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.
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Services for professional introducers
We work with lawyers, accountants, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent.
Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for each client’s chosen level or risk. We offer a range of investment management solutions for your clients, from risk-rated managed portfolios to a fully tailored discretionary portfolio. Whatever you and your individual clients decide, you can be sure we’ll design each portfolio to meet the client’s personal objectives and attitude to risk.
All our portfolio building and management resources are supported by our rigorous and robust investment process, including insights into local and international markets.
How we help professional introducers
- Our Investment Managers will spend time getting to understand your client’s needs and attitude to risk so you can be sure we’ll design a portfolio to meet their personal objectives
- Our highly analytical investment process includes in-depth research and continuous monitoring
- We actively manage investments, aiming to maximise returns and minimise losses
- We will communicate with you regularly in whichever way suits you
- Your client’s Investment Manager will always be on hand when you need them
- Your clients' wealth is in safe hands – we have a strong track record of meeting our investors' 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
- To safeguard your clients' wealth as securely as possible we adhere to industry regulations and have strict monitoring controls in place.
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.
IHT portfolio service
Our IHT portfolio is a simple and efficient strategy for reducing IHT while offering growth potential to boost potential legacies.
Estate and probate
Our highly experienced team will provide quality advice and help you by undertaking some of the
most specialist administrative tasks.
As well as access to a wide range of external third-party funds, we manage a range of our own in-house funds
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.
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.
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.
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:
How can we help?
If you would like to know how we can help with your clients' investment needs, our team will be delighted to answer your questions and provide more details of our services.
How can we help?
If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.
Keeping you informed
We ended 2018 in a funk. Investors were beginning to panic that the global economy was entering a period of sharp downturn, the US yield curve was close to inverting, the Chinese economy seemed to be in trouble, Europe was back in the doldrums and President Trump had engaged in a trade war with China and, at the same time, shut down a big chunk of the US government.Read more
‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.Read more
April: the first full month of spring, and a great time for financial planning tips. With January’s resolutions now a distant memory, this is an ideal time to spring clean your finances, make use of new tax allowances and start the new financial year on the right foot.Read more
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.