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Thomas Miller becomes part of Canaccord Genuity Wealth Managment
In March 2019, Thomas Miller Wealth Management in the UK and the private client activities of Thomas Miller Investment in the Isle of Man announced plans to become part of Canaccord Genuity Wealth Management. You can find out more about the acquisition in the formal press release.
At CGWM, we are delighted with this development as it will help us broaden our offering of fully integrated investment management and wealth planning.
If you are an existing private client of Thomas Miller Wealth Management in the UK or Thomas Miller Investment in the Isle of Man, you should have heard from us by now about how the acquisition might affect you, although we will do our best to ensure the transfer is as seamless and smooth as possible. If you have any questions, please get in touch with your regular contact at Thomas Miller who will continue to look after you.
About Canaccord Genuity Wealth Management
We offer many of the same services as Thomas Miller, including a full range of wealth planning services alongside discretionary portfolio management in the UK and full investment management services in the Isle of Man.
Wealth planning services
This service is designed to manage the whole of your finances, including your investments, and ensure they are structured to meet your objectives.
Retirement planning services
Pensions can be complex with so many considerations, including your family circumstances, pension rules and tax regulations. Whatever your situation, and however you want to enjoy retirement, we can help set up bespoke arrangements that are right for your needs.
Inheritance tax services
One of the most important aspects of estate planning is to make sure your family, friends and favourite causes inherit as much of your wealth as possible.
Discretionary portfolio management
With our portfolio management service, our investment professionals build and run a personalised portfolio on your behalf in line with your wishes, long-term investment objectives and attitude to risk.
Download our brochure
Take away information about all our personal wealth management services and our investment process in one document.
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.