Personal wealth management
Welcome to Canaccord Genuity Wealth Management, one of the leading independent wealth managers in the UK. Our mission is simple - to help you build your wealth with confidence. Our reputation and success has grown year on year. Now, in the UK and Europe, we are proud to manage and administer £32.5bn of assets (as at 30 June 2023).
Speak to a personal Wealth Manager
To discuss your wealth management needs, book a free, no-obligation consultation.
Already a client?
For existing clients, we’ve made it easier to find what you’re looking for. Links to the most commonly visited pages are below.
Access your account online
Securely access your valuation and up-to-date information about your investments.
Contact your investment manager
Please call us on 0207 523 4500 and we’ll put you straight through to the right person. Alternatively, you’ll find your contact’s details on their profile page.
If you have a question
For general enquiries or if you’re struggling to access your account online, please contact our client liaison team.
Our wealth management services
Our Wealth Managers are here to help secure a positive financial future for you and your loved ones.
With a raft of investment and wealth planning services all under one roof, you’ll have an independent Wealth Planner and personal Investment Manager dedicated to you and your financial future.
Investment management
Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.
Stockbroking
If you take an active interest in financial markets, our award-winning trading teams provide an excellent and responsive service. You can choose either our execution-only or advisory stockbroking service.
Personal wealth planning
Our independent Wealth Planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.
Speak to a personal Wealth Manager
To discuss your wealth management needs, book a free, no-obligation consultation.
Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
Book a free consultation with a Wealth Manager
What happens next?
1. Arranging an initial consultation
First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.
2. Your consultation
During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.
3. Referral to a Wealth Planner or Investment Manager
If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.
4. Working with you long-term
With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.
Our latest insights
The impact that rising interest rates has had on investment trusts – and the potential opportunities arising for investors investing in investment trusts.
Read moreHow can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.
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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.