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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 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.

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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.

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GPS optimized portfolio service

Our GPS optimized portfolios are designed to protect your clients by aiming to cap the level of volatility in their portfolios.

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IHT portfolio service

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

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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

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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.

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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.

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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.

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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 Alasdair Ogilvy-Stuart

Alasdair Ogilvy-Stuart

Business Development Director

Areas of expertise:

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

Photo of Sean Taylor

Sean Taylor

Head of UK Intermediary Sales

Areas of expertise:

Sales, Business Development, Intermediaries, Court of Protection, Aerospace and Defence.

Find out more about our expert team Our people

Keeping you informed

Will the US midterm elections come up Trumps?

As US midterm election frenzy begins with by-elections and polls sparking much conjecture over how Trump’s presidency will be impacted this November, we go back in time to see what can be learnt from previous midterms and the potential impact on markets.

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Bank of England raises interest rate by 0.25%

As widely expected, today the Bank of England raised its policy rate from 0.5% to 0.75%. Although in line with market expectations, the fact that all nine members of the Monetary Policy Committee voted in favour of the hike, was seen as somewhat hawkish.

Read more
A looming recession, global politics and rising oil prices – does the wall of worry stand up to scrutiny?

Chief Investment Officer, Michel Perera, descends the wall of worry and debunks investor concerns by looking at economic fundamentals.

Read more

Wealth blog updates

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.

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