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Managing
risk
for your clients

Important information

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.

I confirm that I am an investment intermediary authorised and regulated by the Financial Conduct Authority. I have read and understood the legal information and risk warnings.

GPS Optimized Portfolio Service for intermediaries

When creating an investment strategy for your clients, our goal is the same as yours: to help them maintain and manage their assets within agreed parameters. This means managing the risk to their capital in a way that suits each client's individual attitude to risk v returns.

Our GPS Optimized portfolios are designed to protect your clients by aiming to cap the level of volatility in their portfolios.

The annual cap is set according to five different risk categories, spanning the risk/return spectrum. GPS Optimized manages each annual cap with exclusive tools, including the Market Stress Indicator (MSI). The portfolio's dynamic asset allocation means that during times of market stress, it re-allocates assets to remove excess volatility.

Research tells us that over the long term it's far more important for investors to avoid the worst market losses than it is to capture the largest gains. With this in mind, GPS Optimized portfolios don't try to time the market. Instead, they help to get clients out of harm’s way when periods of intense volatility are approaching.

No products offered by Canaccord Genuity Wealth Management provide capital protection, we aim to cap volatility to indicative tolerance levels, however, this cannot be guaranteed.

 

Document downloads

Here you'll find documents and forms related to our GPS Optimized Portfolio service.

GPS Optimized documents

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 and wealth management 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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