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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Family wealth management

Ensuring your family's wealth will endure for generations to come requires careful planning and a hands-on approach.

At Canaccord Wealth, our personalised wealth strategies balance your family’s current financial needs and goals with long-term growth, to ensure your wealth remains secure for generations.

Knowing your family's prosperity is in the safe hands of a dedicated Wealth Manager allows you to focus on what matters most.

   

   

Why choose our family wealth services?

  • Free, one hour meeting with your dedicated family wealth manager to get you started
  • Wealth planning and investment management experts devoted to your family’s future prosperity
  • Independent financial advice with no ties to a particular provider or service, not even our own
  • Access to a wide range of investments and a long track record of delivering consistent returns
  • A diversified investment portfolio actively managed in line with your goals and attitude to risk
  • 24/7 access to your account online so you can always see how your portfolio is performing

Book your free family wealth review

If you have £250,000+ to invest (including ISAs and pensions) book a free, hour-long family wealth review with a Wealth Manager.

Rest assured; this is not a sales call. It’s your opportunity to get to know the expert who’d be dedicated to you and your portfolio, without any obligation to go further.

Your review will cover five important points:

  1. Your family’s financial situation, including income, assets and outgoings
  2. Your current priorities, such as school fees, retirement or buying property
  3. Your family’s needs and aspirations, both now and in the future
  4. Your current investments and how they’re performing against your plans
  5. How a family wealth plan could help you achieve your goals.
Book a consultation

   

Family wealth management to suit you

Family wealth management

Your dedicated Investment Manager and your independent Wealth Planner work closely together to protect and grow your family’s wealth.

Find out more

Independent family wealth planning

A full review of your finances, leading to a tailored family wealth plan.

Find out more

Portfolio management

Where we take day-to-day investment decision making off your hands, leaving you to focus on other things safe in the knowledge your family’s wealth is being taken care of.

Find out more

Passing on family wealth

Expert advice on how to mitigate inheritance tax and effectively transfer your wealth to the next generation.

Find out more

Plan your retirement

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

Find out more

Wealth planning for family business owners

Specialist advice on protecting your family business, retirement, employee benefits and selling or floating your business.

Find out more

Book your free family wealth consultation

Arrange a no-obligation, complimentary consultation with a family wealth management specialist to discuss how we can help you protect and grow your legacy for future generations.

Get in touch

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.

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.

 

Book a free consultation with a Wealth Planner

  

Typically, we provide financial advice to clients with assets over £250,000. 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.

 

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.