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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 £32.3bn assets under management and administration (as at 30 September 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

Webinar: what lies ahead - transatlantic views on a world of investment opportunities

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

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How can investing in AIM shares help to manage inheritance tax (IHT)?

With 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).

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Investing in bonds to beat inflation

With 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.  

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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 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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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 Victor Polak

Victor Polak

Investment Director

 Victor began his career in 1995 advising hedge funds and manages portfolios for family offices and charitable trusts both on a discretionary and advisory basis. His focus is international equities and keen follower of international politics.

Victor graduated from Business School and is a qualified lawyer, gives Investment advice in 5 languages and is a Chartered 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.