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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.

Interested in our ESG Portfolio Service?

Book a free consultation with an ESG investment manager.

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.

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.

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How we create our ESG Portfolio Service

Our award winning ESG Portfolio Service offers you impact investing with a thematic approach.

We choose our themes by thinking about the impact they will have on both planet and people, ensuring a holistic and well-rounded approach that brings exciting investment opportunities.

  

COLWMA Best Approach to ESG Investment 2022

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Defaqto 2022 ESG Reviewed

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Defaqto has specifically included the ESG Portfolio Service in this five star rating.

  

Impact investing means:

  • Choosing companies that we believe will have a demonstrable impact for good on the planet and the people within it
  • Engaging in positive inclusion, which naturally excludes exposure to undesired sectors
  • Investing where we see the potential for a positive contribution.

Our thematic approach

Identifying specific sustainable themes allows for a more specialised investment approach which enables us to pay attention to all opportunities associated with an identified, investible theme.

Our ESG themes (detailed below) span multiple regions, sectors, and business ecosystems. Looking for consistent exposure to a particular theme ensures the portfolio is focused on high growth and long-term economic value creation.

  

Why invest in ESG funds?

Importantly, we also look for funds that have a long and successful track record of outperforming their competitors. We aim to achieve your dual objective: generating performance while benefiting society.

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

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.

Read more of our ESG content

12 days of Christmas with CGWM: Our festive financial top tips

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

Read more
What is ESG (environmental, social and governance) investing?

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

Read more

Wealth management updates

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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 Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Portfolio Management

As Head of ESG Investing I am responsible for the investment strategy for our ESG portfolios and manage the Canaccord ESG Thematic Growth fund. My day-to-day role involves thematic research, fund manager due diligence and portfolio construction. I am a member of the firm’s Asset Allocation Committee and Fund Selection Committees. I chair our ESG Committee and sit on the firm’s Climate Action & Sustainability Committee. Away from my desk, I spend a lot of time presenting to investment professionals on sustainability risks and opportunities.

I am a Chartered Fellow of the CISI, hold the CFA Society’s Certificate in ESG Investing and was named one of Citywire Wealth Manager’s Top 100 Fund Selectors in 2022.


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Paul Parker

Investment Director

Paul Parker is head of our IHT Portfolio Service team and specialises in AIM IHT portfolios. He has been with Canaccord Genuity since 2001, and has an in-depth understanding of managing funds for high net worth individuals, pensions, trusts and charities. He has been running IHT portfolios since 2006.

Paul is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. 


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Nick Muir

Investment Director

I joined the company 10 years ago following 20 years working for some of Europe’s largest investment banks. I work predominantly with private clients, charities and independent financial advisers, designing bespoke portfolios for clients with unusual or more complex requirements. I lead CGWM’s court of protection solutions, specialising in providing investment solutions tailored to their most complex needs and timelines. I am Chartered Wealth Manager and 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.