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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 £29.7bn assets under management and administration as at 31 December 2020.

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

Are we in a global stock market bubble?

After a dramatic rebound from the lows of March 2020, equity markets have hit a series of record highs in 2021 with many speculating that markets are in bubble territory and that we could see a pullback soon. Our expert Deputy Chief Investment Officer, Richard Champion explains why we don’t believe we’re quite there yet.

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Investing in technology – should investors look beyond the US?

Think technological innovation and you need to start in the US whose largest stocks are all technology-related. But does this mean the UK, or in fact Europe is devoid of investment opportunities in innovation?

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Investing in equities in 2021 - why they can keep on rising

In our latest zoom webinar to clients, our Chief Investment Officer, Michel Perera, gives his outlook on the investment market and the opportunities around investing in equities in 2021.

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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 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.


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 is responsible for managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts, charities and pension funds. He is a member of the CGWM Closed Ended Committee looking at Investment Trusts and ETFs, and is a sector specialist covering utilities for the CGWM Stock Selection Committee.  

Philip is a Chartered Wealth Manager and a Chartered Fellow 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

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.