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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’s behind our award-winning ESG investment approach?

We were delighted to win the Clearstream Award for Best Approach to ESG (environment, social and governance) Investment at the recent City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing?

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
Market update webinar: what’s shaping the global investment landscape?

Watch the latest market update from our experts, including our Chief Investment Officer, Michel Perera.

Read more

Read more

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 Patrick Thomas

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. 


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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Photo of Nicholas Maunder

Nicholas Maunder

Investment Analyst

Nick specialises in providing hedge fund analysis for our in-house portfolio managers. Nick is the Secretary of the Fund Selection Committee and is a Chartered Management Accountant.


 

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Find out more about our ESG Portfolio service.

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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.