An established home for your expat and local clients’ investment management needs
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.
Outsource your clients’ investment management to us
We’ll take responsibility for your clients’ investment management needs, whether large or relatively small, liaising with you to build their wealth with confidence and ensure they feel valued. This will free up your time to focus on looking after your clients and supporting them with your own specialist services.
We understand and respect your relationship with your clients, and will have only the level of contact with them that you request. You will retain overall responsibility, and determine each client’s investment goals and risk profile.
We offer active investment management, intelligent asset allocation and careful investment selection. With a wide range of risk profiles to suit all your clients and their investment options, our flexible investment framework can be adapted to meet individual client’s objectives and attitudes to risk.
You can use our Wealth Online platform and app to monitor your clients’ portfolios, with instant access to up-to-date details of their investments via a computer, mobile or tablet.
For our international financial advisers, we have a dedicated Chief Investment Officer, Justin Oliver, who is directly available to support you and your clients – and answer any investment-related questions.
Offshore portfolios for your clients
Your clients can invest in Canaccord Genuity Funds, a range of multi-manager, multi-asset, risk-profiled funds, each designed for a specific purpose, such as income generation. These were created specifically for international financial advisers, in US dollars and other currency-hedged share classes.
They can also invest in our Global Equity Fund, offering easy access to a group of leading global companies. This is an actively managed fund comprising stocks and shares in attractive businesses around the world.
A choice of platforms
We can provide our investment funds and model portfolios directly on our in-house platform. Our investment funds are also available through third-party platforms, whichever suits you and your clients best.
Looking after your clients’ wealth
When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy.
CGWM is a well-established business with a reassuring record of meeting our investors’ wealth management needs and delivering consistent returns. Our choices and recommendations are based on in-depth analysis of all available markets, and our teams are made up of specialists with extensive experience in their individual fields.
We are used to navigating volatile and inflationary markets, and have created our ‘inflation+’ proposition to help protect clients’ wealth during turbulent times.
Our Canaccord Genuity Fund range has a dedicated Chief Investment Officer, Justin Oliver. He is responsible for the overall investment proposition of the Canaccord Genuity Funds and ensuring that our fund managers are able to deliver attractive, risk-adjusted returns for your clients.
A simple entry into investing
Our 76 in-house researchers and analysts constantly monitor local and global markets, providing insights and data that enable us to make the best decisions on behalf of your clients. Once you choose us to manage your clients’ wealth, you can leave all the complicated calculations to us, while enhancing your reputation with your clients.
Our team of technical experts
Our investment process is also supported by 14 specialist investment committees, aided by state-of-the-art systems and industry-leading tools including Quest®, Canaccord Genuity's proprietary equity valuation system.
Together, our teams and technology work synergistically to achieve the best possible returns for your clients.
Fully portable portfolios
If any of your clients are expats on a limited contract, or move around the world with their job, you can reassure them that our portfolios are fully transportable. They can take their investments (and our expertise) with them whenever they move jurisdictions or return to the UK.
We can provide added-value treasury services, including foreign exchange and cash management, as long as these are authorised in the relevant jurisdiction. These services are available for existing private clients with surplus cash pending longer-term investment, or with foreign exchange requirements.
Awards and accreditations
We work hard to offer our clients and intermediaries excellent service throughout our relationship, and our greatest accolade is their thanks, or when they recommend us to their friends, colleagues, clients or relations.
However, we're also very proud when our clients and industry peers recognise our achievements with awards and high ratings. These are some of the most recent.
What our clients say about us
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.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
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.
Other ways we can help you
If you wish, we can provide all this as part of our relationship with you:
- Regular updates about the markets and current insights
- Face-to-face meetings
- Regular factsheets
- Brochures, flyers and other information about our products and services
- Blogs, videos, webinars and events for you and your firm, on market trends or topical investment themes
- Access to your clients’ accounts online 24/7
Meet the team
Our international investment specialists are available to answer questions and help you in any way they can.
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.