Skip to main content
UK

Services for 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.

You can choose how we work together:

  1. You may wish to retain the responsibility for assessing the risk and suitability of your clients' investments
  2. If you prefer, we can take over all these responsibilities for you
  3. Or we can agree a joint 'hybrid' working relationship.

Whichever working relationship you choose, we will make sure it enables both of us to use our time and resources efficiently, and ensures compliance.

How we help IFAs

  • We will provide consolidated quarterly client valuations, with a market commentary
  • We will also provide you and your client with comprehensive tax reporting
  • You and your clients can access their accounts online 24/7 to view investments, transactions and up-to-date valuations
  • Our highly analytical investment process includes in-depth research and continuous monitoring
  • We will 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 clients' 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.

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.

Read more

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.

Read more

IHT portfolio service

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

Read more

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.

Read more

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.

Read more

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.

Read more

An interview with Sean Taylor

IFA Magazine talks to Sean Taylor, of Canaccord Genuity Wealth Management, about the business and how its collaborativeapproach to working with advisers is driving success.

Read more

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.
Download

How can we help?

If you would like to know how we can help with your clients' investment needs, our intermediary 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

Intermediary Sales Director

Areas of expertise:

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

Find out more about our expert team

Keeping you informed

The questions investors are asking right now

Read the summary of our open call in which we answered some of the many questions being asked by our clients during the continued market volatility and share our latest market analysis and outlook, as well as our ongoing investment strategy.

Read more
The top five ESG sustainable and responsible investment themes shaping our future
As we start to reflect on the post COVID-19 world, we take a deep dive into five ESG (environmental, social and governance) investment themes we think are set to underpin our changing world and therefore form the tenet of our investment strategy. 
Read more
Why ESG could drive the economic recovery

Many market participants are wondering why some equities have been so strong in light of the most dreadful economic backdrop since the Great Depression. The main reason of course, is that the best performing shares have been those suffering least from the shutdowns. In this article we talk about the long-term ESG themes that may well carry us through and beyond the lockdowns. 

Read more

Investment news update

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.

Back to top