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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.

Managed Portfolio Service for intermediaries

Our Managed Portfolio Service offers a range of risk-rated discretionary portfolios for intermediaries with clients who don't need a tailored portfolio. For a recommended minimum investment of £100,000 they'll have access to a level of resources usually reserved for high net worth discretionary clients.

They can choose from seven portfolios investing in collectives and ETFs, and for larger investments they can use five MPS direct portfolios investing in UK equity, fund and bond holdings, which they can access either directly or through third party platforms.

These portfolios include such themes as technology, healthcare and infrastructure, to broaden each client's investment solution. Dynamic asset allocation means we can adapt investments in line with changes in the investment market and economic outlook.

If you're an IFA or trustee, we're committed to supporting you, and we'll respect your views of which investments are suitable for each of your clients – so we'll map our models to your own risk-profiling tools.

Why choose our Managed Portfolio Service?

  • Our global presence and intellectual capital support an advanced approach to portfolio diversification
  • Active, dynamic decision-making means client investments aren't constrained by geography, sector or benchmarks
  • We deliver consistent, risk-adjusted returns across the risk spectrum, to make sure we meet each client's objectives
  • You choose exactly how our flexible partnership works
  • We offer a structured, robust and disciplined investment process
  • You can contact your Canaccord Genuity Wealth Management team by phone or email whenever it suits you (within working hours)
  • It's consistently rated 5 star by Defaqto.

Our portfolios

The MPS Fixed Income Portfolio aims to produce a return primarily via an income stream, with limited capital volatility. 

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Cash Plus Portfolio aims to produce an overall return in excess of cash, together with some income, over the medium to long-term.

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Income Portfolio aims to produce an income stream, with some prospects for capital appreciation. 

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Cautious Balanced Portfolio aims to produce a balance between capital appreciation and income over the medium to long term.

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Balanced Portfolio aims to produce a balance between capital appreciation and income over the medium to long term. 

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Growth Portfolio aims to produce capital appreciation over the medium to long term.

For more information including account opening forms and our schedule of charges, see our document downloads section.

The MPS Aggressive Growth Portfolio aims to produce capital appreciation over the medium to long term with potentially a higher degree of volatility. 

For more information including account opening forms and our schedule of charges, see our document downloads section.

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
Download

 

How can we help?

If you'd 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 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 Alasdair Ogilvy-Stuart

Alasdair Ogilvy-Stuart

Intermediary Sales Director

With over 30 years’ experience in the financial services industry, Alasdair joined Canaccord Genuity Wealth Management’s Intermediary team in 2010 with a focus on building relationships with Independent Financial Advisors, Lawyers, Accountants and other professionals. Prior to joining, Alasdair was Business Development Manager at Sun Life of Canada, Zurich Intermediary Group and NPI. Alasdair holds the Diploma in Financial Planning from The Chartered Insurance Institute.


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. 


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.

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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