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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 £30.2bn assets under management and administration as at 31 March 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

Climate change investing for decarbonisation

At our latest conference, our ESG experts discussed how you can invest to support climate change and achieve zero carbon emissions and global decarbonisation while still generating a decent investment return. Read more here.

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A new momentum – speeding the move towards economic recovery

Every six months, we pull together our views into one timely, engaging, and easy-to-read publication, called News & Views. In this blog you can read all the key articles.

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The start of a synchronised global recovery – seeing is believing

At our latest client zoom update, our experts provided their latest outlook for markets and the economy, with evidence pointing towards a very positive outlook for equity investors. Here, we provide their fascinating insights as well as covering some of the other questions asked by our clients.

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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 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 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.


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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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

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.