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Personal wealth management

When you are choosing a Wealth Manager, you need to be sure they will listen to your financial planning requirements and support you in achieving your objectives.

With Canaccord Genuity Wealth Management, you can be confident that together, we will develop a relationship on your terms. We will spend time exploring your financial planning options, finding out about your likes and dislikes, your attitude to investment, and your long-term objectives, and if you are UK based, whether you would also benefit from financial planning advice.

We will keep you informed, every step of the way, and of course your Wealth Manager will be available to talk to you when you need them.

Experienced investors

We will work with you to get to know what kind of relationship will suit you, and how much advice you need from us.

New investors

We will help you every step of the way. Your Wealth Manager will be happy to share their knowledge and expertise with you and explore your wealth options.

New to wealth management? We're here to help Find out more

Wealth management services

Portfolio management

An expert Wealth Manager will run your personalised portfolio making adjustments on your behalf.

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Wealth planning

Independent advice to help manage the whole of your finances and ensure your arrangements are on track to create the future you want.

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Stockbroking services

Our stock trading team combines fast, responsive action with a highly personalised, award-winning service. You can choose either our advisory or an execution-only service.

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Looking for offshore services?

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

Investment funds

We provide a selection of funds to suit your desired risk and variable levels of wealth.

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Inheritance tax services

To make sure your family, friends and favourite causes inherit as much of your wealth as possible.

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Why choose Canaccord Genuity Wealth Management?

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and its performance
  • We can discuss whether you want updates face to face, by phone or by email
  • Your wealth is in specialist hands, as we focus on wealth management and financial planning
  • We will design a unique portfolio that meets your individual needs and matches your attitude to risk
  • We have a long track record of delivering consistent investment returns

Download our brochure

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

Download brochure

US citizens

We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK. 

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Looking for offshore services?

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

How can we help?

If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

Should you stay invested and ignore all the noise?

This week Tony Dwyer, Chief US Market Strategist at Canaccord Genuity and ‘Wall Street’s biggest bull’, came over from his office in New York and presented to our clients. 

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Facts vs. fears? Don’t let confirmation bias distort your view of the markets

One of the fascinating aspects of the current financial markets is that investors can find a plethora of information to support either a positive or negative view of the world, depending on their disposition.

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Will the US midterm elections come up Trumps?

As US midterm election frenzy begins with by-elections and polls sparking much conjecture over how Trump’s presidency will be impacted this November, we go back in time to see what can be learnt from previous midterms and the potential impact on markets.

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Wealth blog updates

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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.

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