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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.

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

Is the global chip shortage an opportunity for investors?

Read our investment experts’ take on the global semiconductor shortage and the opportunities this may create for investors.

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A closer look at inflation in 2022 - the outlook for investors

What could rising inflation and low economic growth mean for the markets and investors in 2022? Here’s the latest from our investment experts.

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When is the right time to retire?

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

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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?

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 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.


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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.


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.