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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

Time to reconsider stashing cash

If you have been keeping cash deposits in formerly reliable accounts such as National Savings & Investments, Premium Bonds or government bonds, and you have seen interest rates falling, it's time to rethink your arrangements. At Canaccord Genuity, we will be happy to discuss alternative ways of investing your capital while aiming to achieve returns above inflation.

Read more
The expert view on healthcare investments in a new age

Our Deputy Chief Investment Officer Justin Oliver, chats with Dan Mahony, Co-Head of Healthcare at active fund manager Polar Capital about the incredible pace of change driven by the pandemic and the healthcare investments trends emerging from it.

Read more
Where are the opportunities for environmentally conscious investing?

Patrick Thomas, Head of ESG Investments explains how you can reduce your carbon footprint through your investments.

Read more

See all blog posts

  

Download our brochure

  • 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?

We have offices in Guernsey, Isle of Man and Jersey.

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.


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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.


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

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.

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