Our investment process

​Our goal is to meet your personal investment needs and achieve the best possible returns for your chosen level of risk.

Based on a global asset allocation framework, our rigorous, robust and highly analytical investment process includes in-depth research, continuous monitoring and the interaction of a number of investment committees.

Like a combination lock, each layer of our investment process must be aligned before your Wealth Manager can start to create a risk-adjusted portfolio, flexibly tailored to your individual needs.

Why trust our Canaccord Genuity Wealth Management investment process?

• We can offer you a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash
• We can structure your investments tax effectively, including SIPPs and ISAs
• Our in-house investment experts select investments from the open market to create a range of quality investment opportunities for you
• Our specialist investment committees combine their knowledge to agree the best positioning for your portfolio
• We measure risk through our in-house portfolio risk management calculator, and build portfolios from our approved lists
• We check your portfolio against your objectives to make sure it's on track, and actively manage and monitor your investments to maximise returns and minimise losses.