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Smart Passive Portfolio Service for intermediaries

Our Smart Passive Portfolio Service is a managed portfolio service investing in passive investment funds – in effect, funds that track an index. Your clients will have six portfolio options to choose from, depending on their attitude to investment risk.

The passive portfolios are considered ‘smart’ because they benefit from the analytical resources that complement the CGWM investment decision-making process. Traditional solutions available on the market typically use a fixed asset allocation. However, we believe in a dynamic approach that incorporates active asset allocation to determine the mix of both asset classes and funds in each of our six risk-profiled managed portfolios.

It is a cost-effective alternative for clients as the underlying passive funds typically have lower fees than actively managed funds.

Why choose our Smart Passive Portfolio Service?

  • It combines a cost-effective passive fund portfolio with our investment management expertise, aiming to bring your clients better long-term returns
  • We constantly review the passive fund market to select what we consider are the best passive fund managers for clients’ portfolios
  • In undertaking the fund manager due diligence for you, we can negotiate lower fund fees for all our clients, so you benefit from higher buying power
  • The service draws from the wider knowledge and expertise of our Chief Investment Office (CIO), including their insight into ever-changing investment styles and themes
  • With this service, each of your clients will have their own segregated portfolio, made up of a mix of different passive investment funds aligned with their individual risk profile
  • You can contact your Canaccord Genuity Wealth Management team by phone or email whenever it suits you (within working hours).

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 – we'll map our models to your own risk-profiling tools.

The investments discussed on this website may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

Our portfolios

The Cash Plus Portfolio seeks to produce greater overall returns than cash and is invested in fixed interest and cash-equivalent passive funds.

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

The Cautious Balanced Portfolio aims to provide a balance between capital appreciation and reduced volatility using global equity, fixed interest, and cash-equivalent passive funds.

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

The Income Portfolio offers the possibility of capital appreciation, focusing on paying an income on a regular basis.

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

The Balanced Portfolio offers the possibility of capital appreciation, with your client’s income typically reinvested back into the portfolio.

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

The Growth Portfolio primarily aims to provide capital appreciation and is higher risk. While it may include some fixed interest passive investments, it will tend to focus on investing in passive funds exposed to domestic and international equity markets.

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

The Aggressive Growth Portfolio aims to provide capital appreciation and will therefore focus mainly on passive funds with exposure to domestic and international equity markets.

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 the brochure

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 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 Jordan Sriharan

Jordan Sriharan

Head of MPS and Passive

Jordan is head of the Managed Portfolio and Passive Services. He also sits on the firm’s Portfolio Construction Committee and Fixed Interest Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds with a particular focus on multi-asset portfolios. Jordan is a Chartered Financial Analyst and previously worked at Mercer where he managed corporate pension funds.


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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.


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.