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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Our ESG portfolio service

Aiming to generate performance while benefitting society 

Many of our clients are concerned about the nature of their investments and the environmental or ethical record of the companies involved. They don’t wish to invest in dubious enterprises, but at the same time they can’t afford to invest their money in specialist ethical funds or businesses that offer too little return or too great a risk.

If this reflects any of your clients’ views, we can help with our ESG Portfolio Service.

Our ESG portfolios are designed to:

  • Aim to deliver consistent, inflation-adjusted real returns
  • Give your clients access to our global investment ideas and research
  • Offer your clients the flexibility to choose the parameters of their ESG portfolio to suit their needs and preferences
  • Be supported and protected by our robust and disciplined investment process
  • Be managed by an accessible and dedicated CGWM team.

Canaccord Genuity Wealth Management was one of the first top 10 independent UK wealth managers to offer an ESG Portfolio Service that allows clients to align their investments more closely with their own values. By investing with us, your clients will be investing not only for their own futures, but for the future of the environment and society.

Learn more about how we can help your clients

Find out more about our ESG portfolio service.

Get in touch

Why invest in ESG funds?

The service we offer your clients gives them the opportunity to make a difference with their investments.

Our ESG strategy

Find out more

Learn more about how we can help your clients

Find out more about our ESG portfolio service.

Get in touch

Investment involves risk. The value of investments and the income from them can go down as well as up and investors 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 seven to ten 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.

Read more of our ESG content

What is ESG (environmental, social and governance) investing?

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

Read more
What’s behind our award-winning ESG investment approach?

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?

Read more
ESG and war in Ukraine – a new challenge for responsible investors

The war in Ukraine has upended markets, sent commodity and oil prices spiralling and left ESG (environmental, social and governance) investors reassessing their ethics.

Read more

Read more

Investment news updates

Meet our ESG investment experts

If you would like to know more about our ESG Portfolio Service, please get in touch. We will be delighted to give you more details.

Photo of Mike Myers

Mike Myers

Investment Director, Head of SRI

I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth (PSW) and I manage a range of different portfolios, including private clients, trusts and charities. I specialise in ESG investing and launched PSW’s SRI Service in 2019. I began my career at Neptune Investment Management, helping to build relationships with discretionary fund managers and institutional clients. I hold a BA in politics from Nottingham University, have completed the IMC, the Chartered Wealth Management Qualification (level 7), the CFA ESG Certificate and achieved a distinction for my master’s degree in wealth management at Cass Business School. I was also named in Citywire’s Top 30 under 30 Wealth Managers for 2019.


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Patrick Thomas

Investment Director, Head of ESG Portfolio Management

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


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Justin Oliver

Chief Investment Officer, Canaccord Genuity Funds

I began working in the investment industry in 1994 and joined this company in 2000. In this time, I have progressed from being a Portfolio Manager, through to an Investment Director, before becoming Deputy Chief Investment Officer in 2014. In April 2022, I was promoted to Chief Investment Officer, CG Funds, taking on the investment leadership role for our award-winning range of funds.

As well as managing the CG Cautious, Balanced and Growth Funds, I have oversight of all the funds in the range. This includes the responsibility for ensuring that our CG Fund managers have the resources and support they need. I provide active support to the international sales team and take the lead on investment communication for the CG Funds, both internally and externally. I am also heavily involved with the company's wider investment process, as a member of the firm’s asset allocation, ESG and passive investment committees.


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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.