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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Welcome to Canaccord Genuity Wealth Management Southampton

The wealth planning team based in Southampton have been providing independent financial advice since 2002, originally as BDO Investment Management, and now CGWM. We provide a high quality service to a range of individuals, families and trusts whom we advice on topics including pensions, investments, estate planning and cashflow reporting.

  

Ready to secure your financial future?

Arrange a no-obligation call from a member of our Southampton team

Request a call back

  

Our people in Southampton

You can depend on our team of specialist wealth management experts for a combination of award-winning portfolio management, stockbroking and wealth planning services.

  

Debbie Kay

Wealth Planning Director

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Scott Morris

Wealth Planner

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Our core services

 

Investment management

We offer a range of specialist investment services, from discretionary portfolio management to stockbroking. Supported by 14 experienced investment committees and 76 in-house researchers, our centralised investment process is rigorous, robust and based on our global outlook, investing in markets around the world.

Discover our investment management services

Independent wealth planning

Independent, expert financial advice to protect your wealth at every stage of life including specialist retirement, IHT and long-term care planning carefully tailored around your individual needs.

Wealth Planning

  

Ready to secure your financial future?

Arrange a no-obligation call from a member of our Southampton team

Request a call back

  

How to find us

  

Ocean Village Innovation Centre      

Ocean Way

SO14 3JZ

Monday to Friday, 08:30 – 17:00

+44 203 8212 4171

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Book a free consultation with our Southampton team

  

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to 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.

 

  

Need a different office?

See here for offices in Guildford or visit our UK main page here.

  

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.