For financial advisers and investment professionals only
The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the United Kingdom and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our home page for information and resources for private clients.
The website 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.
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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
Offshore? Also see our International financial advisers page
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
Market volatility returned in February after a long lull since President Trump’s election. There was a double-digit stock market fall worldwide as inflation and rising interest rate fears came to the fore.Read more
In our recent articles we have flagged a potential increase in volatility this year as the inevitable ‘price to be paid’ for continued growth in equity markets. It was a matter of when not if. The question is whether the current correction is the beginning of something more sinister - leading to a bear market - or simply reminiscent of 2013’s ‘taper tantrum’.Read more
As equity indices rose during most of 2017, it was clear where market leadership lay. The technology giants like Amazon (up 57% over the year), Apple (up 48%), Facebook (up 53%) and Google/ Alphabet (up 33%) soared, along with their Chinese counterparts Baidu, Tencent and Alibaba (up 42%, 96% and 115% respectively). In this article, we explain why the so-called ’growth’ areas of the market have performed so well.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.