Canaccord Genuity Wealth Management is setting a new standard in Australian Wealth Management by empowering advisers to deliver highly personalized solutions to high-net-worth families, individuals, and foundations. With industry-leading platforms and specialist support teams, Canaccord Genuity is a destination-of-choice for Australia’s best advisers. The firm blends global capabilities with a boutique mindset, uniquely positioned to address complex challenges in managing significant capital while excelling in tailoring bespoke wealth management services to preserve and grow wealth.
CG Wealth Management collaborates with clients to build and protect their wealth through custom-designed portfolios diversified across asset classes. Their CG Managed Accounts offer a cost-effective way to access actively managed portfolios of blue-chip Australian shares. Clients also benefit from exclusive access to new share issues, international trading platforms, and expert research on over 860 companies globally. Canaccord Genuity’s focus on excellence and flexibility ensures a first-class client experience, with services tailored to individual wealth management goals and risk tolerance.
With a history of delivering investment management and financial planning services, Canaccord Genuity Wealth Management prioritizes client success by providing opportunities to add value to financial planning, manage investment portfolios, and adapt strategies as circumstances change. Through a collegial global network and a commitment to excellence, Canaccord Genuity offers a comprehensive suite of wealth management solutions designed to help clients grow their businesses and achieve their financial goals.