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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 now

Request 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.

Download our ESG brochure

  • Find out the details of the service
  • Learn how we choose suitable funds
  • Find out about our three different ESG portfolios.

 

Download

ESG for intermediaries

Everything you need to make the most of our ESG Portfolio Services for your clients.

Read more

Read more of our ESG content

What’s behind our award-winning ESG investment approach?

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
ESG and war in Ukraine – a new challenge for responsible investors

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
Market update webinar: what’s shaping the global investment landscape?

Watch the latest market update from our experts, including our Chief Investment Officer, Michel Perera.

Read more

Investment news update

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.

Photo of Nick Muir

Nick Muir

Head of MPS and Passive

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 for Securities & Investments, Nick leads CGWM’s Managed Portfolio Service and Passive Portfolio Service. Nick specialises in working with court of protection clients and clients of intermediaries, providing investment solutions to their most complex needs. 


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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.


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Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Portfolio Management

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


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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.