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ESG portfolio management 

- enabling you to make a difference

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  • Signatory to the UN-supported Principles for Responsible Investment
  • Consistent, risk-adjusted returns by investing in growing themes that intersect with global sustainability challenges
  • Ring-fenced investment portfolio aligned to your personal values
  • Access to global investment ideas and research
  • Dedicated investment managers you can speak to
  • Supported and protected by our robust and disciplined investment process 

Canaccord Genuity Wealth Management was one of the first top 10 independent UK wealth managers to offer an ESG Portfolio Management 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 Management 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.

You simply choose the ESG portfolio you would like to invest in and we manage it on your behalf, so you don’t have to. Your Investment Manager will help you choose which of our three portfolios best meets your objectives and attitude to investment risk:

  • Cautious Balanced ESG portfolio aims for a balance between capital appreciation and reduced volatility
  • Balanced ESG portfolio aims to produce a balance between capital appreciation and income
  • Growth ESG portfolio aims to provide capital appreciation.

All our portfolios are designed to work over a typical investment cycle of 7-10 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.

How we select funds for your ESG portfolio

  1. We undertake extensive investigations and research to find the investment funds that best match your preferred balance between risk and returns
  2. At the same time, we seek out those funds that have a proven track record of outperforming their competitors
  3. We then pass this long list through the following filters to find the funds that meet your ethical criteria. These funds form the basis of your portfolio.

Exclusions

All the funds in our portfolio exclude companies that engage in controversial business activities, as confirmed by Morningstar Sustainalytics.

Impact investing

We choose funds that invest in companies which have a demonstrable positive impact on the world, as well as offering a financial return. 

Sustainable themes

We choose funds with investment strategies that aim to support the 17 United Nations (UN) Sustainable Development Goals.

Why invest in ESG funds?

Take the responsible approach to investing.

Arrange a no-obligation, complimentary consultation now.

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 7-10 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

Climate change investing for decarbonisation

At our latest conference, our ESG experts discussed how you can invest to support climate change and achieve zero carbon emissions and global decarbonisation while still generating a decent investment return. Read more here.

Read more
Investing in cyber security? It would be a crime not to.

Our investment experts consider the new and exciting opportunities opening up following massive growth in the cyber security sector. Read more here.

Read more
What is a sustainable investment management strategy?

With large companies wising up to the importance of adopting and promoting sustainable business practices – and with the influence, affluence and expectations of Millennials set to peak over the next decade –  our guest contributor Will Oulton, Global Head, Responsible Investment, First State Investments, considers the impact on the investment industry, and the increasing need to balance social and environmental responsibility with positive financial performance.

Read more

Meet our ESG investment experts

If you would like to know more about our ESG Portfolio Management 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 Canaccord’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. 


Photo of Paul Parker

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.


Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Investments

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. 


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.