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  • Home
  • Vision Investment Portal

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

Learn more about us

  

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.

Our services

 

Latest views

Our Investment Outlook for May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

Read more
Premier League portfolio management: applying attack and defence tactics

In this article discover how equity and bond sectors can provide attack and defence components in our client portfolios.

Read more
Navigating opportunities: the resilience and potential of the Alternative Investment Market

What reasons are there to be optimistic in investing in the Alternative Investment Market? Find out more. 

Read more

See more blog posts

 

Upcoming 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.
View on-demand

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
View on-demand

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.
View on-demand

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.
View on-demand

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
View on-demand

 

Our documents

Forms and documents for our VIP partners.

Please contact teamvision@canaccord.com for further assistance.

  

Our general service documents

Discretionary portfolio management

Find out more

Managed Portfolio Service

View documents

ESG Portfolio Service

View documents

IHT Portfolio Service

View documents

Multi-asset fund of funds

View documents

 

Your dedicated CGWM contacts are on hand to answer any questions you may have.

Stewart Howard

Stewart Howard

Senior Business Development Director

+44 7887 826402

View profile
Send email
Muriel Meehan

Muriel Meehan

Senior Business Development Associate

+44 20 7523 4693

View profile
Send email
Wendy Scriven

Wendy Scriven

Business Development Director

+44 7418 999896

View profile
Send email
Mike Senior

Mike Senior

Business Development Director

+44 7469 152206

View profile
Send email

Meet the full team

Your dedicated team

 

Want to know more?Get in touch

  

Find our more about working with us. 

Click here to read our privacy policy.

 

  

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.