active interest in financial markets and wish to make your own investment decisions, our high-quality stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Our qualified and experienced investment team have access to the very latest research, market information systems and dealing technology, enabling them to respond to your requests promptly and execute your orders with skill and efficiency.

Advisory stockbroking

Receive expert advice and guidance on investment opportunities tailored to your personal goals and risk profile.

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Execution only stockbroking

Benefit from our sophisticated in-house dealing capability but take responsibility for your own investment decisions.

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Corporate share dealing

Our corporate executive and employee trading service provides brokerage solutions for listed companies and their employees – covering option exercises and share trading.

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Discover our range of specialist stockbroking services

  

Good reasons to choose our stockbroking services

  1. Our completely impartial advisory service is geared towards achieving your objectives
  2. We have a large team of investment analysts in the UK, the Crown Dependencies and around the world constantly seeking out new investment opportunities and looking deeply into companies
  3. Our cutting-edge systems and dealing technology ensure we can respond to your requests promptly and execute orders with skill and efficiency
  4. Quest® Canaccord Genuity’s proprietary equity valuation and risk management analytical tool operates across 9,000 global stocks, helping us to identify companies more likely to offer attractive cash returns for investors
  5. You can view your account online 24/7 via our online portal.

  

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

 

Specialist stockbroking services

If you are looking for a particular specialist stockbroking service, talk to us. Even if it's not listed on this page, we may well be able to help.

Our active equity trading service identifies and takes advantage of any opportunities that arise from times of market volatility. We'll work with you to pinpoint opportunities in the equity markets that could help you achieve your investment objectives.

The Canaccord Genuity Group employs several industry-leading teams specialising in fixed income trading, such as niche fixed interest securities. Talk to your Stockbroker about the various kinds of fixed income investments to see whether this service could benefit you. Our multi-asset capabilities are a key advantage in this field.

We can provide institutions with anonymous trade execution on an agency-only model and have full access to a range of third party algorithms. As part of the Canaccord Genuity Group we also have access to meaningful UK small-cap, mid-cap and retail liquidity.

Through our relationship with our capital markets division, Canaccord Genuity Limited, we can offer you extremely competitive rates on a variety of stock transactions.

Please note, these services are deemed to be 'restricted', as we do not provide advice in respect of pension or life insurance products. However, we advise all our clients on investments with complete impartiality as we are not tied to any particular product providers.

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

Some of our stockbroking experts

If you would like to know how our stockbroking team can help, please get in touch. We will be delighted to provide more details of our services.

Photo of Victor Polak

Victor Polak

Investment Director

As an Investment Director with 30 years’ experience in international capital markets, I specialise in direct equity allocations for Ultra High Net Worth portfolios. I have a keen interest in international politics and the interaction between politics and global markets. I joined the company in 2011 following 20 years working internationally for various global investment banks. My role is to maintain a dialogue with my clients to preserve and grow their wealth. Maintaining direct relationships with very successful individuals has always been key, especially when managing multiple generations, across various continents, time zones and languages.


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Photo of Philip Miles

Philip Miles

Senior Investment Director/Team Leader

Philip specialises in discretionary portfolio management, running bespoke portfolios for private clients, trusts, charities and pension funds. He manages a team of investment professionals at CGWM with assets under management of around £1bn. He is a member of the CGWM Closed Ended Committee looking at Investment Trusts. 

With 30+ years of experience, Philip is a Chartered Wealth Manager and a Chartered Fellow of the CISI.


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Photo of Alex Whiting

Alex Whiting

Investment Director

Alex is responsible for managing direct equity and multi-manager based portfolios on an advisory and discretionary basis for private clients, trusts, charities and institutions. Alex is a member of the closed ended fund committee and the alternative assets fund committee. He is a Chartered Fellow of the CISI.


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Find out more about our expert team
Our people

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

Wealth management brochure

Small-cap investment

If you are looking to invest in smaller companies, we have specialist expertise that can help.

Small-cap investing

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

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.