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Stockbroking services tailored to you 

  • Fast, responsive, award-winning 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 CG Wealth Online service
  • Regular market updates and expert analysis 

Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

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Our stockbroking services

Canaccord Genuity Wealth Management is a top-10 independent UK wealth manager with £33.6bn assets under management and administration as at 30 September 2021.

If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning 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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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 with our easy-to-use Wealth Online portal and app.

 

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Keeping you informed

Can investing in global equities help beat inflation in 2022?

In this article we look at why investing in global equities could help beat inflation and why we believe it will be a key theme for investors in 2022. Read on to find out more.

Read more
Why investing in a sustainable food system is a key investment theme in 2022

With global resources dwindling and population growing, we look at why investing in a sustainable food system is a key investment theme for investors in 2022.

Read more
Why investing in electric vehicles is a key investment theme in 2022

Demand for more sustainable transport solution, leads us to believe investing in electric vehicles will be a significant investment theme for 2022. Find out more.

Read more

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 Philip Miles

Philip Miles

Investment Director

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 Naseer Dean

Naseer Dean

Investment Director

Naseer manages portfolios on a discretionary and advisory basis for high net worth clients, family offices, trusts and private banks. He has 30 years of industry experience, sits on the CGWM Fixed Income Selection Committee and is a member of the CISI.


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

Download our brochure

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

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Small cap investment

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

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Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

Request a consultation

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.