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Tailored, personal portfolio management

  • A bespoke portfolio crafted around your unique needs
  • Managed by your personal Investment Manager
  • Our collective investment expertise working on your behalf
  • Access to a wide range of asset classes and markets
  • 24/7 account access via our CG Wealth Online service
  • Regular market updates and expert analysis 

Arrange a no-obligation complimentary consultation with a personal Investment Manager now

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Our portfolio management services

With our portfolio management service our Investment Managers build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.

We believe it is more important to manage your portfolio to meet your risk objectives than to chase short-term returns, so we will design your bespoke portfolio to meet your unique needs and attitude to risk.

Our investment management team will look for suitable opportunities from around the world, investing in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies.

As a specialist firm, we dedicate all our energy and resources to increasing our expertise in this complex area. So, when you entrust our team with your personal wealth, you can depend on our in-depth knowledge and experience.

Good reasons to choose our discretionary portfolio management service

  • We will spend time getting to know your likes and dislikes, attitude to investing, long-term financial and lifestyle goals and timescales to achieve them
  • We will use this knowledge to build you a unique portfolio tailored to your wishes, your investment goals and your risk appetite
  • We will manage your personal portfolio on your behalf, saving you time and hassle
  • Your personal Investment Manager will be on hand whenever you need them
  • We will keep you informed on the performance of your portfolio and the actions we are taking to optimise it
  • We will endeavour to build a trusting and enduring relationship with you, that will adapt to your changing needs
  • We will ensure our recommendations are always relevant and personal to you.

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What you pay for our discretionary portfolio management services

The highly personalised nature of our discretionary portfolio management service means the total cost you will pay is affected by a number of variables. For example, your individual tax situation, your long-term goals, stamp duty if applicable, currencies, overseas dealing, the extent you are invested in third party funds and so on.

We are completely committed to fee transparency and understand the complexity and confusion when trying to compare one wealth manager against another. This is why we prefer to talk through our charges with you, so you fully understand our annual management fee (which is subject to VAT) and any other costs you are likely to incur. We can also provide you with a breakdown of our total fees.

As a private client, your Investment Manager will keep you up-to-date on the total fees you are paying. You will also receive a quarterly report which will give you a full breakdown of costs. Our objective is to aim to deliver the returns you wish for, and we will not eschew performance to drive down the fees you pay for our expertise.

For further information on our fees, please contact us.

  

Keeping you informed

Quality, tenacity and can-do: Terry Smith of Fundsmith on his investing and career success

What makes Fundsmith founder Terry Smith such a successful investor and business leader? Find out in our exclusive video.

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What is happening in the investment markets?

In our latest webinar for clients, our Chief Investment Officer, Michel Perera discusses what is happening in the investment markets. Find out more here.

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High inflation and savings – time to invest cash?

Many wealthy people underestimate the damaging effect of low interest and high inflation on their cash savings. See for yourself & find out why it may be time to invest…before it burns a hole in your pocket and your wealth.

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Contact a personal Investment Manager today

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

Photo of Nicholas Feldman

Nicholas Feldman

Investment Director

Nicholas provides discretionary portfolio management services to charities, pensions, companies and private clients, leveraging the broader global resources and expertise available through Canaccord Genuity Wealth Management's centralised investment process.

Having started his career within equity research at Panmure Gordon, he spent over 10 years in institutional equities, advising leading UK, US and European institutions on UK equities, latterly as Vice President at Stifel.

Nicholas is on the CGWM Stock Selection Committee and responsible for providing in-depth ideas and analysis. Nicholas is an Associate (ACSI) of the Chartered Institute for Securities & Investment.


Photo of Matthew Ellis

Matthew Ellis

Investment Director

Matthew specialises in providing discretionary and advisory services for fixed interest and multi-asset portfolios to high net worth individuals, trusts, charities and pension funds. Matthew previously served as a sector specialist on the stock selection committee and now sits on the advisory fixed income committee. Matthew is a member of the Chartered Institute for Securities & Investment.


Photo of Duncan Stratford

Duncan Stratford

Head of UK Front Office

Duncan is Head of the UK Front Office which comprises all Private Client Investment Management, Financial Planning and Intermediary Sales.  He has spent the past 20 years working in investment management and previously was an Officer in the British Army.  Duncan specialises in portfolios for both private and institutional clients. Having previously been a member of the CGWM Stock Selection and Portfolio Construction Committees he now sits on the UK Executive Committee. Duncan is a Chartered Member of the CISI.


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Take away information about all our personal wealth management services and our investment process in one document.

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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.