Canaccord comes out top in Telegraph reader investigation
At Canaccord Genuity Wealth Management, we always say our clients are at the heart of everything we do. And this article from the Telegraph proves that we practise what we preach.
A management consultant from Cumbria decided to do his own research amongst wealth managers to find out where his £500k retirement fund might find the best home. Disenchanted with his provider, he was looking for a wealth management firm that was responsive, client-focused, demonstrated expertise and was competitive on fees.
Amongst our peer group, we came out on top.
"I made the CEOs of multi-million pound wealth managers compete for my £500K pension"
How to find a new wealth manager
We understand how difficult it can be to compare one wealth manager against another – the services offered and their associated costs can seem complex and vary wildly.
Although at Canaccord we try our best to lay this out as clearly as possible, the highly personalised nature of discretionary investment management and wealth planning means it’s not always simple for individuals to do some quick desktop research. Which is why we were very happy to respond to this client’s request for information and speak with him about his personal situation and needs.
Personal wealth management that focuses on my individual needs
“I liked the chief executive’s focus on people rather than scale. They even let me attend some webinars to get an accurate client experience.”
We were pleased that our people-focused culture shone through in this client’s research. Our priority when meeting any new client is getting to know them. When we first speak with you, we will look beyond just your financial goals, at your lifestyle wishes and aims for the long-term future. Only then can we ensure you have the right wealth planning and investment management expertise around you to put the appropriate solutions in place.
Whether you are planning for your children’s or grandchildren’s school fees or higher education, a comfortable retirement, wealth transfer to the next generation, or simply to check your plans are still on track following the recent market turbulence, our wealth management experts can help.
We take pride in the fact we are small enough to provide a personal relationship-led service with direct access to our people (even our CEO as this article shows) and yet have enough size and scale to deliver a high level of wealth management experience and expertise. We are delighted that this client’s detailed research highlights the importance of this approach and we welcome the opportunity to speak with others who may be confused about their options.
Speak to one of our experts
If you have any questions about the current environment, your financial plans for the future or about your investments, please get in touch with us or email firstname.lastname@example.org. Please remember, if you hold an account with Canaccord, you can check your portfolio value at any time, through Wealth Online or by getting in touch with your Investment Manager.
Found this interesting? See more here about:
- Now being an ideal time to review your financial plans
- Personal wealth management
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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.
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.
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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.