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The portfolio management service tailored to you

With our portfolio management service our Investment Managers will 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.

  • 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

Book your complimentary consultation with a personal wealth manager

It's free and there's no obligation to go further.

Request a consultation

How we approach discretionary portfolio management

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.

What are the benefits of discretionary portfolio management?

Looking after your own investments to achieve your long-term goals requires commitment, knowledge and objectivity. Managing your own portfolio can also be labour intensive and time-consuming. Discretionary portfolio management allows you to delegate responsibility for your investment portfolio to a dedicated and experienced investment manager.

The benefits of discretionary portfolio management include:

Freedom – you will be freed from having to make all day-to-day investment decisions

Expertise – a qualified investment manager, experienced in the machinations of the markets, will act on your behalf

Stewardship – your investment manager will get to know you and your circumstances and ensure their investment strategy is aligned with your long-term goals, values and attitude to risk

Advantage – your investment manager will have access to the latest research, market analysis and investment themes, and is better positioned to respond to events and new opportunities

Oversight – you will be kept informed of the changes made to your portfolio, with regular reviews of your situation and objectives to ensure the investment approach is always aimed towards delivering your future goals

Why choose our discretionary portfolio management service?

With our discretionary portfolio management service, you can delegate your investment decisions to an expert – your personal wealth manager.

Your personal wealth manager will:

  • Spend time getting to know your likes and dislikes, attitude to investing, long-term financial and lifestyle goals and timescales to achieve them
  • Use this knowledge to build you a unique portfolio tailored to your wishes, your investment goals and your risk appetite
  • Take charge of the day-to-day decisions involved in managing your portfolio of investments on your behalf, saving you time and hassle
  • Be on hand whenever you need them
  • Keep you informed on the performance of your portfolio and the actions we are taking to optimise it
  • Endeavour to build a trusting and enduring relationship with you, that will adapt to your changing needs
  • Ensure our recommendations are always relevant and personal to you.

Ultimately, with our discretionary portfolio management service you will have peace of mind knowing your portfolio is being nurtured in line with your future plans and appetite for risk.

Book your complimentary consultation with a personal wealth manager

It's free and there's no obligation to go further.

Request a consultation

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.

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.

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.

  

Keeping you informed

Market update - is the worst of market turmoil behind us?

In this article, our Chief Investment Officer, Michel Perera, reflects on what has been happening recently in bond markets, the impact on equities and suggests “we must be careful not to embrace kneejerk reactions that dreadful markets often provoke.”

Read more
Market update - welcome to the twilight zone   

Our recent acquisition of Punter Southall Wealth has brought many benefits – not least the arrival of Thomas Becket, their highly respected Chief Investment Officer. Here Tom shares his views on investment prospects and challenges during the current ‘twilight zone’.

Read more
Can investments beat inflation?

Our CIO of Canaccord Genuity Funds, Justin Oliver, was a panellist at the recent Investors’ Chronicle Future of Private Investing Conference. Justin discussed the issue at the front of all investors’ minds at the moment – inflation – and whether there are investments to beat inflation.

Read more

See all blog posts

Investment news update

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 Matthew Guterres

Matthew Guterres

Investment Manager

Matthew has worked in the investment management industry since 2010 and joined Canaccord Genuity in 2015. He manages portfolios on a discretionary or advisory basis for private clients, companies, trusts and pension funds. Matthew sits on the closed-ended Investment Committee
and is a Chartered Fellow of the CISI.


Photo of Edward Hall

Edward Hall

Investment Director

Edward brings 17 years' wealth management experience having started his career in the private client division of NatWest Stockbrokers. He has since been with Canaccord Genuity Wealth Management for 16 years and is responsible for managing direct equity based and multi-manager portfolios on an advisory and discretionary basis for private clients, intermediaries, trusts and pension plans. Edward specialises in bespoke discretionary mandates.

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


Photo of Max Caris Harris

Max Caris Harris

Investment Director

Max manages a team offering bespoke and personally tailored portfolio solutions and specialises in charitable trusts, private clients and pension funds. Max is a Chartered Fellow of the CISI.


Find out more about our expert team

Download our brochure

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

Download brochure 

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.