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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. 

Get in touch

Our stockbroking services

Canaccord Genuity Wealth Management is a top-10 independent UK wealth manager with £34.6bn assets under management and administration (as at 31 March 2024).

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.

Find out more

Execution only stockbroking

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

Find out more

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.

Find out more

Discover our range of specialist stockbroking services


Good reasons to choose our stockbroking services

  1. Our independent 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

Summer webinar: Has election fever positively impacted our client investment portfolios?

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

Read more
How we talk about money: part three of a series of conversations

In three parts, Hazel Bowen and Harry Schofield explain how Canaccord Wealth Management speak to clients about their money and try to make financial planning accessible. 

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 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 Tony Tharian

Tony Tharian

Investment Director

Tony has over 30 years of experience trading in diverse financial instruments and managing private client relationships, holding investment management positions at Dean Witter Reynolds, Lehman Brothers, Prudential Bache, Raymond James, Eden Financial and Canaccord Genuity Wealth Management. Over his career, he has been responsible for advising International HNW clients, Private Wealth Offices and Private Banks on investment portfolios and strategies on asset allocation, portfolio construction, corporate bonds, equities, ETFs, alternative investments and capital market products. He focuses on the macro-economic outlook and structuring portfolios with geographical asset allocation. He is member of the Fixed Income Selection Committee and US Investment Committee at CGWM.

Photo of Alex Whiting

Alex Whiting

Senior Investment Director

I have worked in the wealth management industry for over 30 years, joining CGWM when they acquired Collins Stewart in 2012. My role predominately consists of advising on and managing various client accounts including charities, trusts and high net worth individuals. I am fortunate to work in a business which is based upon fostering long term relationships built on trust. With a clear understanding of my clients’ investment objectives and risk tolerance, I endeavour to deliver both excellent service and investment performance for my clients. I am a longstanding member of the Closed Ended Fund Committee and am closely involved in the analysis of trusts, their strategy, management and, not least, performance. I am a Senior Investment Director and Chartered Fellow of the Chartered Institute for Securities and Investment.

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.

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


Book a free consultation with an Investment Manager


Typically, we work with clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.


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.