Working
together
to benefit your clients

Services for 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.

Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for each client’s chosen level or risk. We offer a range of investment management solutions for your clients, from risk-rated managed portfolios to a fully tailored discretionary portfolio. Whatever you and your individual clients decide, you can be sure we’ll design each portfolio to meet the client’s personal objectives and attitude to risk.

All our portfolio building and management resources are supported by our rigorous and robust investment process, including insights into local and international markets.

How we help professional introducers

  • Our Investment Managers will spend time getting to understand your client’s needs and attitude to risk so you can be sure we’ll design a portfolio to meet their personal objectives
  • Our highly analytical investment process includes in-depth research and continuous monitoring
  • We actively manage investments, aiming to maximise returns and minimise losses
  • We will communicate with you regularly in whichever way suits you
  • Your client’s Investment Manager will always be on hand when you need them
  • Your clients' wealth is in safe hands – we have a strong track record of meeting our investors' wealth management needs and delivering consistent returns
  • If you want to check how we're succeeding at any time, you can clearly assess our performance with ARC, Defaqto, Distribution Technology and FE
  • To safeguard your clients' wealth as securely as possible we adhere to industry regulations and have strict monitoring controls in place.

Investment funds

As well as access to a wide range of external third-party funds, we manage a range of our own in-house funds

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Portfolio management

With this service our investment professionals build and run a personalised portfolio on your clients' behalf, without needing to ask their permission each time they want to make an adjustment.

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Stockbroking services

If a client likes to take an active interest in financial markets and wants to buy and sell investments, our trading and dealing team can offer traditional and specialist stockbroking services.

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Treasury services

Where the service is authorised in the jurisdiction, we can offer cash management and foreign exchange services.

Treasury services

Intermediary platforms

Our range of risk-rated model portfolios are also available via a wrap on a variety of platforms.

A wrap is a secure internet-based account that lets you and your clients view the current performance of their investments at any time. It is called a wrap because client investments can be wrapped up in a single account.

The aim of a wrap is to allow advisers to select and purchase investments from a wide range of solutions. These investments may sit within wrappers that enjoy certain tax advantages and typically include ISAs, SIPPs, Personal Pensions and Investment Bonds.

Please be aware that all platforms operate in a different way which will affect the nature of your relationship with Canaccord Genuity Wealth Management. You should ensure that you clearly understand the nature of a platform's service prior to engagement.

For further details, please click on the logos below:

                            

 

                                             

 

 

How can we help?

If you would like to know how we can help with your clients' investment needs, our team will be delighted to answer your questions and provide more details of our services.

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Richard Bellwood

Consultant

  • Time at CGWM: 22 yrs
  • Industry experience: 48 yrs
Photo of Noel Kelly

Noel Kelly

Investment Director

  • Time at CGWM: 14 yrs
  • Industry experience: 46 yrs
Photo of Richard Stanley

Richard Stanley

Investment Director

  • Time at CGWM: 8 yrs
  • Industry experience: 30 yrs

Find out more about our expert team Our people

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.

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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.