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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.

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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.

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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.

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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. 

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Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.

Download 

London office

41 Lothbury
London
EC2R 7AE


+44 20 7523 4500

Isle of Man office

5-11 St Georges Street
Douglas
Isle Of Man
IM1 1AJ


+44 (0)1624 645 200

Southampton office

Ocean Village Innovation Centre
Ocean Way
Southampton
SO14 3JZ


+44 (0) 23 80 381670

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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