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.

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.

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