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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

Request a consultation

Our stockbroking services

Canaccord Genuity Wealth Management is a top-10 independent UK wealth manager with £33.3bn assets under management and administration (as at 30 June 2022).

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.

  

Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

Request a consultation

Keeping you informed

Can investments beat inflation?

Our CIO of Canaccord Genuity Funds, Justin Oliver, was a panellist at the recent Investors’ Chronicle Future of Private Investing Conference. Justin discussed the issue at the front of all investors’ minds at the moment – inflation – and whether there are investments to beat inflation.

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Market update webinar: what could the future hold for investors?

Watch the latest market update from our Chief Investment Office experts. Find out more here.

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Volatility is rattling markets, but could there be opportunities in the near future?

Volatility is rattling markets as we write, with concerns about inflation, interest rates and economic growth. Although it is impossible to forecast short-term movements in risk assets, it is possible already to see how there might be opportunities to take investment risks in the near future.

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See all blog posts

Investment news update

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 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 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 Rob Horan

Rob Horan

Investment Director

Rob specialises in managing investment portfolios, primarily for senior executives, helping them to unlock the full potential of their employee share holdings. Rob is a member of the CISI.


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.