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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

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Wealth management 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 Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Portfolio Management

As Head of ESG Investing I am responsible for the investment strategy for our ESG portfolios and manage the Canaccord ESG Thematic Growth fund. My day-to-day role involves thematic research, fund manager due diligence and portfolio construction. I am a member of the firm’s Asset Allocation Committee and Fund Selection Committees. I chair our ESG Committee and sit on the firm’s Climate Action & Sustainability Committee. Away from my desk, I spend a lot of time presenting to investment professionals on sustainability risks and opportunities.

I am a Chartered Fellow of the CISI, hold the CFA Society’s Certificate in ESG Investing and was named one of Citywire Wealth Manager’s Top 100 Fund Selectors in 2022.

Photo of Mike Myers

Mike Myers

Investment Director/ Team Leader

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.

Photo of Kamal Warraich

Kamal Warraich

Head of Fund Selection

I joined the company in 2017 as part of the acquisition of Hargreave Hale, a specialist investment boutique, where I was responsible for establishing and running the fund research process. I initially joined the Fund Selection Committee, and in 2023 I was made Head of Fund Research.

I am passionate about ensuring that our team works within a high-quality framework, maintaining the utmost levels of professionalism and consistency at all times. My areas of expertise include open and closed-ended equity fund selection, and I am a key participant in our model portfolio construction process.



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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.