Services for intermediaries
When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy. Our main objective is the same as yours: to ensure your clients feel confident, valued and satisfied.
Our team is supported by 12 investment committees, 65 in-house researchers and analysts, and industry-leading tools including Quest®, Canaccord Genuity's proprietary equity valuation system. You can use our flexible investment framework to access model-based to fully tailored portfolios, accommodating high- to low-risk profiles, at various investment levels – all on our in-house platform. In the UK, our Managed Portfolio Service (MPS), GPS Optimized Portfolio Service and Inheritance Tax (IHT) Portfolio Service are also available through third party platforms.
We work with IFAs, international advisers, lawyers, insurance companies, accountants, trust companies, charities, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent.
We will tailor our partnership to meet your needs and preferences as well as your clients', and your lead manager will build an enduring relationship that works for you and your firm.
Services to suit your profession
International financial advisers
We understand the sorts of solutions you need for your clients and the high level of service you provide. Our main objective is the same as yours: to ensure your clients feel confident, valued and satisfied.
Having worked with trust companies for many years, we understand the high level of personal service you and your clients require.
We work with lawyers, accountants, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent.
Looking for services in mainland UK? See also our Independent financial advisers page
Our investment process
Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for each client’s level of risk.Find out more
Why choose to work with Canaccord Genuity Wealth Management?
- Our highly analytical centralised investment process includes in-depth research and continuous monitoring
- We actively manage investments, aiming to maximise returns and minimise losses
- We'll communicate with you regularly in whichever way suits you
- Your clients' wealth is in safe hands – we have a strong track record of meeting our investors' wealth management needs and delivering consistent returns
- Your client’s Investment Manager will always be on hand when you need them
- You can clearly assess our performance with a number of investment consultants including ARC, Defaqto, Distribution Technology, Enhance, Morningstar and FE
How can we help?
If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.
Keeping you informed
The election of Emmanuel Macron as President of France helped to allay (slightly) fears of the populist influence on politics. But what will happen if it proves to be a temporary respite and the populists regain momentum. What difference would this make to economic and investment prospects?Read more
As another year passes and we look toward 2018, we have re-examined our forecasts from a year ago. How accurate were our predictions? And has the world changed very much? Read our scores to see how well we did.Read more
Most 'bear' commentators are expecting chaos in the world economy during 2018. With an ageing bull market, the likelihood of increased volatility and the potential for inflation, upheavals seem inevitable. But what if the commentators are completely wrong and nothing happens?Read more
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.