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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.

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.

Managed portfolio service

Our managed portfolio service offers a range of risk-rated discretionary portfolios for intermediaries with clients who don't need a tailored portfolio.

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IHT portfolio service

Our IHT portfolio is a simple and efficient strategy for reducing IHT while offering growth potential to boost potential legacies.

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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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GPS optimized portfolio service

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

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ESG portfolio service

The ESG Portfolio Service lets your clients take a more responsible approach to investing while still doing their best for their long-term security.

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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:

                            

 

                                             

 

 

Download our intermediary brochure

  • Find out more about our investment process
  • How we'll keep you up-to-date
  • Our range of services.
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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.

Photo of Nick Muir

Nick Muir

Intermediary Investment Director

Photo of Sean Taylor

Sean Taylor

Head of UK Intermediary Sales

Areas of expertise:

Sales, Business Development, Intermediaries, Court of Protection, Aerospace and Defence.

Photo of Alasdair Ogilvy-Stuart

Alasdair Ogilvy-Stuart

Business Development Director

Areas of expertise:

Platforms, IFA market, Investment Solutions, Clinical & legal sectors

Find out more about our expert team Our people

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, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

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Mortgage-backed securities (MBS) fell into disrepute following their significant involvement in the 2008 financial crisis. Just as technology stocks were avoided long after the 1990s technology bubble had burst, MBS are given a very wide berth. But is this view a valid one today? In this article, Justin Oliver, Deputy Chief Investment Officer at CGWM explores how MBS can be made part of a diversified portfolio.

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Investing for a sustainable future

With large companies wising up to the importance of adopting and promoting sustainable business practices – and with the influence, affluence and expectations of Millennials set to peak over the next decade –  our guest contributor Will Oulton, Global Head, Responsible Investment, First State Investments, considers the impact on the investment industry, and the increasing need to balance social and environmental responsibility with positive financial performance.

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How do I move my investment portfolio to another provider?

Whether out of choice or because your wealth manager has gone into liquidation, it’s easier than you might think to move your investment portfolio to another provider.

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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.

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