High-net-worth execution service

Our high-net-worth execution service provides stockbroking, trading and custody services for those with a minimum of £10m to invest. It’s designed to support those with more complex needs than our regular stockbroking service, providing a level of service usually reserved for institutional investors. 

This service is for you if you:

• Have a minimum of £10m to invest
• Enjoy a high level of experience and knowledge in investing  
• Would like to access deeper institutional-level capabilities alongside a more personal, relationship-led service.

There are very few wealth managers occupying this distinctive space – providing non-institutional investors with the most industry-leading trading facilities and tools available. 

We have access to our group’s network of institutional market makers, institutional flows and alternative pools of liquidity, giving you improved pricing when buying and selling. From dark pool access to in-house group treasury teams and bespoke FX pricing, we offer you highly sophisticated services to make each trade with confidence.

As well as having these tools at your fingertips, you can expect high levels of personal service and relationship building. We prioritise your needs at every step and are always willing to provide a bespoke approach.

Our in-house group treasury and FX services mean you can manage your money even more effectively – as we can help you to manage your cash, investment and financial risk. If you hold money internationally, we also buy, sell, or hedge currencies. 

Having access to currency markets means we’re able to offer you bespoke FX pricing too, creating a solution that suits your specific needs. 

Important information: FX and cash management is provided by Canaccord Genuity Wealth (International) Limited which is licensed by the Guernsey Financial Services Commission and the Jersey Financial Services Commission. 

Our advanced execution capabilities include advanced order placement, dark pool access, and comprehensive trading coverage. 

• Advanced order placement – enjoy seamless order routing through our Financial Information Exchange (FIX) interface, which ensures delays are minimised as the order is sent directly to the right market or system
• Direct market access (DMA) – we have direct access to the order books of all major exchanges which gives you faster execution and often better pricing
• Dark pool access – gives us access to institutional liquidity not shown on public markets 
• Comprehensive trading coverage – you’ll have full capabilities across equities and fixed income, with access to selected illiquid instruments for specialist requirements.

Your trading relationship is overseen by your own dedicated stockbroker. They’ll be able to answer any queries, put you in touch with any other services if needed and support you to reach your financial goals.

Any time when you have a sizable self-directed portfolio (£10m+) that requires a deeper level of sophistication than retail trading can offer, but is perhaps too small to access institutional brokers. This may be because:

• Your business has IPO'd
• You've sold your business
• You are a retiring executive
• Your existing provider is changing the terms or withdrawing their service.

Our high-net-worth execution service is bespoke, so our pricing is too. Please speak to one of our stockbroking team who’d be happy to discuss your needs.

We securely hold your investments, which are protected under strict client protection rules. These are segregated from the firm’s capital, and either held in nominee accounts or with secure and trusted third-party custodians/banks that are carefully vetted for their creditworthiness. At every point, we make sure trades are correctly completed and provide clear reports on activity. You will also have 24-hour access to our online client portal.