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Our investment process

‚ÄčOur 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.

Canaccord Genuity wealth management investment process diagram

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.

Download our brochure

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

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Keeping you informed

Time to reconsider stashing cash

If you have been keeping cash deposits in formerly reliable accounts such as National Savings & Investments, Premium Bonds or government bonds, and you have seen interest rates falling, it's time to rethink your arrangements. At Canaccord Genuity, we will be happy to discuss alternative ways of investing your capital while aiming to achieve returns above inflation.

Read more
The expert view on healthcare investments in a new age

Our Deputy Chief Investment Officer Justin Oliver, chats with Dan Mahony, Co-Head of Healthcare at active fund manager Polar Capital about the incredible pace of change driven by the pandemic and the healthcare investments trends emerging from it.

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Where are the opportunities for environmentally conscious investing?

Patrick Thomas, Head of ESG Investments explains how you can reduce your carbon footprint through your investments.

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See all blog posts

How can we help?

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

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.

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