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IHT Model Portfolio Update

The latest IHT Model Portfolio factsheet is now available for you to
download below
:

 

IHT Model Portfolio Update
  Prepared for professional advisers only and not for onward distribution to retail clients.

 

 

 

Canaccord Genuity Wealth Management provides comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets.

 

The Group’s wealth management division now has Investment Advisors (IAs) and professionals in Canada, Australia, the UK, and offshore locations (the Channel Islands and the Isle of Man).To us there are no foreign markets.™

 

In the UK, Jersey, Guernsey and the Isle of Man, our investment professionals manage and administer over £11 billion of assets on behalf of over 12,000 clients. Our range of core wealth management services includes Portfolio Management, Wealth Planning and Stockbroking. For more information visit canaccordgenuity.com/uk/.

 

 

 

 

This document is intended for Financial Advisers and their clients currently using the CGWM’s IHT Portfolio service. In particular Financial Advisers should be aware that this document has been approved for the purposes of s21 of the Financial Services and Markets Act 2000 and has not been approved for circulation to the general public.This document is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments. This document has no regard for the specific investment objectives, financial situation or needs of any specific entity. Investment involves risk. The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser. Past performance is not a guide to future performance. The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested. Investors should note that actual portfolio returns may be different to the returns of the model portfolio. Levels and bases for taxation may change. Services in other countries are provided by different legal entities within the Canaccord Genuity Group.

 

Canaccord Genuity Wealth Limited is authorised and regulated by the Financial Conduct Authority, and is a wholly owned subsidiary of Canaccord Genuity Group Inc. Registered office: 41 Lothbury, London, EC2R 7AE. Registered in England & Wales no.03739694.