Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Select a location
Select an audience type
You need to select your audience type.
You need to select your audience type.

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

You need to select your audience type.
For Canada and Australia select:
Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu

An introduction to our investment funds

At Canaccord Genuity Wealth Management (CGWM) we are investment specialists. We have access to a wide range of third-party funds, in addition to managing a range of our own in-house funds. This allows investors to access both our investment expertise and focused investment strategy in unitised form:

   

  

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.

   

Find out more about our investment funds.

Get in touch

   

Keeping you and your clients informed

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
10 steps to build your financial fitness

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

Read more

News and resources

Discover more

Find out more about our investment funds.

Get in touch

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.

 

Want to know more?Get in touch

  

Get in touch to find out more about our services. 

Click here to read our privacy policy.

 

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.