Castle Investment Solutions
We are delighted to be working in partnership with Castle Investment Solutions.
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.
Putting you and your clients at the heart of what we do
Our priority is to deliver what each of your clients wants to achieve financially from their investments. Most clients tell us they wish to protect their assets in extreme market conditions and grow their real value against inflation over the long term – so that is what we set out to achieve.
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.
Working in partnership with you
Our partnership with Castle Investment Solutions 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
Our general service documents
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.