Canaccord Genuity Wealth Management Jersey

A Trusted Leader in Offshore Wealth & Investment Solutions

Canaccord Genuity Wealth Management Jersey provides institutional-grade investment management and comprehensive advisory services to high-net-worth individuals, families, and institutions globally. As part of a network managing over £11 billion in assets across more than 12,000 clients worldwide, our Jersey division combines international market access with deep local expertise to deliver precision-tailored wealth strategies.

🌍 Core Capabilities

• Discretionary Portfolio Management: Active, bespoke investment programmes designed around individual risk tolerance, liquidity needs, and long-term capital growth.
• Stockbroking & Market Access: Seamless execution and trade management across global equity, fixed income, and alternative markets, supported by independent research insights.
• Wealth & Financial Planning: Holistic advisory covering succession planning, estate structuring, tax optimisation, and intergenerational wealth preservation.
• UK & International Pension Transfers to Jersey: Dedicated expertise in evaluating, migrating, and administering pension benefits within Jersey-regulated vehicles for greater flexibility and potential efficiency gains.

🛡️ Regulatory Oversight

Our operations operate under stringent financial supervision, maintaining authorised status and ongoing compliance monitoring from leading offshore regulators, including the Guernsey Financial Services Commission (GFSC), Isle of Man Financial Services Authority, and Jersey Financial Services Commission (JFSC).

💻 Client Access & Resources

Clients and prospective partners can explore our firm-wide capabilities at canaccordgenuity.com and utilise our secure, purpose-built digital platforms at canaccord-wealth.com/je.

---

Headquartered in St Helier, Jersey, Canaccord Genuity Wealth Management Jersey blends global scale with focused, client-first service delivery—empowering investors to navigate cross-border financial landscapes with confidence.