Make the most of our small company investment expertise
Small businesses can offer excellent investment opportunities. However, they're often ignored by investment and wealth management companies, who may lack the expertise and experience to evaluate small businesses, spot opportunities and invest on your behalf.
At Canaccord Genuity Wealth Management (CGWM), we do have that expertise. In fact, we are among the most experienced independent UK wealth managers in this area. And we believe smaller companies can be a very important part of a truly diversified and well balanced portfolio – whether you’re investing directly in the shares of smaller companies or via a specialist fund.
We will draw on this expertise to help you benefit from the superior returns that can be available from small companies, and include this niche area within your portfolio if we believe it's appropriate.
Why not watch our video with Richard Champion, Deputy Chief Investment Officer where he explains how we define smaller companies and what it is about them that can enable them to generate superior returns.
How we can help you invest in smaller companies
- Our specialist small cap team has a wealth of experience and a great track record. They continually research and analyse small companies and equity fund managers, and their findings are backed by our rigorous, robust central investment office (CIO) team, which includes a dedicated smaller company investment committee.
- We understand the risks involved in investing in small companies, and will monitor and adjust your portfolio if necessary. Our Investment Managers won't rush to invest all your money at once; instead they'll invest your money as and when they spot attractive opportunities.
- Our Investment Managers regularly meet the management of small companies, equity fund managers and investment banks – and have done so for many years. Thanks to this personal contact, we've developed a breadth of relationships within the industry in an under-researched area; these can allow us to access opportunities that are not available to you as an individual.
- It also means we're often among the first to learn of new developments or to be offered shares in companies coming to the market and can react quickly on your behalf.
Investment in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is no guaranteed. Please refer to page 9 of our small cap brochure for more information.
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
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.Read more
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.Read more
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.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.