Canaccord Genuity Wealth Management

Service provider
Investment Manager
Min. account size
£250,000
Ownership
Listed group
Size of wealth manager
Large
Founded
1950
Size
Global

Canaccord Genuity Wealth Management Factfile

Paul Derrien Canaccord Genuity
Paul Derrien
Investment Director

Canaccord Genuity Wealth Management’s services are based around a dedication to traditional client service, open architecture, an international perspective and the latest in multi-asset portfolio management techniques. They have assets of £12bn under management and administration, on behalf of over 12,000 clients and serviced by over 115 client-facing investment professionals in London, Guernsey, Jersey and the Isle of Man.

Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £250,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones UK
Margin accounts

Find your ideal firms

Not all firms are the same. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.

Click here to start the tool

What's your next step?

Articles by Canaccord Genuity Wealth Management