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Our investment
process

Our investment process

Our goal is to meet your personal investment needs and achieve the best possible returns for your chosen level of risk.

Based on a global asset allocation framework, our rigorous, robust and highly analytical investment process includes in-depth research, continuous monitoring and the interaction of a number of investment committees.

Like a combination lock, each layer of our investment process must be aligned before your Wealth Manager can start to create a risk-adjusted portfolio, flexibly tailored to your individual needs.

Canaccord Genuity wealth management investment process diagram

Why trust our Canaccord Genuity Wealth Management investment process?

  • We can offer you a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash
  • We can structure your investments tax effectively, including SIPPs and ISAs
  • Our in-house investment experts select investments from the open market to create a range of quality investment opportunities for you
  • Our specialist investment committees combine their knowledge to agree the best positioning for your portfolio
  • We measure risk through our in-house portfolio risk management calculator, and build portfolios from our approved lists
  • We check your portfolio against your objectives to make sure it's on track, and actively manage and monitor your investments to maximise returns and minimise losses.

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
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Keeping you informed

Mortgage-backed securities (MBS) - we’ve come a long, long way together ...

Mortgage-backed securities (MBS) fell into disrepute following their significant involvement in the 2008 financial crisis. Just as technology stocks were avoided long after the 1990s technology bubble had burst, MBS are given a very wide berth. But is this view a valid one today? In this article, Justin Oliver, Deputy Chief Investment Officer at CGWM explores how MBS can be made part of a diversified portfolio.

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Investing for a sustainable future

With large companies wising up to the importance of adopting and promoting sustainable business practices – and with the influence, affluence and expectations of Millennials set to peak over the next decade –  our guest contributor Will Oulton, Global Head, Responsible Investment, First State Investments, considers the impact on the investment industry, and the increasing need to balance social and environmental responsibility with positive financial performance.

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How do I move my investment portfolio to another provider?

Whether out of choice or because your wealth manager has gone into liquidation, it’s easier than you might think to move your investment portfolio to another provider.

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Wealth blog updates

See all blog posts

Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

How can we help?

If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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