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ESG Portfolio Service for intermediaries

This is an opportunity for your clients to invest responsibly while still aiming for positive returns.

Many of our clients are concerned about the nature of their investments and the environmental or ethical record of the companies involved. They don’t wish to invest in dubious enterprises, but at the same time they can’t afford to invest their money in specialist ethical funds or businesses that offer too little return or too great a risk.

If this reflects any of your clients’ views, we can help with our ESG Portfolio Service.

ESG stands for environmental, social and governance, and your clients’ portfolios will be invested in companies that meet high standards according to ESG values.

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

Download our ESG brochure

  • Find out the details of the service
  • Learn how we choose suitable funds
  • Find out about our three different ESG portfolios.
Download
Photo of Paul Parker

Paul Parker

Investment Director

Paul is head of the Intermediary Portfolio Management team. He has an in-depth understanding of managing funds for high net worth individuals, pensions, trusts and charities and specialises in Alternative Investment Market IHT portfolios. Paul is also a member of the UK Small Cap Stock Selection Committee.

Paul is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities.


Photo of Nick Muir

Nick Muir

Intermediary Investment Director

Nick joined Canaccord Genuity Wealth Management in 2014 having previously worked for some of Europe’s leading Investment Banks. As a Chartered Wealth Manager and fellow of the Chartered Institute of Securities & Investments, Nick specialises in working with clients of intermediaries and providing investment solutions to their most complex needs. 


Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Investments

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


Other document downloads

Here you'll find documents and forms related to our ESG Portfolio Service.

ESG Portfolio documents

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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