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Advisory stockbroking service

If you take an active interest in the stock market and want to manage your own portfolio but need expert investment advice, our advisory stockbroking service is right for you.

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How does our advisory stockbroking service work?

With our advisory stockbroking service, we aim to build a lasting relationship with you in order to provide you with quality investment ideas based firmly on your personal objectives, attitude to risk and level of knowledge. Then, periodically, we will help you assess your investments to make sure they are still suitable for you.

We begin by carrying out a full suitability assessment. Armed with this important information, our stockbrokers can ensure the advice they give you is appropriately tailored to your individual needs and circumstances.

We also use a third-party risk analysis tool to add an extra layer of governance to our risk management framework. Our aim is to give you the peace of mind that comes with working with an experienced Stockbroker while allowing you to stay in control of your investments.

How will my stockbroker provide me with ideas?

Our advice is based on top-quality multi-asset research by our industry-leading teams. We use a committee-based approach to drive our investment process, with each committee focusing on a specific asset class.

Our investment process comprises 70 experienced individuals drawn from around the group who monitor and oversee our approved investment lists. They use our latest in-house research as well as other trustworthy external research.

We also have the competitive advantage of using Quest®, Canaccord Genuity’s proprietary analytical tool, which is only licensed to institutional investors.

How can I check my investments?

You will receive a clearly laid-out valuation report each quarter with a market commentary from our Chief Investment Officer, either by post or online, the choice is yours.

You can also view your account online at any time, no matter where you are, through our easy-to-use Wealth Online portal and app, including your investments, statements and historical valuations.

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Keeping you informed

Quality, tenacity and can-do: Terry Smith of Fundsmith on his investing and career success

What makes Fundsmith founder Terry Smith such a successful investor and business leader? Find out in our exclusive video.

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What is happening in the investment markets?

In our latest webinar for clients, our Chief Investment Officer, Michel Perera discusses what is happening in the investment markets. Find out more here.

Read more
High inflation and savings – time to invest cash?

Many wealthy people underestimate the damaging effect of low interest and high inflation on their cash savings. See for yourself & find out why it may be time to invest…before it burns a hole in your pocket and your wealth.

Read more

See all blog posts

  

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  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
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Looking for offshore services?
<p>We have offices in Guernsey, Isle of Man and Jersey.</p>

Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

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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.


LinkedIn
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.


LinkedIn
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

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.