Skip to main content
UK

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.

Request a consultation

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.

Request a consultation

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.

Read more
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.

Read more
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.

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.
Download
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

Request a consultation

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 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 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.