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The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

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UK

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 £35.2bn 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.

Request a 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.

Client login

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.

Our people

If you have a question

For general enquiries or if you’re struggling to access your account online, please contact our client liaison team.

Get in touch

  

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.

Find out more

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.

Find out more

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.

Find out more

Speak to a personal Wealth Manager

To discuss your wealth management needs, book a free, no-obligation consultation.

Request a 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

  

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

By providing your email address and phone number you agree to be contacted to book a free consultation:

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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

Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

Read more
US election webinar: Will the results cause global fireworks?

As the US election approaches, our experts analyse potential market impacts of a Trump vs. Harris outcome, covering key issues like economic growth, global volatility, and market performance under each candidate.

Read more

Wealth management updates

See all blog posts

 

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.