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.

Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

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.

Plan for your financial future with confidence

Arrange a complimentary consultation with our stockbroking team now

Request a consultation

Keeping you informed

Market update - is the worst of market turmoil behind us?

In this article, our Chief Investment Officer, Michel Perera, reflects on what has been happening recently in bond markets, the impact on equities and suggests “we must be careful not to embrace kneejerk reactions that dreadful markets often provoke.”

Read more
Market update - welcome to the twilight zone   

Our recent acquisition of Punter Southall Wealth has brought many benefits – not least the arrival of Thomas Becket, their highly respected Chief Investment Officer. Here Tom shares his views on investment prospects and challenges during the current ‘twilight zone’.

Read more
Can investments beat inflation?

Our CIO of Canaccord Genuity Funds, Justin Oliver, was a panellist at the recent Investors’ Chronicle Future of Private Investing Conference. Justin discussed the issue at the front of all investors’ minds at the moment – inflation – and whether there are investments to beat inflation.

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 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 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 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
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.