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

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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

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Articles by Canaccord Genuity Wealth Management