Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management is an award-winning wealth manager, providing integrated wealth management services.
With offices covering multiple jurisdictions in London, Guernsey, Jersey and Isle of Man, we manage and administer more than £14 billion* of assets on behalf of over 12,000 clients.
We offer a broad range of services including stockbroking, discretionary and advisory portfolio management, and independent wealth planning.
We also offer a specialist service for soon-to-be ex-business owners and executives. We can advise and support you as you set up financial arrangements for your newly liquidised wealth. Our services include:
- Wealth and estate planning: finding the most tax-efficient ways to structure your wealth or set up trusts after selling your business
- Cash flow modelling: this lets us determine how much money you will need to live on and meet your financial objectives
- Investment portfolio management: a range of quality investment solutions, which we flex to meet each individual client's needs, risk tolerance, level of wealth, objectives and future liabilities.
To find out more about this service or any other ways which we can work to support you, please call our Investment Managers Adam Ross and Matt Ellis.