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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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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

What is ESG (environmental, social and governance) investing?

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

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What’s behind our award-winning ESG investment approach?

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?

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Investment news updates

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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.

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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.


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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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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.


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Our people

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.