Who we are
Canaccord Genuity Wealth Management meets investors’ individual needs by searching the globe for investment opportunities. Drawing from our global network we look at both the bigger picture and the finer details. This enables us to deliver long-term investment strategies, as well as informed, near-term solutions that make a difference locally to wealth management clients in Canada, Australia, the UK and Europe.
In the UK and Europe, Canaccord Genuity Wealth Management is an award winning wealth manager committed to providing investors with a broad array of wealth management solutions. Our Investment Professionals manage and administer approximately £11 billion of assets on behalf of over 12,000 clients from offices in London, Guernsey, Jersey and the Isle of Man.
What we do
Meeting your personal requirements and achieving the best possible investment returns for your chosen level of risk is our goal. Our award-winning managed investment process, which is fundamental to the service we provide you, guides the investment thinking of your investment manager. The depth of resource and experience we employ is utilised to the greatest possible extent through the interaction of a number of investment committees; in combination, each will contribute to the portfolio positioning which is adopted across our range of investment solutions.
• Our investment process is built upon a global asset allocation framework.
• Investments are selected from the open market by our in-house experts to provide clients with a range of quality investment opportunities.
• Portfolios are constructed efficiently from our approved lists of suitable investments.
• Risk is measured through a proprietary approach to portfolio risk management.
• We ensure your personalised portfolio consistently matches your individual objectives.