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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Stockbroking services tailored to you 

  • Fast, responsive, high-quality service
  • Stockbrokers you can actually speak to
  • Your choice of personalised support
  • Access to a wide range of asset classes and markets
  • 24/7 account access via our online portal
  • Regular market updates and expert analysis

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

Our stockbroking services

Canaccord Genuity Wealth Management is a top-10 independent UK wealth manager with £35.2bn assets under management and administration (as at 30 June 2024).

If you take an active interest in financial markets and wish to make your own investment decisions, our high-quality stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Our qualified and experienced investment team have access to the very latest research, market information systems and dealing technology, enabling them to respond to your requests promptly and execute your orders with skill and efficiency.

Advisory stockbroking

Receive expert advice and guidance on investment opportunities tailored to your personal goals and risk profile.

Find out more

Execution only stockbroking

Benefit from our sophisticated in-house dealing capability but take responsibility for your own investment decisions.

Find out more

Corporate share dealing

Our corporate executive and employee trading service provides brokerage solutions for listed companies and their employees – covering option exercises and share trading.

Find out more

Discover our range of specialist stockbroking services

  

Good reasons to choose our stockbroking services

  1. Our independent advisory service is geared towards achieving your objectives
  2. We have a large team of investment analysts in the UK, the Crown Dependencies and around the world constantly seeking out new investment opportunities and looking deeply into companies
  3. Our cutting-edge systems and dealing technology ensure we can respond to your requests promptly and execute orders with skill and efficiency
  4. Quest® Canaccord Genuity’s proprietary equity valuation and risk management analytical tool operates across 9,000 global stocks, helping us to identify companies more likely to offer attractive cash returns for investors
  5. You can view your account online 24/7 via our online portal.

  

Interested in our stockbroking services?

Book a free consultation with one of our stockbrokers to learn more. 

Get in touch

 

Specialist stockbroking services

If you are looking for a particular specialist stockbroking service, talk to us. Even if it's not listed on this page, we may well be able to help.

Our active equity trading service identifies and takes advantage of any opportunities that arise from times of market volatility. We'll work with you to pinpoint opportunities in the equity markets that could help you achieve your investment objectives.

The Canaccord Genuity Group employs several industry-leading teams specialising in fixed income trading, such as niche fixed interest securities. Talk to your Stockbroker about the various kinds of fixed income investments to see whether this service could benefit you. Our multi-asset capabilities are a key advantage in this field.

We can provide institutions with anonymous trade execution on an agency-only model and have full access to a range of third party algorithms. As part of the Canaccord Genuity Group we also have access to meaningful UK small-cap, mid-cap and retail liquidity.

Through our relationship with our capital markets division, Canaccord Genuity Limited, we can offer you extremely competitive rates on a variety of stock transactions.

Please note, these services are deemed to be 'restricted', as we do not provide advice in respect of pension or life insurance products. However, we advise all our clients on investments with complete impartiality as we are not tied to any particular product providers.

Keeping you informed

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
Autumn webinar: Steering a steady course through a spooky quarter

Our Autumn market update webinar discussed positive investment returns amid geopolitical challenges, the upcoming US election's impact, and strategies for investing in quality companies for achieving long-term growth for clients.

Read more

Wealth management updates

See all blog posts

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 Naseer Dean

Naseer Dean

Investment Director

Naseer manages portfolios on a discretionary and advisory basis for high net worth clients, family offices, trusts and private banks. He has 30 years of industry experience, sits on the CGWM Fixed Income Selection Committee and is a member of the CISI.


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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

Download our brochure

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

Wealth management brochure

Small-cap investment

If you are looking to invest in smaller companies, we have specialist expertise that can help.

Small-cap investing

 

Book a free consultation with an Investment Manager

  

Typically, we work with 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.

 

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.