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Execution-only stockbroking

If you would like to benefit from our sophisticated in-house dealing facility, but prefer to take responsibility for your own investment decisions, our execution-only stockbroking service is ideal for you.

How does execution-only stockbroking work?

With our execution-only stockbroking service, we simply take and execute your orders. We operate a straight-through processing platform with seamless settlement for both our nominee service and third-party custodians. Our experienced dealers are familiar with the intricacies of trading a wide range of financial assets across many different markets.

Large or sophisticated orders are skilfully supported by our institutional trading desks and we have direct links to a variety of multilateral trading facilities. 

To use this service, you should be an experienced investor, and understand the risks and potential rewards of the investments you're considering. There is a £400 minimum fee but this is offset against any trading fees you incur operating your stockbroking account with us to buy and sell assets.

How can I check my investments?

You can choose to receive a clearly laid-out valuation report each quarter by post or online, whichever suits you best.

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

  

Learn more about our execution-only stockbroking service.

 

Keeping you informed

Investment outlook 2023

Thomas Becket from our Chief Investment Office shares the investment outlook for 2023, and what this means for investors. 

Read more
Webinar: what lies ahead - transatlantic views on a world of investment opportunities

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

Read more
How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

Read more

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Take away information about all our personal wealth management services and our investment process in one document.

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Looking for offshore services?

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

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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 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 Philip Miles

Philip Miles

Senior Investment Director/Team Leader

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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Find out more about our expert team

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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.