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Wholesale Investor Service
Introduce sophisticated investments to your high net worth clients

We partner with key advisers who wish to bring sophisticated investments to their high net worth clients who meet the criteria of a Wholesale Client under the Corporations Act (2001).

Advisers remain front and centre with the ability to charge an ongoing advice fee across managed accounts and bespoke portfolios. Our investment management team work closely with advisers to develop an investment strategy for each client and manage all implementation via a robust administration and reporting platform.

It remains up to the adviser as to how much interaction our investment management team has with their client.

 

Wholesale Investments

Wholesale Funds

Allocations to wholesale-only managed funds can make effective satellite investments alongside core allocations to the Managed Accounts. These can include private equity, private credit, long short equity and systematic strategies.

Many boutique managers with lower capacity strategies choose only to offer their fund to institutions and high net worth investors who may provide longer lasting capital.

Studies show consistent outperformance by smaller strategies where the staff have a high level of ownership of the management firm.

Corporate Transactions and Other Opportunities

Canaccord Genuity’s highly active global capital markets business offers access to wholesale-only corporate transactions, including listed share placements, pre-IPO opportunities and block trades.

Portfolio Reporting & Administration

Integrated reporting systems allow us to consolidate all client investments, including allocations to the Managed Accounts, within the one environment. This gives advisers and clients a clear picture of all investments.

Advisers have the ability to brand the reporting suite in line with their practice to ensure a consistent client experience.

Implementation is fully managed by our team and advisers can keep track of administration workflows through an online portal.

 

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