- Investment management
- ESG portfolio service
Our ESG portfolio service - enabling you to make a difference
Our ESG portfolios are designed to:
- Aim to deliver consistent, inflation-adjusted real returns
- Give you access to our global investment ideas and research
- Offer you flexibility so you can choose the parameters of your ESG portfolio to suit your needs and preferences
- Be supported and protected by our robust and disciplined investment process
- Be managed by an accessible and dedicated CGWM team.
Arrange a no-obligation, complimentary consultation with an ESG investment manager nowRequest a consultation
Canaccord Genuity Wealth Management was one of the first top 10 independent UK wealth managers to offer an ESG Portfolio Service that allows you to align your investments more closely with your own values. You will be investing not only for your own future, but for the future of the environment and society.
How our ESG Portfolio Service works for you
All of our ESG (environmental, social and governance) portfolios allow you to take a responsible approach to investing without sacrificing performance. They allow you to invest in funds that work towards making the world a better place, while also doing your best for your long-term financial security. To find out more about our ESG investment strategy, click here.
We offer ESG portfolios with different levels of risk to suit each investor’s situation. You simply choose the one that’s right for you and we manage it on your behalf, so you don’t have to. Your Investment Manager will help you choose which of our five portfolios best meets your objectives and attitude to investment risk.
All our portfolios are designed to work over a typical investment cycle of seven to ten years, so we recommend you stay invested for at least seven years.
Whichever portfolio you choose, your investments will benefit from the best of our thinking and long-term investment management experience. We will monitor and manage your portfolio to ensure your investment risk is kept at a level that suits you through true diversification.
Find out more about our ESG investment strategy here.
Why invest in ESG funds?
Take the responsible approach to investing.
Arrange a no-obligation, complimentary consultation.Request a consultation
Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Our portfolios are designed to work over a typical investment cycle of seven to ten years, so we recommend you stay invested for at least seven years.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
- Patrick Thomas, Head of ESG Investing
- Mike Myers, Investment Director
- Justin Oliver, Chief Investment Officer, Canaccord Genuity Funds
- Kamal Warriach, Head of Equity Fund Research
- Jason Robilliard, Head of Portfolio Management, Guernsey
- Nick Maunder, Investment Analyst
Read more of our ESG content
We were delighted to win the Clearstream Award for Best Approach to ESG (environment, social and governance) Investment at the recent City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing?Read more
The war in Ukraine has upended markets, sent commodity and oil prices spiralling and left ESG (environmental, social and governance) investors reassessing their ethics.Read more
Watch the latest market update from our experts, including our Chief Investment Officer, Michel Perera.Read more
Meet our ESG investment experts
If you would like to know more about our ESG Portfolio Service, please get in touch. We will be delighted to give you more details.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.