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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 intermediaries

When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy. Our main objective is the same as yours: to ensure your clients feel confident, valued and satisfied.

Our team is supported by 12 investment committees, 65 in-house researchers and analysts, and industry-leading tools including Quest®, Canaccord Genuity's proprietary equity valuation system. You can use our flexible investment framework to access model-based to fully tailored portfolios, accommodating high- to low-risk profiles, at various investment levels – all on our in-house platform. In the UK, our Managed Portfolio Service (MPS) and Inheritance Tax (IHT) Portfolio Service are also available through third party platforms.

We work with IFAs, international advisers, lawyers, insurance companiesaccountants, trust companies, charities, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent.

We will tailor our partnership to meet your needs and preferences as well as your clients', and your lead manager will build an enduring relationship that works for you and your firm.

 

Services to suit your profession

Independent financial advisers

We will tailor our partnership to meet your needs and preferences as well as your clients', and your lead manager will build an enduring relationship that works for you and your firm.

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Trust companies

Having worked with trust companies for many years, we understand the high level of personal service you and your clients require.

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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.

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Our Investment Funds

Our specialist multi-manager, multi-asset CGWM Funds provide a range of solutions depending on your client’s risk profile and individual requirements. Find out more about our long-standing fund managers, excellent track record and all the resources we have to help make your life easier.

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Offshore? Also see our International financial advisers page

Our investment process

Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for each client’s level of risk.

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All document downloads

If you need to access any of our documentation, whether for yourself or your clients, you can find the forms and more here.

Access documents

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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Why choose to work with Canaccord Genuity Wealth Management?

  • Our highly analytical centralised investment process includes in-depth research and continuous monitoring
  • We actively manage investments, aiming to maximise returns and minimise losses
  • We'll communicate with you regularly in whichever way suits you
  • Your clients' wealth is in safe hands – we have a strong track record of meeting our investors' wealth management needs and delivering consistent returns
  • Your client’s Investment Manager will always be on hand when you need them
  • You can clearly assess our performance with a number of investment consultants including ARC, Defaqto, Distribution Technology, Enhance, Morningstar and FE

How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

Technology investments in 2021

Tech companies shone out as a ray of hope in 2020. But are the tech titans today just too big and too powerful? With the prospect of regulation hitting the tech sector in 2021, what will happen to valuations - should we still be investing in tech?

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Politics and investing - the outlook for 2021

As we enter 2021, CIO Michel Perera looks at the political backdrop; what do the inequalities resulting from COVID-19 mean for investors, what is the post-Brexit reality and what are the main political challenges in the US? 

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Finding income generating investments in 2021

In this article, Justin Oliver, Deputy CIO explains why interest rates are set to stay low for the forseeable future and looks at the options available to income seeking investors - where are the opportunities in 2021 and what should investors consider avoiding?

Read more

See all blog posts

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.