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Vision Investment Portal
We are delighted to be working in partnership with Vision Investment Portal (VIP).
Our partnership with VIP enables us to tailor our service to fit your preferences. We want to build an enduring relationship with you, based on trust and confidence in our ability and willingness to go the extra mile.
You will have your own dedicated CGWM team with a lead manager, who will start by getting to know you and establishing a way of working together that meets your needs.
- A choice of services designed around your clients
- Your own dedicated CGWM team with a lead Investment Manager
- 24/7 access to your clients’ portfolios via our CG Wealth Online service
- Clear and frequent updates from each client’s Investment Manager
Expert hands for your clients’ wealth
Canaccord Genuity Wealth Management (CGWM) is a well-established, successful company, and our main objective is the same as yours: to ensure your clients feel confident, valued and satisfied.
We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.
When you choose CGWM as a partner to help you manage your clients' wealth, you can be confident that our investment process is rigorous, robust and trustworthy. Our team is supported by 14 investment committees, 76 in-house researchers and analysts, and industry-leading tools including Quest®, Canaccord Genuity's proprietary equity valuation system.
A range of investment services to suit your clients
Our flexible investment framework can be adapted to meet each individual client’s objectives, tax position and attitude to risk. We offer a wide choice of risk profiles to suit all your clients and their investment options through both in-house and our third-party platforms.
Latest views
The impact that rising interest rates has had on investment trusts – and the potential opportunities arising for investors investing in investment trusts.
Read moreIn this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.
Read moreAfter decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.
Read moreUpcoming events and webinars
Stay on top of current financial affairs by attending our regular events, many of which qualify for CPD. We run events in person and online to keep our professional partners informed of our current market views, and to spotlight some of our specialist services.
Sign up for our next events below:
Monthly market update
Online
Registration coming soon
Stay tuned for the date and time of our next market update.
From CGWM’s Chief Investment Office, Thomas Becket hosts a 30-minute webinar each month for advisers, where you can hear his market and economic updates.
Catch up on demand
Missed one of our online events? Catch up with recordings of past webinars.
Market update | February 2024
On-demand
Part of our monthly webinar series
One month into 2024, Thomas Becket, our Co-Chief Investment Officer, considers how our expectations have changed since the beginning of the year.
Originally recorded 2 February 2024.
Solving inheritance tax issues using a business relief portfolio
On-demand
Private client matters webinar: planning opportunities using AIM
A key aspect to estate planning is ensuring your clients’ families, friends and chosen charities inherit as much of their wealth as possible. Investment Director and Head of IHT portfolio service, Paul Parker, discusses a number of IHT planning opportunities using AIM.
Originally recorded 12 September 2023
Market update | January 2024
On-demand
Part of our monthly webinar series
Thomas Becket, Co-Chief Investment Officer, provides a brief review of 2023 and focuses on the risks and opportunities for the year ahead.
Originally recorded 12 January 2024.
Market update | December 2023
On-demand
Part of our monthly webinar series
In December's update, Thomas Becket, Co-Chief Investment Officer, provides his Q4 2023 economic and market review, and a look into what could lie ahead in 2024.
Originally recorded 15 December 2023.
Pensions and investments masterclass
On-demand
Fixed income investing and tax planning with pensions
Thomas Becket of the CIO office at CGWM discusses why it could be time to reconsider fixed interest as a potentially exciting and rewarding asset class.
Barry Foster - Technical Sales Manager at Curtis Banks, gives an overview of some possible tax planning opportunities that could arise from pension funding.
Originally recorded 26 January 2023
Please contact teamvision@canaccord.com for further assistance.
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.