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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Execution-only stockbroking

If you would like to benefit from our sophisticated in-house dealing facility, but prefer to take responsibility for your own investment decisions, our execution-only stockbroking service is ideal for you.

How does execution-only stockbroking work?

With our execution-only stockbroking service, we simply take and execute your orders. We operate a straight-through processing platform with seamless settlement for both our nominee service and third-party custodians. Our experienced dealers are familiar with the intricacies of trading a wide range of financial assets across many different markets.

Large or sophisticated orders are skilfully supported by our institutional trading desks and we have direct links to a variety of multilateral trading facilities. 

To use this service, you should be an experienced investor, and understand the risks and potential rewards of the investments you're considering. There is a £400 minimum fee but this is offset against any trading fees you incur operating your stockbroking account with us to buy and sell assets.

How can I check my investments?

You can choose to receive a clearly laid-out valuation report each quarter by post or online, whichever suits you best.

You can also view your account online at any time, no matter where you are, through our easy-to-use CG Wealth Online portal and app, including your investments, statements and historical valuations.

  

Learn more about our execution-only stockbroking service.

 

Keeping you informed

Spring webinar: Can current economic 'deceleration' actually accelerate investment portfolios?

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

Read more
Japan – is it finally hitting the right notes?

After decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.

Read more

Wealth management updates

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Download our brochure

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

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Looking for offshore services?

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

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Some of our stockbroking experts

If you would like to know how our stockbroking team can help, please get in touch. We will be delighted to provide more details of our services.

Photo of Philip Miles

Philip Miles

Senior Investment Director/Team Leader

Philip specialises in discretionary portfolio management, running bespoke portfolios for private clients, trusts, charities and pension funds. He manages a team of investment professionals at CGWM with assets under management of around £1bn. He is a member of the CGWM Closed Ended Committee looking at Investment Trusts. 

With 30+ years of experience, Philip is a Chartered Wealth Manager and a Chartered Fellow of the CISI.


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Photo of Alex Whiting

Alex Whiting

Senior Investment Director

I have worked in the wealth management industry for over 30 years, joining CGWM when they acquired Collins Stewart in 2012. My role predominately consists of advising on and managing various client accounts including charities, trusts and high net worth individuals. I am fortunate to work in a business which is based upon fostering long term relationships built on trust. With a clear understanding of my clients’ investment objectives and risk tolerance, I endeavour to deliver both excellent service and investment performance for my clients. I am a longstanding member of the Closed Ended Fund Committee and am closely involved in the analysis of trusts, their strategy, management and, not least, performance. I am a Senior Investment Director and Chartered Fellow of the Chartered Institute for Securities and Investment.


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Photo of Rob Horan

Rob Horan

Investment Director

Rob specialises in managing investment portfolios, primarily for senior executives, helping them to unlock the full potential of their employee share holdings. Rob is a member of the CISI.


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Find out more about our expert team

Our people

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.