Working with
you
for your clients

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 companiesaccountants, 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.

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Trust companies

Having worked with trust companies for many years, we understand the high level of personal service you and your clients require.

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Professional introducers

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.

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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.

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Fund literature

Here you will find all the information you need about our funds, including a supplement, KIID, factsheet and application form.

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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

Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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What if... there's an attack on the new technological world order?

Companies such as Facebook, Amazon, Apple, Netflix and Google/Alphabet (the FAANGs) have been the primary drivers of the equity bull market, becoming the largest companies in the world in the process. But what would happen if the old world order fought back? What difference would it make to investment prospects?

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What if... Donald Trump actually gets stuff done in 2018?

Many people have written off 'the Donald' as a loud-mouthed braggadocio, full of ill-considered and offensive bluster, both domestically and internationally; not suited to the delicate task of legislating nor fit for the decorum of high office. But what if he turns things around and starts behaving like a real statesman?

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Wealth blog updates

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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.